Treasury Associate

The Company You’ll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places. 

Carta is trusted by more than 30,000 companies and over half a million employees in nearly 150 countries to manage cap tables, compensation, and valuations. Carta also supports over 5,000 funds representing over $100B in assets under administration with their venture capital solutions. Carta’s liquidity solutions have returned $13B to shareholders in secondary transactions. Today Carta’s platform manages over two trillion dollars in equity for nearly two million people globally. Companies and funds like Canva, Tribe, and Pipe build their businesses on Carta. 

The company has been included on the Forbes World’s Best Cloud Companies, Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies. For more information, visit carta.com.

The Team You’ll Work With

You will be part of a new group under Treasury to support Carta’s Fund Administration team with venture capital client’s daily banking and payment processing operations.

The Problems You’ll Solve

In this role, you’ll work closely with the Fund Administration team to help with the day-to-day payment processing requests on behalf of the venture capital clients.

  • Initiate and review ACH, wires, and F/X funds transfers for client’s approval
  • Create and initiate vendor payments on bill.com
  • Generate bank statements and payment transaction reports
  • Work with Onboard and Preclose teams to set up new client’s bank accounts
  • Collect W9s and confirm wire instructions for new payees or vendors
  • Support Fund Admin team on any bank account related inquiries
  • Help develop and maintain operational procedures
  • Participate and partner with cross-functional teams on product related initiatives and process improvements

About You

  • 2-3 years of Treasury, payment processing, or banking services experience
  • Understanding of Fund Administration is a plus
  • Strong Excel knowledge and technical aptitude
  • Must love problem solving and reconciling data
  • Strong critical thinking, problem solving, and decision-making skills
  • Intellectual curiosity with an appetite to constantly learn more
  • Strong work ethic, organized, and high attention to detail
  • Great communication and presentation skills
  • Flexible to changes and can excel in a fast moving working culture

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, connect with us via email at recruiting@carta.com. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.