Carta

Carta

Treasury Associate

Sandy, UT

Sponsorship not specifiedDetected 27 days ago
Data AnalysisData VisualizationSalesforceExcelProcess ImprovementERPCommunicationProblem SolvingCritical ThinkingAdaptabilityInternal Audit

About the role

  • Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
  • 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  • Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.

Nice to have

  • 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
  • Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
  • Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
  • Experience creating or improving operational workflows and processes in fast-paced environments
  • Strong problem-solving and critical thinking skills
  • naturally curious and solution-oriented
  • Understanding of Fund Administration is a plus

Skills

  • Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources
  • Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls

Equal opportunity

  • equal opportunity employer and are committed to providing a positive interview experience for every candidate.

This listing is sourced directly from Carta's careers page and normalized into a canonical job model.