Associate, Capital Activity

The Problems You'll Solve

• Complete capital call requests ranging from simple to complex (custom requests, late interest calculations, etc.)  
• Complete simple distribution requests without assistance and work on more complex distribution requests together with team lead and manager
• Monitor request queue and proactively escalate any requests that require help from more senior members of the team
• Collaborate with cross-functional teams to identify technical requirements, propose solutions, and implement improvements

The Team You'll Work With

You’ll be joining our Capital Activity Functional Team. This team is responsible for all capital activity requests submitted by clients, such as capital calls and distributions, as well as calculations associated with those requests. We support clients by:

• Preparing capital call notices using Carta proprietary software and providing supporting calculations when necessary
• Preparing distribution notices using Carta proprietary software and providing supporting calculations when necessary
• Collaborating cross-functionally with Treasury, Fees and Fund Accounting teams, when needed, to ensure capital activity events are executed efficiently and without errors 
• Delivering client education on Carta processes around capital calls and distributions 

About You

• You have an understanding of accounting principles and preferably have background in fund accounting or audit
• You have an operational mindset and are constantly looking for ways to streamline processes
• You have the ability to troubleshoot and problem solve
• You have strong organization skills and high attention to detail
• You have a high desire to learn

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:

 $80,750.00 - $95,000.00 in Seattle, WA
 $85,000.00 - $100,000.00 in San Francisco, CA

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.