Post-Close Associate

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 Team Youll Work With

You will have the opportunity to administer investment vehicles and develop systems and innovative solutions to streamline internal processes. Youll be performing administration for investment entities on behalf of the most talented venture capitalists fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals vehicle formation banking investor onboarding and much more).

You will be supporting specific projects and initiatives across the business while advising stakeholders and clients alike as part of our Fund Operations team. You will also be collaborating and joining forces with our wider Carta accounting fund administration and compliance teams on relevant admin issues related to Cartas products and services. You will also collaborate closely with internal and external teams to ensure effective capital deployment and efficient money movement.

Youll be joining the Fund Operations team as a Senior. Their mission is to deliver accurate timely and scalable SPV administration across the full lifecycle including tax and financial reporting reconciliations distributions investor communications and wind-downs - so our clients can focus on investing. Success in this role looks like ownership speed accuracy and scalability measured by on-time delivery first-pass quality cycle times and client satisfaction.

What Youll Do

• Serve as primary reviewer for financial statements reconciliations tax filings regulatory reports and investor notices.
• Own complex/edge cases end-to-end including exits waterfalls restructurings multi-entity flows and cross-jurisdiction issues.
• Oversee distribution events: requirements approvals investor calculations banking/treasury coordination and post-distribution reconciliations.
• Run strategic client interactions (planning/status/escalations) manage expectations and translate requirements into clear execution plans.
• Maintain and publish the SPV calendar (filings FATCA/CRS audits); forecast capacity and proactively de-risk deadlines.
• Coach mentor and upskill associates; contribute to hiring onboarding and training content; provide clear review feedback.
• Track and report KPIs; perform root-cause analysis on defects and drive corrective actions that improve speed accuracy and scalability.
• Coordinate with Legal Compliance Fund Admin Treasury/Banking and Accounting to manage dependencies and resolve issues.

About You

• 3 years in fund administration public accounting or PE/VC operations with SPV exposure; 2 years reviewing work and/or supervising others.
• Deep understanding of the SPV lifecycle: formation close banking and investor onboarding investments exits distributions tax/financial reporting and wind-down.
• Strong technical foundation in financial reporting and SPV tax/reporting obligations; working knowledge of waterfalls allocations and carried interest mechanics.
• Client-facing communicator who can lead calls negotiate timelines and translate complexity into clear actionable plans.
• Advanced Excel and proficiency with accounting/tax systems and workflow/ticketing tools; comfortable evaluating and implementing automation.
• People developer with a track record of coaching structured feedback and elevating the teams quality bar.
• Calm under pressure; strong judgment and ownership on escalations and tight deadlines.
• Professional qualifications (ACA/ACCA/CPA/CTA) or equivalent experience are a plus; cross-border (US/UK) experience is valued.

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.
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