Treasury Associate
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
You'll be an integral part of Carta's Fund Administration business, supporting a global Treasury team by owning daily operational processes while driving improvements that enhance the overall client experience. Beyond executing payments and managing bank administration tasks, you'll collaborate cross-functionally to identify inefficiencies, contribute to scalable solutions, and help shape how fund operations are supported at scale.
Requirements
- 2–5 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles
- Strong attention to detail and a high degree of ownership over assigned workflows
- Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
- Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms
- Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
- Experience creating or improving operational workflows and processes in fast-paced environments
- Intellectual curiosity with a strong appetite for continuous learning and growth
- Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
- Interested in building a long-term career in Treasury, Fund Administration, or fintech operations
- Comfortable using or learning AI tools (e.g., Claude, Gemini) to automate workflows and improve operational efficiency
- Understanding of Fund Administration is a plus
Responsibilities
- Own end-to-end payment execution workflows, including initiating and reviewing ACH / Wire and FX payments for client approval
- Collaborate with cross-functional teams such as Product, Engineering and Operations to troubleshoot issues, improve processes, and influence product roadmaps
- Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience
- Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams
- Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform
- Proactively identify operational gaps, risks and support the development of scalable solutions
- Leverage AI-powered tools to streamline payment processing, exception triage, and reporting, and contribute to building scalable AI workflows for the team
- Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources
- Support data analysis and reporting needs using Excel, Metabase, Looker and other internal data tools
- Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls
