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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.
As a Treasury Analyst, you’ll be an integral part of Carta’s Fund Administration business supporting a global FA Treasury team—owning daily operational processes while driving improvements that enhance the overall client experience. Beyond executing payments and managing bank administration tasks, you’ll collaborate cross-functionally to identify inefficiencies, contribute to scalable solutions, and help shape how we support fund operations at scale.
- Own end-to-end payment execution workflows, including initiating and reviewing ACH / Wire and FX payments for client approval
- Collaborate with cross-functional teams such as Product, Engineering and Operations to troubleshoot issues, improve processes, and influence product roadmaps
- Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience
- Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams
- Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform
- Proactively identify operational gaps, risks and support the development of scalable solutions
- Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources
- Support data analysis and reporting needs using Excel, Metabase, Looker and other internal data tools
- Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls
At Carta, we’re building infrastructure that helps innovators unlock the power of ownership. On the Treasury team, you'll be at the center of that mission—ensuring our clients' capital flows reliably and efficiently. You'll work closely with the Fund Administration team to help with the day-to-day payment processing requests and bank administration tasks on behalf of fund administration clients. You’ll play a vital role in ensuring accurate and timely fund movements for our clients. Your contributions will help improve and scale our Treasury processes, while giving you the opportunity to grow cross-functionally and influence how we support fund operations at Carta.
About You- Fluency in English, both verbal and written
- 2–3 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles
- Strong attention to detail and a high degree of ownership over assigned workflows
- Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
- Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms
- Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
- Intellectual curiosity with a strong appetite for continuous learning and growth
- Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
- Interested in building a long-term career in Treasury, Fund Administration, or fintech operations
- Understanding of Fund Administration is a plus
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 [email protected].
Skills Required
- 2-3 years of experience in Treasury, banking operations, or payment processing
- Strong attention to detail
- Proficient in Excel
- Fluency in English, both verbal and written
- Comfortable navigating ambiguity and proposing process improvements
Carta Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Carta and has not been reviewed or approved by Carta.
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Fair & Transparent Compensation — Compensation is portrayed as market-competitive in many roles, with particularly strong positioning in engineering and product packages. Pay is also framed as comparatively strong versus other aspects of the overall employee experience.
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Parental & Family Support — Parental leave is positioned as notably generous, with extended paid leave for birthing parents and paid bonding leave for all parents. Family-building support is also emphasized through fertility treatment and egg-freezing coverage.
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Leave & Time Off Breadth — Time off is structured with a required minimum amount of paid leave and then additional flexibility through an unlimited PTO and sick-time approach. This design is intended to ensure time off is actually taken while preserving flexibility beyond the minimum.
Carta Insights
What We Do
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. Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies list. For more information, visit carta.com.
Why Work With Us
Carta is a place where everyone can be the best version of themselves. We're a team of unconventional builders who's focus is to create infrastructure for innovators. Join our team and help us to create more owners.
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