Transformation Financial Services Specialist

2 semanas atrás

Rio de Janeiro, Rio de Janeiro, Brasil beBeeImplementation Tempo inteiro US$81.000 - US$85.000
Financial Services Transformation Specialist

The Financial Services industry is undergoing a significant transformation, driven by technological advancements and changing customer needs. As a key player in this sector, Carta is at the forefront of innovation, providing cutting-edge solutions to address the complex challenges faced by financial institutions.

This role will play a critical part in shaping the future of financial services, working closely with our clients to implement our software and deliver exceptional results. The successful candidate will possess excellent communication skills, a high degree of problem-solving ability, and a strong passion for driving business growth.

  • Job Description: Support new Investor Services customers in their journey into Carta services, driving operational excellence within our fast-growing Investor Services business.
  • Key Responsibilities:
    • Onboard new Fund Administration, Portfolio Insights, and Valuations' clients onto Carta.
    • 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 onboarding process.
    • Liaise between sales and Investor Services teams as the bridge post-sales through implementation.
    • Coordinate and manage multiple/simultaneous implementation projects.
    • Continuously look for ways to improve the efficiency and effectiveness of the onboarding process.

Benefits:

We offer a competitive salary, equity for all full-time roles, exceptional benefits, and commissions plans for applicable roles. Our compensation package is designed to attract and retain top talent in the industry.

Requirements:

To succeed in this role, you will need:

  • Proven success in project management capacity.
  • Ability to interpret a story through unstructured data.
  • Experience working with financial data and information.
  • Great people skills and high degree of empathy.
  • Experience working with clients and implementing small and large projects or initiatives.
  • Incredible organizational skills and attention to detail.

About Us:

Carta is committed to creating a positive interview experience for every candidate. We are an equal opportunity employer and value fairness, helpfulness, transparency, leadership, and teamwork. If you are passionate about driving business growth and making a meaningful impact, we encourage you to apply.

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