Treasury Analyst
Treasury Analyst
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Salary Not Disclosed
1 Vacancy
Job Description
The Company Youll Join
Carta connects founders investors and limited partners through world-class software purpose-built for everyone in venture capital private equity and private credit. Trusted by 65000 companies in 160 countries Cartas platform of software and services lays the groundwork so you can build invest and scale with confidence.
Cartas Fund Administration platform supports 9000 funds and SPVs representing nearly $185B in assets under management with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune Forbes Fast Company Inc. and Great Places to Work Carta is shaping the future of private market infrastructure.
Together Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions dont work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Cartas software for the Office of the Fund CFO does just that - its a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture check out our Carta careers page.
The Problems Youll Solve
As a Treasury Analyst youll be an integral part of Cartas Fund Administration business supporting a global FA Treasury teamowning daily operational processes while driving improvements that enhance the overall client experience. Beyond executing payments and managing bank administration tasks youll collaborate cross-functionally to identify inefficiencies contribute to scalable solutions and help shape how we support fund operations at scale.
- Own end-to-end payment execution workflows including initiating and reviewing ACH / Wire and FX payments for client approval
- Collaborate with cross-functional teams such as Product Engineering and Operations to troubleshoot issues improve processes and influence product roadmaps
- Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience
- Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams
- Establish and maintain bank connectivity ensuring transactions are accurately uploaded to the Carta platform
- Proactively identify operational gaps risks and support the development of scalable solutions
- Contribute to the creation and maintenance of internal reporting documentation playbooks and training resources
- Support data analysis and reporting needs using Excel Metabase Looker and other internal data tools
- Verify vendor / payee wire instructions collect necessary documentation (e.g. W-9s) and ensure compliance with internal controls
The Impact Youll Have
At Carta were building infrastructure that helps innovators unlock the power of ownership. On the Treasury team youll be at the center of that missionensuring our clients capital flows reliably and efficiently. Youll work closely with the Fund Administration team to help with the day-to-day payment processing requests and bank administration tasks on behalf of fund administration clients. Youll play a vital role in ensuring accurate and timely fund movements for our clients. Your contributions will help improve and scale our Treasury processes while giving you the opportunity to grow cross-functionally and influence how we support fund operations at Carta.
About You
- Fluency in English is required
- 23 years of experience in Treasury banking operations or payment processing with an interest in growing into more strategic or technical roles
- Strong attention to detail and a high degree of ownership over assigned workflows
- Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
- Proficient in Excel and adaptable to learning tools like Looker Salesforce or other internal platforms
- Comfortable navigating ambiguity asking thoughtful questions and proposing ideas for process improvement
- Intellectual curiosity with a strong appetite for continuous learning and growth
- Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
- Interested in building a long-term career in Treasury Fund Administration or fintech operations
- Understanding of Fund Administration is a plus
Disclosures:
- We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed please connect with the talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
- For information on our data privacy policies seePrivacyCA Candidate Privacy and Brazil Transparency Report.
- Please note that all official communications from us will come from an @ or @ domain. Report any contact from unapproved domains to
Required Experience:
IC
Employment Type
Full Time
