Engagement Letter Lawyer
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people.
About Carta
Carta operates a platform for private capital that helps companies, private equity and venture capital firms, limited partners, and other financial organizations manage portfolios, move money, and model investment scenarios. Its offerings include equity and cap table management, valuations, compensation, liquidity, fund administration, fund tax, SPVs, deal CRM, portfolio valuations, loan operations, LP analytics, compliance, contracts, and attorney-led legal services. Carta combines software, AI capabilities, and expert human services for private capital workflows.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will review, negotiate, and finalise engagement letters using client playbooks and agreed turnaround times. You will advise clients and counterparties, maintain playbooks with negotiation feedback, support NDA and routine commercial-contract work, and use AI-backed legal tools.
Requirements
- 5+ years’ PQE
- Experience independently negotiating engagement letters and similar pre-M&A contracts
- Qualification to practise law in the UK, Europe, US, or Canada
- Experience with asset managers, investment banks, or other financial-services firms
- Knowledge of financial-services client expectations
- Commercial legal advice
- AI-backed legal tools
- Legal technology
Responsibilities
- Review, negotiate, and finalise engagement letters
- Work from client playbooks and meet agreed turnaround times
- Act as the day-to-day client contact for engagement letter matters
- Liaise with counterparties and resolve queries
- Keep client playbooks current with negotiation positions and fallback terms
- Support NDA and routine commercial-contract work
- Use AI-backed tools and provide product feedback
- Share learnings with paralegals and junior lawyers
Benefits
- Equity for full-time employees