Post-Close Associate
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 support the administration of funds and investment vehicles and develop solutions that streamline internal processes. You will deliver projects on time, help customers remain compliant, collaborate on product and service issues, validate tax documentation, and prepare and file annual reports.
Requirements
- Bachelor's degree in accountancy, finance, or a related field
- 3–4 years of FATCA and CRS documentation validation, annual-report preparation, and filing experience
- FATCA and CRS filing experience across Singapore, Malaysia, Cayman Islands, British Virgin Islands, Abu Dhabi, and Australia
- GIIN application and local tax-authority portal experience
- Knowledge of CRS 2.0
- Analytical skills
- Fund industry knowledge
- AI and automation knowledge
Responsibilities
- Support fund and investment vehicle administration
- Develop solutions to streamline internal processes
- Deliver projects and initiatives on time
- Help customers remain compliant with regulations
- Collaborate on product and service issues
- Validate FATCA and CRS tax documentation
- Prepare and file annual reports
- Assist clients with GIIN applications and registrations
- Monitor FATCA and CRS regulatory changes