Carta

Senior Funds Lawyer

Carta$125K — $150K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in funds law, particularly regarding LP transfers
  • Ability to independently manage complex transfer processes
  • Proven track record of building relationships with sophisticated asset managers and clients
  • Experience in supervising and mentoring junior legal staff
  • Detail-oriented with strong execution capabilities
  • Comfortable utilizing AI-based legal tools and technology
  • Licensed to practice in England & Wales or a comparable jurisdiction

Responsibilities

  • Supervise and mentor paralegals on LP transfer processes
  • Serve as the primary client point of contact for KYC/AML and transfer documentation
  • Manage client playbooks and escalate issues to the Legal Director as necessary
  • Build and maintain trusted relationships with clients
  • Assist in business development and pitch efforts alongside the Growth team
  • Collaborate with the technology team to enhance AI-driven legal workflows
  • Ensure all documentation aligns with client requirements and SLAs

Benefits

  • Opportunity to work with a cutting-edge, tech-focused legal team
  • Participation in business development efforts and client pitches
  • Collaborative work environment with cross-functional teams
  • Chance to mentor junior staff while enhancing leadership skills
  • Engagement in innovative projects that redefine legal delivery for asset managers
Full Job Description
The Team You'll Work With

You'll be joining our Funds team, specifically within the LP Transfers function.

Our LP Transfers team manages the end-to-end transfer process for limited partner interests across multiple client accounts each quarter. Working alongside paralegals and senior lawyers, you'll own day-to-day client relationships and serve as the primary point of contact for complex multi-party transfer workflows. This team operates at the cutting edge of legal delivery, using AI-backed tools to deliver consistent, high-quality outcomes for some of the world's most sophisticated asset managers and investment funds.
The Problems You'll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Funds Delivery Lawyer - LP Transfers, you'll work to:
  • 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
About You

We are looking for someone who is:
  • Experienced in funds law. You have a strong background in LP transfers, closed-ended funds, or private markets work and can independently manage complex transfer processes.
  • Client-focused and commercially minded. You build strong relationships with sophisticated asset manager and investment fund clients and know how to communicate clearly under pressure.
  • A natural leader and mentor. You have experience supervising and developing junior lawyers and paralegals, and can manage team performance across multiple simultaneous workflows.
  • Detail-driven and execution-focused. You thrive on getting deals done - you prioritise effectively, handle competing deadlines, and do not lose momentum.
  • Tech-savvy. You are comfortable working with AI-backed legal tools and are curious about the role of technology in modern legal delivery.
  • Licensed to practice. You are qualified in England & Wales or a comparable jurisdiction. 5+ years of relevant experience recommended.

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.

Disclosures:

About Carta

Carta is a financial services company that provides equity management software for companies and investors. The company was founded in 2012 and is headquartered in Palo Alto, California. Carta's software allows companies to manage their cap tables, valuations, and equity plans, while also providing investors with access to private markets. The company has raised over $600 million in funding and has over 1,000 employees.
Learn more about Carta
Size
1,000 employees
Industry
Founded
2012

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