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About the Role
Join our Funds team within the LP Transfers function, managing the end-to-end transfer process for limited partner interests. You will own day-to-day client relationships and serve as the primary point of contact for complex multi-party transfer workflows, utilizing AI-backed tools to deliver high-quality outcomes for sophisticated asset managers and investment funds.
Responsibilities
- Supervise and mentor paralegals through complex LP transfer processes, ensuring documentation is accurate, timely, and aligned with client playbooks and SLAs.
- Serve as the primary point of contact for clients and counterparties, coordinating KYC/AML, transfer documentation, signing, and post-closing actions.
- Own and evolve client playbooks and negotiation parameters, escalating material issues to the Legal Director while maintaining deal momentum.
- Build and deepen trusted client relationships, positioning Carta as the go-to partner for LP transfer work.
- Support business development by contributing to new client pitches alongside the Growth team.
- Partner with the technology team to continuously improve AI-driven legal delivery tools and workflows.
Requirements
- Experienced in funds law with a strong background in LP transfers, closed-ended funds, or private markets work.
- Ability to independently manage complex transfer processes.
- Client-focused and commercially minded with the ability to build strong relationships with sophisticated asset manager and investment fund clients.
- Clear communication skills under pressure.
- Experience supervising and developing junior lawyers and paralegals.
- Ability to manage team performance across multiple simultaneous workflows.
- Detail-driven and execution-focused with the ability to prioritize effectively, handle competing deadlines, and maintain momentum.
- Comfortable working with AI-backed legal tools and curious about the role of technology in modern legal delivery.
- Licensed to practice in England & Wales or a comparable jurisdiction.
- 5+ years of relevant experience recommended.
Skills
- Funds law
- LP transfers
- Closed-ended funds
- Private markets
- Client relationship management
- Legal documentation
- KYC/AML
- AI-backed legal tools
- Team supervision
- Mentoring
Location
- Remote
Work Type
- Full-time
Experience Level
- 5+ years of relevant experience
Education Level
- Licensed to practice in England & Wales or a comparable jurisdiction
About the Company
- Carta is the connected platform and AI-native ecosystem for private capital, built to replace fragmented tools with a single system of record.
- Carta brings together software, services, and legal infrastructure for founders, fund managers, and legal teams.
- 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.
- 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.