About this role
The Company You’ll Join
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
For more information about our offices and culture, check out our Carta careers page .
The Problems You’ll Solve
As an Associate Fund Controller, you will help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our CFO services. Some of the strategic support we provide includes:
• Capital calls and distributions
• Audit/tax support
• Pre- and post-close services
• Quarterly and annual financials
• Limited Partner communications
You will bring transparency to founders, VCs, General Partners, Limited Partners, and now private credit managers by helping them utilize Carta’s tools and resources such as:
• Real-time IRR
• Real-time portfolio data
• Credit investment performance metrics and exposure reporting
You’ll also:
• Improve our product and software through collaborating with product and engineering teams to continue to develop our Private Equity product suite
• Turn a service industry into a software business through consulting with clients and implementing our fund administration software
• Interact with clients on a daily basis and manage effective client relationships
• Interact with external auditors and tax providers
• Review all client deliverables, including financial packages, capital calls, distributions, credit facility reporting, and ad-hoc client requests
• Assist Directors to execute new and current processes within the team
• Ensure the accounting team is SOC-compliant in all processes and procedures
The Impact You’ll Have
Our goal is to position Carta as the leading Fund Administration provider across Venture Capital, Private Equity, and Private Credit. This is a unique opportunity to work cross-functionally with our product, engineering, go-to-market, and operations teams while expanding your domain knowledge in an exciting and growing asset class. You will also help guide and mentor junior team members.
About You
• 4+ years of experience in Fund Administration
• CPA or CMA preferred
• Prior experience working with or within a fund administrator or private credit investment firm preferred
• You have experience maintaining, managing, and nurturing multiple client relationships
• You’re interested in providing best-in-class service
• You have experience interpreting and understanding Limited Partners