Implementations Project Manager, Fund Admin at Carta

Sandy, Utah, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Venture Capital, Private Equity, Private CreditIndustries

Requirements

Excellent communication skills
High degree of problem-solving skills
Ability to analyze data thoroughly and precisely to maintain data integrity
Capability to extract relevant information from operating agreements and subscription documents
Strong coordination and project management skills for multiple simultaneous projects
Experience liaising between sales and services teams
Ability to motivate clients and communicate effectively
Continuous improvement mindset for processes

Responsibilities

Support new Fund Administration, Portfolio Insights, and Valuations clients by onboarding them onto Carta (implementation of 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 onboarding process
Liaise effectively between sales and Investor Services teams as the bridge post-sales through implementation
Coordinate and manage multiple/simultaneous implementation projects by communicating with and motivating clients
Continuously look for ways to improve the efficiency and effectiveness of the onboarding process
Work closely with product and engineering to improve the onboarding experience for customers
Interact with fund’s back office (CFO, fund manager) to collect historical data, provide advisory support, and deliver accurate data to clients and internal stakeholders

Skills

Key technologies and capabilities for this role

Project ManagementImplementationFund AdministrationERPPrivate Markets

Questions & Answers

Common questions about this position

What is the salary or compensation for this Implementations Project Manager role?

This information is not specified in the job description.

Is this Implementations Project Manager position remote or does it require office work?

This information is not specified in the job description.

What key skills are required for the Implementations Project Manager role?

Key skills include coordinating and managing onboarding activities, extracting information from operating agreements and subscription documents, analyzing data thoroughly to maintain integrity, and liaising between sales and Investor Services teams.

What is the company culture like at Carta?

Carta values being helpful, transparent, fair, and kind, while being relentless executors, unconventional thinkers, and masters of their craft.

What makes a strong candidate for this Implementations Project Manager position?

Strong candidates excel at driving operational excellence in fast-paced environments, managing tight-deadline onboarding for fund administration clients, handling data analysis with precision, and coordinating cross-team efforts.

Carta

Financial platform for fundraising and equity management

About Carta

Carta provides a platform that helps businesses, particularly startups and investment firms, manage their fundraising processes more efficiently. The platform offers a variety of tools and services that assist in asset management, back office automation, and portfolio insights. One of its standout features is the use of machine learning to provide real-time market intelligence, which helps businesses make informed decisions about employee compensation. Additionally, Carta simplifies the process of equity sales for employees and investors, making it easier to navigate what can often be a complicated area. Unlike many competitors, Carta focuses on providing a comprehensive suite of services that not only streamline fundraising but also support audit, tax, and valuation needs. The goal of Carta is to make the fundraising journey faster, easier, and more cost-effective for its clients.

San Francisco, CaliforniaHeadquarters

2012Year Founded

$1,097MTotal Funding

SERIES_GCompany Stage

Fintech, AI & Machine Learning, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months

Risks

Increased competition from startups like Slice threatens Carta's market share.

Recent data breach raises concerns about Carta's data security.

Decline in venture deal count on Carta's platform indicates potential business slowdown.

Differentiation

Carta offers a comprehensive platform for managing equity electronically.

Carta provides real-time market intelligence powered by machine learning.

Carta simplifies equity sales for employees, stakeholders, and investors.

Upsides

Increased demand for digital equity management solutions benefits Carta.

Corporate Transparency Act creates a new market for Carta's compliance solutions.

Rising Series A valuations boost demand for Carta's services.

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