Implementations Project Manager, Fund Admin

1 semana atrás

Rio de Janeiro, Rio de Janeiro, Brasil Carta Tempo inteiro

The Company You'll Join

Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine. Carta's world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.

Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.

Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO.

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

At Carta we create owners and make private markets liquid. We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they've managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners.

At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft.

The Problems You'll Solve

As an Implementations Project Manager, you will focus efforts on supporting new Investor Services customers in their journey into Carta services. You will drive operational excellence within our fast-growing Investor Services business by coordinating, facilitating and managing on-boarding activities that are critical to achieving success for both our customers and Carta within a tight deadline.

  • Support new Fund Administration, Portfolio Insights, and Valuations' clients by on-boarding them onto Carta – i.e., implementation of client's limited partners list, investments, capitalization table and securities.
  • Extract relevant information from operating agreements and subscription documents to upload limited partners to Carta.
  • Analyze data thoroughly and precisely to maintain data integrity throughout the on-boarding process.
  • Effectively liaise between sales and Investor Services teams as the bridge post-sales through implementation.
  • Coordinate and manage multiple/simultaneous implementation projects by continually communicating with and motivating clients.
  • Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process.
  • Work closely with product and engineering to improve the on-boarding experience for customers.

The Impact You'll Have

You'll play a critical role in the transformation of the financial services industry through partnering with our new clients and helping them implement our software. In this role you will be responsible for interacting with a fund's back office (CFO, fund manager) to collect their historical data, provide advisory support, and ultimately deliver accurate data to both the client and internal stakeholders.

About You

  • Proven success in a project management capacity.
  • Ability to interpret a story through unstructured data.
  • Experience working with financial data and information.
  • Great people skills – high degree of empathy and great communication skills.
  • Experience working with clients.
  • Experience in implementing and successfully managing small and large projects or initiatives with sustained, measurable success.
  • Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously.
  • Passionate, tactical, and direct, with an ambitious attitude and a proven history to go above and beyond baseline requirements.
  • Interested in working with enterprise software.

Salary

Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. If you are located in New York, New York, our minimum cash compensation salary range for this role is $81,000 - $85,000 (if applicable, + commission). We are hiring for multiple levels and locations , so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

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, connect with us via email at As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Please note that all official communications from us will come from an @carta.com domain.

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