Implementations Project Specialist, Investor Services

Carta (Rio de Janeiro, Brasil) Publicado 22 dias atrás

The Company You’ll Join

At Carta we create owners and make private markets liquid.

We live in a world where some people live on the equity stack and enjoy exponential wealth growth and preferential tax treatment; others live on the debt stack and may work their entire lives for a company and retire only with the cash they’ve managed to save from their paychecks. Our contribution to solving the wealth inequality problem is moving people from the debt stack (payroll) to the equity stack. By making it as easy to issue equity to employees as it is to put them on payroll, we can create more owners.

At Carta, we are helpful, transparent, fair, and kind. We are relentless executors, unconventional thinkers, and masters of our craft.

To learn more, here is what one of our investors wrote about leading our Series F.

The Problems You’ll Solve

As an Implementations Project Specialist, you will focus efforts on supporting new Investor Services customers in their journey into Carta services. You will drive operational excellence within our fast-growing Investor Services business by coordinating, facilitating and managing on-boarding activities that are critical to achieving success for both our customers and Carta within a tight deadline.

  • Support new Fund Administration, Portfolio Insights, and Valuations' clients by on-boarding them onto Carta – i.e., implementation of client’s limited partners list, investments, capitalization table and securities
  • Extract relevant information from operating agreements and subscription documents to upload limited partners to Carta
  • Analyze data thoroughly and precisely to maintain data integrity throughout the on-boarding process
  • Effectively liaise between sales and Investor Services teams as the bridge post-sales through implementation
  • Coordinate and manage multiple/simultaneous implementation projects by continually communicating with and motivating clients
  • Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process
  • Work closely with product and engineering to improve the on-boarding experience for customers

The Impact You’ll Have

You’ll play a critical role in the transformation of the financial services industry through partnering with our new clients and helping them implement our software. In this role you will be responsible for interacting with a fund’s back office (CFO, fund manager) to collect their historical data, provide advisory support, and ultimately deliver accurate data to both the client and internal stakeholders.

About You

From sale close, to implementation, and continued customer success, the ideal Implementations Project Manager will exhibit excellent communication skills, a high degree of problem-solving, velocity, embracing change and will constantly seek ways to better their process to provide customers with a world-class on-boarding experience.

  • Proven success in a project management capacity
  • Ability to interpret a story through unstructured data
  • Experience working with financial data and information
  • Great people skills – high degree of empathy and great communication skills
  • Experience working with clients
  • Experience in implementing and successfully managing small and large projects or initiatives with sustained, measurable success
  • Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously
  • Passionate, tactical, and direct, with an ambitious attitude and a proven history to go above and beyond baseline requirements
  • Interested in working with enterprise software

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, connect with us via email at As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

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Implementations Project Specialist, Investor Services

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