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Support lawyers and senior paralegals on high-volume, investment-related matters: perform first-round markups of NDAs and commercial contracts, manage document lifecycles and deadlines, communicate with counterparties, assist with execution, and build commercial and legal expertise with opportunities for account ownership and SQE qualification.

Manage high-volume intake, first-round markups, and drafting of investment-related NDAs and transactional documents; coordinate client workflows and document portals; support US lawyers with ad hoc legal drafting; drive contracts to execution while balancing speed and attention to detail.

Negotiate and manage high-volume pre-M&A contracts (NDAs, NRLs, joinders, engagement letters), serve as day-to-day counsel for fund and asset manager clients, maintain client playbooks, mentor junior lawyers and paralegals, and help improve Carta's legal technology (AI-backed) tools and workflows.

Negotiate and manage high-volume pre-M&A contracts (NDAs, NRLs, joinders, engagement letters); serve as primary client contact for investment funds and asset managers; maintain client playbooks; mentor junior lawyers and paralegals; and help improve Carta's legal technology and AI-backed tools.

Prepare initial drafts of LP transfer documents, liaise with transfer parties, assist execution workflows, and support lawyers and senior paralegals on high-volume fund matters. Contribute to client delivery, build commercial and legal expertise, and progress toward SQE qualification over time.

Provide high-volume contract support for the UK Contracts team: intake and first-round markup of NDAs and investment documents, first-round drafting for UK lawyers, manage client workflows and document portals, drive contracts to execution, and ensure fast, commercially sound, quality outputs.

Perform KYC and AML due diligence on private equity fund transactions: analyze transaction and ownership structures, identify counterparties and risks, gather documentation, liaise with deal/legal/compliance teams, ensure regulatory and jurisdictional compliance, and flag issues to prevent deal delays.

Partner with venture capital clients to manage fund accounting tasks including capital calls, audit/tax support, financial statements, LP communications, and fund administration consulting. Collaborate with product, engineering, GTM, and operations to improve software, provide reporting (IRR, TVPI, RVPI), and scale services while ensuring timely, accurate client delivery.

Manage the full Canadian accounting lifecycle for VC/PE funds, support quarter-end and annual close, ensure accurate position and cash reconciliations, provide IFRS/ASPE/Canadian GAAP expertise, build and lead a Canadian fund accounting team, partner with product and GTM to align commercial commitments and delivery.

As a Lead Product Manager, you will drive the evolution of our Fund Tax and Fund Operations platforms, enhancing product strategy and delivery.