Funds 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
As a Funds Delivery Lawyer – LP Transfers, you will manage end-to-end transfers of limited partner interests across multiple client accounts. You will supervise paralegals, coordinate client and counterparty workflows, manage transfer documentation and post-closing actions, maintain client playbooks, support business development, and partner with technology teams on AI-driven legal tools.
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.
- Comfort working with AI-backed legal tools.
- Qualified to practice law in England and Wales or a comparable jurisdiction.
- 5+ years of relevant experience recommended.
Responsibilities
- Supervise and mentor paralegals through complex LP transfer processes.
- 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.
- Build and deepen trusted client relationships.
- Support business development by contributing to new client pitches.
- Partner with the technology team to improve AI-driven legal delivery tools and workflows.