Client and Capitalization Records Platform

1 week ago

Toronto, Ontario, Canada Osler Full time
Osler, Hoskin & Harcourt LLP is one of Canada's leading business law firms. Advising many of Canada's corporate leaders, as well as U.S.

and international parties with extensive interest in Canada, our more than 1,000 firm members are based in offices in Toronto, Montréal, Ottawa, Vancouver, Calgary and New York.

Osler prides itself on attracting and maintaining some of the brightest talent in the legal arena.

Our lawyers, students, management and staff have created a unique firm culture which nurtures mentoring and the exchange of ideas.

Osler is a dynamic and exciting place to further your career or carve out a new path.


Reporting to the Senior Manager, EHG Practice, the Client and Capitalization Records Platform Specialist will be responsible for the setup, reconciliation and maintenance of client equity data on various equity management platforms, with a primary focus on Carta.

The Client and Capitalization Records Platform Specialist will work alongside clients and legal and administrative team members.

Major Responsibilities:

  • Managing the migration of client equity data (shares, options, convertible securities) from client minute books to equity management solutions such as Carta, including reviewing and extracting relevant information from corporate records and inputting information into Carta in the appropriate format
  • Coordinating the Carta onboarding process for clients, including liaising between the Carta team and the client
  • Establishing expertise as a superuser of Carta and working with the Carta team to develop processes that comply with Osler standards (e.g. Canadian stock option requirements; Canadian tax requirements)
  • Working with clients and Carta customer support to troubleshoot problems
  • Reconciling and resolving discrepancies between minute book records and data stored on equity platforms, including working with complex capitalization tables, lengthy minute books, and datasets consisting of multiple financing rounds
  • Collaborating with lawyers in the Emerging High Growth Companies Group to reconcile deficiencies in client equity data, including conducting audits to ensure integrity and accuracy of data sets
  • Updating and maintaining client Carta accounts to reflect changes in equity data such as (i) share issuances, exchanges and transfers in connection with primary and secondary financing rounds, and (ii) stock option administration including option issuances, option exercises, and amendments to equity incentive plans

Position Requirements
Education and Experience

Knowledge and Skills

  • Strong analytical skills, attention to detail and a problemsolving mindset
  • Ability to manage and prioritize tasks with competing deadlines
  • Familiarity and experience working with equity management software (e.g. Carta, Shareworks, Pulley) and legal entity management software (e.g. ALF Corporate, Athennian)
  • Strong verbal and written communication skills
  • A team player who also works well independently
  • Customer service oriented
  • Strong ability to learn existing business practices


For the safety of firm members and visitors, Osler is committed to complying with the recommendations of public health authorities, including with respect to adopting mandatory vaccination policies.

Employment at Osler is therefore conditional on complying with any vaccination policies that Osler may adopt from time to time in response to the recommendations of public health authorities.

We are currently working in a hybrid work arrangement, which includes a requirement to work partially in the office.

Accessibility and Accommodation

Background and Reference Checks


Please note that any offer of employment will be conditional upon background and reference checks, including a criminal record check, credit check, and employment and educational verifications.


If you have the required background with the ability to provide exceptional customer service and wish to work in one of Canada's leading law firms, please reply in confidence with a cover letter and résumé by the closing date.

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