Post-Close Associate at Carta

London, England, United Kingdom

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Venture Capital, Private Equity, Private Credit, Financial Services, FinTechIndustries

Requirements

3+ years in fund administration, public accounting, or PE/VC operations with SPV exposure
2+ years reviewing work and/or supervising others
Deep understanding of the SPV lifecycle: formation

Responsibilities

Serve as primary reviewer for financial statements, reconciliations, tax filings, regulatory reports, and investor notices
Own complex/edge cases end-to-end, including exits, waterfalls, restructurings, multi-entity flows, and cross-jurisdiction issues
Oversee distribution events: requirements, approvals, investor calculations, banking/treasury coordination, and post-distribution reconciliations
Run strategic client interactions (planning/status/escalations), manage expectations, and translate requirements into clear execution plans
Maintain and publish the SPV calendar (filings, FATCA/CRS, audits); forecast capacity and proactively de-risk deadlines
Coach, mentor, and upskill associates; contribute to hiring, onboarding, and training content; provide clear review feedback
Track and report KPIs; perform root-cause analysis on defects and drive corrective actions that improve speed, accuracy, and scalability
Coordinate with Legal, Compliance, Fund Admin, Treasury/Banking, and Accounting to manage dependencies and resolve issues

Skills

Key technologies and capabilities for this role

Fund AdministrationInvestment VehiclesVenture CapitalPrivate EquityFund OperationsERPAccountingInvestor OnboardingProcess StreamliningStakeholder Management

Questions & Answers

Common questions about this position

What does the Post-Close Associate role at Carta involve?

You'll serve as the primary reviewer for financial statements, reconciliations, tax filings, regulatory reports, and investor notices, while owning complex end-to-end cases like exits, waterfalls, restructurings, and cross-jurisdiction issues.

What team will I be joining in this role?

You'll join the Fund Operations team as a Senior, collaborating with accounting, fund administration, and compliance teams to deliver accurate, timely, and scalable SPV administration across the full lifecycle.

What is the company culture like at Carta?

This information is not specified in the job description. For more details, check out the Carta careers page.

Is this a remote position or does it require office work?

This information is not specified in the job description. For more information about offices, check out the Carta careers page.

What makes a strong candidate for the Post-Close Associate role?

Success looks like demonstrating ownership, speed, accuracy, and scalability, measured by on-time delivery, first-pass quality, cycle times, and client satisfaction.

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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