Post-Close Associate
The Post-Close Associate at Carta will be an integral member of the Fund Administration team, focusing on the administration of funds and investment vehicles. This role involves developing systems and innovative solutions to streamline internal processes, ensuring compliance with regulations, and collaborating with fund managers and dealmakers to support the companies of tomorrow.
Key responsibilities include supporting fund administration, developing systems to streamline internal processes, and collaborating with various teams to ensure deliverables are met on time. The role also involves working on specific projects and initiatives across the business, ensuring customers remain compliant with regulations, and collaborating with fund administration, compliance, sales, and product teams on relevant issues related to products and services.
Candidates should possess a Bachelor’s degree in Accountancy, Finance, or related fields, with 3–4 years of hands-on experience in FATCA/CRS tax documentation validation, preparation, and filing of annual reports. Familiarity with preparing and submitting FATCA and CRS filing obligations across various jurisdictions, including Singapore, Malaysia, Cayman Islands, British Virgin Islands, Abu Dhabi, and Australia, is essential. The ideal candidate should also have experience guiding clients with GIIN applications and registrations on local tax authority portals for FATCA and CRS purposes.
The compensation package includes an annual salary, with specific details to be discussed during the interview process. Benefits encompass medical, dental, and vision insurance, a 401(k) plan, generous vacation time, and paid bonding leave.
Carta fosters a culture of innovation and collaboration, encouraging employees to leverage AI and automation to optimize workflows and scale processes. The company values individuals who are detail-oriented, analytical, and eager to work in a fast-paced environment. Employees are expected to stay current with evolving FATCA/CRS regulations and their impact on reporting and due diligence obligations.