Funds Paralegal at Carta | CA | Rezi

Funds Paralegal at Carta

Funds Paralegal

Carta · CA

1 months ago

Funds Paralegal

Carta · CA

a month ago
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About the Role

As a Junior Funds Paralegal, you will work to prepare initial drafts of LP transfer documents, liaise with transfer parties, and assist with execution workflows. You will collaborate closely with lawyers and senior paralegals, contributing to high-quality client delivery across fast-moving, high-volume matters. There are opportunities to build commercial and legal expertise, take ownership of client accounts, and progress towards qualification as a practicing legal professional.

Responsibilities

  • Prepare initial drafts of LP transfer documents (transfer agreements, consents, subscription agreements)
  • Liaise with transfer parties on process and timings, and assist with execution workflows
  • Work closely with lawyers and senior paralegals, contributing to high-quality client delivery across fast-moving, high-volume matters
  • Build commercial and legal expertise over time, with opportunities to take ownership of client accounts and progress towards qualification as a practicing legal professional.

Requirements

  • Eager to learn and grow
  • Organised and efficient
  • Prioritise well, manage competing deadlines, and keep matters moving without losing attention to detail
  • A strong communicator
  • Write and speak clearly and professionally
  • A self-starter
  • Take initiative, work independently when needed, and proactively flag issues before they become problems
  • A team player
  • Collaborate effectively with lawyers, senior paralegals, and client-facing teams across a fast-paced environment
  • Prior exposure to LP Transfer processes is a plus but not required

Skills

  • Legal practice
  • Compliance
  • Contracts
  • Funds
  • Communication

Location

  • Americas Region

Work Type

  • Full-time

Experience Level

  • Junior

Education Level

  • Undergraduate Law degree or equivalent is preferred
  • GDL is welcome

About the Company

  • Carta is the connected platform and AI-native ecosystem for private capital.
  • Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions.
  • Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates.
  • Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
  • Carta Law is the largest AI-native law firm for private capital, born from the combination of Avantia Law and Carta.
  • Our lawyers and paralegals work alongside embedded AI agents to deliver investor onboarding, transaction KYC, and high-volume legal work with a speed and consistency that traditional law firms simply can't match.
  • Carta’s London and Denmark locations are a product of our 2022 acquisitions of Capdesk and Vauban.
  • Now operating as one global Carta entity, our U.K. and Denmark locations will enhance the Carta platform with Capdesk and Vauban as proprietary products.
  • At Carta, you’re not just an employee. You’re a builder who is creating infrastructure that accelerates innovation and empowers more ownership.
  • Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits.
  • They work collaboratively and cross functionally to challenge the status quo; working towards a common goal of creating more owners in the private markets.

Equal Opportunity

  • 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, please connect with the talent partner via email.
  • Carta uses E-Verify in the United States for employment authorization.
  • See the E-Verify and Department of Justice websites for more details.
  • For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
  • Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.