Treasury Associate

The Role

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

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

Impact

At Carta, we're building infrastructure that helps innovators unlock the power of ownership. As a Treasury Associate, you'll be at the center of that mission, ensuring our clients' capital flows reliably and efficiently. You'll work closely with the Fund Administration team to help with the day-to-day payment processing requests and bank administration tasks on behalf of fund administration clients.

About You

• 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
• Understanding of Fund Administration is a plus