Implementations Specialist, Fund Administration

Описание вакансии

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 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

From sale close, to implementation, and continued customer success, the ideal Implementations Project Manager will exhibit excellent communication skills, a high degree of problem-solving, velocity, embracing change and will constantly seek ways to better their process to provide customers with a world-class on-boarding experience. 

• 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

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 security@carta.com.