Business Operations • Mid-Level

Who you are

You have a unique combination of strategic finance expertise and operational leadership — your experience allows you to navigate complex challenges in the private markets space. You excel in relationship management, ensuring a seamless experience for stakeholders during transitions and onboarding. Your background in finance equips you with the skills to enhance the strategic impact of fund CFOs, making you a valuable asset to the team. You understand the intricacies of private capital markets and are passionate about redefining how they operate.

What you'll do

As an LP Portfolio Analytics Client Partner at Carta, you will be responsible for delivering exceptional client experiences by leveraging your strategic finance knowledge. You will work closely with stakeholders to address their operational challenges and provide tailored solutions that enhance their efficiency. Your role will involve collaborating with various teams to ensure that the software solutions meet the needs of the private markets. You will also play a key role in onboarding new clients, guiding them through the transition process to ensure they are set up for success.

What we offer

At Carta, you will join a company recognized for its innovative approach to private market infrastructure. You will have the opportunity to work with a diverse team that is committed to creating a connected ERP for private capital. We offer a collaborative work environment where your contributions will directly impact the future of private markets. You will be part of a culture that values growth, learning, and the pursuit of excellence in everything we do.