Implementations Project Manager, Fund Admin
Implementations Project Manager, Fund Admin
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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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.
**Please submit resume in English**
The Problems Youll Solve
As an Implementations Project Manager you will focus efforts on supporting new Investor Services customers in their journey into Carta services. You will drive operational excellence within our fast-growing Investor Services business by coordinating facilitating and managing on-boarding activities that are critical to achieving success for both our customers and Carta within a tight deadline.
- Support new Fund Administration Portfolio Insights and Valuations clients by on-boarding them onto Carta i.e. implementation of clients limited partners list investments capitalization table and securities
- Extract relevant information from operating agreements and subscription documents to upload limited partners to Carta
- Analyze data thoroughly and precisely to maintain data integrity throughout the on-boarding process
- Effectively liaise between sales and Investor Services teams as the bridge post-sales through implementation
- Coordinate and manage multiple/simultaneous implementation projects by continually communicating with and motivating clients
- Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process
- Work closely with product and engineering to improve the on-boarding experience for customers
The Impact Youll Have
Youll play a critical role in the transformation of the financial services industry through partnering with our new clients and helping them implement our this role you will be responsible for interacting with a funds back office (CFO fund manager) to collect their historical data provide advisory support and ultimately deliver accurate data to both the client and internal stakeholders.
About You
From sale close to implementation and continued customer success the ideal Implementations Project Manager will exhibit excellent communication skills a high degree of problem-solving velocity embracing change and will constantly seek ways to better their process to provide customers with a world-class on-boarding experience.
- Proven success in a project management capacity
- Ability to interpret a story through unstructured data
- Experience working with financial data and information
- Great people skills high degree of empathy and great communication skills
- Experience working with clients
- Experience in implementing and successfully managing small and large projects or initiatives with sustained measurable success
- Incredible organizational skills high attention to detail and an ability to complete competing priorities quickly and autonomously
- Passionate tactical and direct with an ambitious attitude and a proven history to go above and beyond baseline requirements
- Interested in working with enterprise software
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
Contract
