Post-Close Associate

About the role

Carta's Fund Administration team is growing and is looking for a Post-Close Associate to support the administration of funds and investment vehicles. The role involves developing systems and solutions that streamline internal processes, working alongside fund managers and dealmakers, and helping them support the companies of tomorrow.

Key responsibilities

• Support the administration of funds and investment vehicles.
• Develop systems and innovative solutions to streamline internal processes.
• Work on specific projects and initiatives across the business, meeting deadlines and keeping customers compliant with regulations.
• Collaborate with the fund administration, compliance, sales and product teams on product and service issues.

Required profile

• Bachelor's degree in Accountancy, Finance or a related field.
• 3-4 years of hands-on experience in FATCA/CRS tax documentation validation, preparation and filing of annual reports.
• Familiarity with FATCA and CRS filing obligations across Singapore, Malaysia, Cayman Islands, British Virgin Islands, Abu Dhabi and Australia.
• Experience guiding or assisting clients with GIIN applications and registrations on local tax authority portals for FATCA and CRS.
• Keen interest in learning complementary operational functions beyond the core tax domain.
• Detail-oriented, analytical, able to prioritize competing demands and thrive in fast-paced environments.

Required skills

• Stay current with evolving FATCA/CRS regulations, including CRS 2.0, and their impact on reporting and due diligence obligations.
• Interest in using AI and automation to optimize workflows and scale processes.