Treasury Associate
CartaThe Company You’ll Join
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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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.
The Problems You'll Solve
As a Treasury Associate, 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
- Leverage AI-powered tools to streamline payment processing, exception triage, and reporting — and actively contribute to b
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