Paralegal, Funds
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 join Carta's Funds team within Carta Law, working alongside embedded AI agents to deliver investor onboarding, transaction KYC, and high-volume legal work. As a Junior Paralegal, you will rotate across or specialize within one of three practice areas depending on your strengths and interests, building commercial and legal expertise over time and gaining opportunities to take ownership of client accounts.
Requirements
- Eager to learn and grow, motivated and curious about developing expertise in legal practice
- Organised and efficient, able to prioritize and manage competing deadlines
- Strong communicator, able to write and speak clearly and professionally
- Self-starter who takes initiative and works independently
- Team player able to collaborate with lawyers, senior paralegals, and client-facing teams
- Undergraduate Law degree or equivalent preferred
- Prior exposure to LP Transfer processes is a plus but not required
Responsibilities
- Prepare initial drafts of LP transfer documents including transfer agreements, consents, and subscription agreements
- Liaise with transfer parties on process and timings, and assist with execution workflows
- Work closely with lawyers and senior paralegals, contributing to high-quality client delivery across fast-moving, high-volume matters
- Build commercial and legal expertise over time, with opportunities to take ownership of client accounts and progress towards qualification via the SQE route
Benefits
- Equity for all full time roles