Funds Lawyer
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people. Its products support equity management, fund administration, portfolio analytics, compliance, tax, and related services for companies, funds, investors, and legal teams.
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
As a Funds Delivery Lawyer – LP Transfers, you will manage the end-to-end transfer process for limited partner interests across multiple client accounts each quarter. You will supervise and mentor paralegals through complex LP transfer processes, ensuring documentation is accurate, timely, and aligned with client playbooks and SLAs. You will serve as the primary point of contact for clients and counterparties, coordinating KYC/AML, transfer documentation, signing, and post-closing actions. You will own and evolve client playbooks and negotiation parameters, escalating material issues to the Legal Director while maintaining deal momentum. You will build and deepen trusted client relationships, support business development by contributing to new client pitches, and partner with the technology team to continuously improve AI-driven legal delivery tools and workflows.
Requirements
- Strong background in LP transfers, closed-ended funds, or private markets work
- Ability to independently manage complex transfer processes
- Experience supervising and developing junior lawyers and paralegals
- Ability to manage team performance across multiple simultaneous workflows
- Comfortable working with AI-backed legal tools
- Qualified to practice law in England & Wales or a comparable jurisdiction
- 5+ years of relevant experience recommended
Responsibilities
- Supervise and mentor paralegals through complex LP transfer processes, ensuring documentation is accurate, timely, and aligned with client playbooks and SLAs
- Serve as the primary point of contact for clients and counterparties, coordinating KYC/AML, transfer documentation, signing, and post-closing actions
- Own and evolve client playbooks and negotiation parameters, escalating material issues to the Legal Director while maintaining deal momentum
- Build and deepen trusted client relationships, positioning Carta as the go-to partner for LP transfer work
- Support business development by contributing to new client pitches alongside the Growth team
- Partner with the technology team to continuously improve AI-driven legal delivery tools and workflows