Treasury Associate

Carta•Sandy, UT

23h

About The Position

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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 . 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.

Requirements

2–3 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles
Strong attention to detail and a high degree of ownership over assigned workflows
Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms
Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
Experience creating or improving operational workflows and processes in fast-paced environments
Intellectual curiosity with a strong appetite for continuous learning and growth
Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
Interested in building a long-term career in Treasury, Fund Administration, or fintech operations

Nice To Haves

Understanding of Fund Administration is a plus

Responsibilities

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
Review, interpret, and upload bank and brokerage transactions from statements into client bank feeds when automated connectivity is unavailable
Proactively identify operational gaps, risks and support the development of scalable solutions
Experience creating and improving operational workflows and processes from scratch in fast-paced environments with minimal guidance
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
Own end-to-end payment execution workflows, including initiating and reviewing ACH / Wire and FX payments for client approval
Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls
Support data analysis and reporting needs using Excel, Metabase, Looker and other internal data tools
Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources