Capitalization Table Management Analyst

Capitalization Table Management Analyst
Cooley is seeking a Capitalization Table Management Analyst to join the Practice Management team.

Position summary: Under the direction of the Manager of Capitalization ("CAP") Table Administration, the Capitalization ("CAP") Table Management Analyst will analyze the cap table implications for complex equity financings and other corporate transactions for private company clients, manage cap table updates and advise on onboarding, plan administration and platform choices. The analyst is responsible for generating, maintaining and analyzing accurate records of a company's capitalization table, providing critical support for equity-related transactions. Specific duties and responsibilities include, but are not limited to, the following:

Position responsibilities:

• Manage the planning, analysis and implementation of onboarding clients to online capitalization management platforms
• Manage and maintain accurate and up-to-date cap tables reflecting all equity ownership, including shares, options, warrants, convertible notes, and other securities
• Proactively monitor, analyze and track changes in equity ownership resulting from equity issuances, transfers, conversions, exercises, and other corporate actions
• Manage capitalization tables and perform data analysis related to the requested transaction
• Analyze capitalization tables to reconcile and provide specified metrics
• Administer equity compensation plans, including grants, exercises, and vesting schedules
• Assist with equity-related documentation, including option agreements, RSU grants, and equity incentive plans
• Promote adherence to firm wide capitalization table management standards as adopted by the firm and train corporate paralegals and resource attorneys on best practices
• Provide peer support and help document best practices for equity-related transaction impact on cap tables
• Provide input on best practices for training and development of corporate timekeepers on the cap table management through transformative corporate events. Organize periodic peer education sessions for associates, summer associates and paralegals on the various cap table platforms
• Develop expertise in and act as a peer resource for other cap table platforms and cap table-adjacent legal tech solutions
• Work on other new initiatives as identified from time to time, including contributing to ideation on firm projects and prototyping new software that assists with cap table management (e.g., the Open Cap Table Coalition)
• All other duties as assigned or required

Skills and experience:

Required:

• After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
• Bachelor's degree, preferably in business, finance or accounting -related field
• 3+ years corporate securities, finance, paralegal or venture capital experience (e.g., venture capital financings, private placements, M&A, corporate maintenance, equity holdings, valuations, equity incentive/stock options, plans, etc.
• Eligible for consideration of Senior designation 5+ years direct applicable experience.
• Ability to work extended and/or weekend hours, as required
• Bill a minimum of 1,600 hours annually

Preferred:

• An understanding of equity management principles
• Proficiency in cap table management software, familiarity with equity management platforms (e.g., Carta, Pulley, AngelList)
• Knowledge of regulatory requirements governing equity compensation, including SEC regulations (e.g., Rule 701, Rule 144)
• Strong math skills for estimating values
• Law firm and/or venture capital experience

Competencies:

• Strong analytical skills
• Excellent oral and written communication skills
• Willingness to learn
• Maintain a high level of professional integrity; ability to maintain confidentiality and build trust

Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices.

The expected annual pay range for this position with a full-time schedule is $88,000 - $124,000. Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate. Senior level candidates may be considered for this position and would be eligible for a higher salary range based on experience.

We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 21 days of Paid Time Off ("PTO") and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.