Treasury Associate

The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

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 building scalable AI workflows for the team.
• Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources
• Support data analysis and reporting needs using Excel, Metabase, Looker and other internal data tools
• Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls

About You

• 2–5 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