Treasury Associate

Job Overview

As a Treasury Associate at Carta, you will be an integral part of the Fund Administration business, supporting the global FA Treasury team. Your responsibilities will include daily operational processes and driving improvements to enhance the overall client experience.

Responsibilities

• 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

Requirements

• 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
• 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
• Comfortable using or learning AI tools (e.g., Claude, Gemini) to automate workflows and improve operational efficiency
• Understanding of Fund Administration is a plus