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Capitalization Table Management Analyst

Cooley
San Francisco, CA
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 incent
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