Treasury Associate

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.

For more information about our offices and culture, check out our Carta careers page.

The Problems You'll Solve

As a Treasury Associate, you’ll be an integral part of Carta’s Fund Administration business supporting a global FA Treasury team—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 we support fund operations at scale.

• 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

• Review, interpret, and upload bank and brokerage transactions from statements into client bank feeds when automated connectivity is unavailable

• Proactively identify operational gaps, risks and support the development of scalable solutions

• Experience creating and improving operational workflows and processes from scratch in fast-paced environments with minimal guidance

• 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

• Own end-to-end payment execution workflows, including initiating and reviewing ACH / Wire and FX payments for client approval

• Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls

• Support data analysis and reporting needs using Excel, Metabase, Looker and other internal data tools

• Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources

The Impact You’ll Have

At Carta, we’re building infrastructure that helps innovators unlock the power of ownership. On the Treasury team, you'll be at the center of that mission—ensuring our clients' capital flows reliably and efficiently. You'll work closely with the Fund Administration team to help with the day-to-day payment processing requests and bank administration tasks on behalf of fund administration clients. You’ll play a vital role in ensuring accurate and timely fund movements for our clients. Your contributions will help improve and scale our Treasury processes, while giving you the opportunity to grow cross-functionally and influence how we support fund operations at Carta.

About You

• 2–3 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

• Understanding of Fund Administration is a plus

Disclosures:

• We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.

• Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.

• For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.

• Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [email protected].