Equity Administrator

About the Company

Checkmate Equity is an equity administration firm that helps companies put their cap tables on autopilot.

Founders are typically put between a rock and a hard place, spending countless hours managing their equity themselves or hiring out assistance at often unreasonable price points. That’s where Checkmate Equity comes into play. Our team of Carta experts and our unique specialization to the Carta platform drives powerful efficiencies. These efficiencies translate into the best in class service and pricing for companies of all sizes.

At Checkmate Equity we’re detail oriented, adaptable, helpful, transparent, proactive, and problem solvers.

About the Team

As a three and a half year old angel-backed startup you’ll work closely and cross-functionally with the entire Checkmate Equity team including co-founders and other equity administrators. Through cross functional collaboration you will receive training on various areas of the business including sales, Carta software, and operational strategy.

About You

Checkmate Equity is looking to hire a Brazil based Equity Administrator (EA) to help scale and grow the business through servicing our clients cap tables. As a Checkmate Equity EA you must truly be a self-starter, have strong written communication skills, and have an exceptional attention to detail.

What You'll Focus On

As an EA with Checkmate Equity, your main focus will be servicing our equity administration clients which entails managing new stock issuances, option issuances, transfers, amendments, terminations, conversions, 409a guidance, ASC-718 support, custom reporting, etc. In addition to supporting our equity admin clients, you will additionally assist with performing cap table audits, onboarding clients onto platforms such as Carta, and assisting other Checkmate Equity EA's.

What We're Looking For

• English Fluency - fluent in both verbal and written english
• Bachelor’s Degree - bachelor’s degree or equivalent relevant industry experience
• Self Starter - flexible, independent, driven, and ambitious
• Communication - you must be able to effectively communicate and navigate conversations over the phone, email, and video conference
• Attention to Detail - a strong attention to detail is a must
• CEP or ECA Designation - equity certifications from the Certified Equity Professional Institute from Santa Clara University, preferred
• Legal - Background in corporate legal, preferred
• Equity Administration Experience - experience managing cap tables on behalf of companies, preferred
• Carta Experience - experience with Carta, preferred
• CRM Experience - experience with a CRM such as HubSpot, preferred