Treasury Associate

The Problems You'll Solve

As a Treasury Associate, you’ll be an integral part of Carta’s Fund Administration business supporting a global FA Treasury team—owning daily operational processes while driving improvements that enhance the overall client experience. Beyond executing payments and managing bank administration tasks, you’ll collaborate cross-functionally to identify inefficiencies, contribute to scalable solutions, and help shape how we support fund operations at scale.

Own end-to-end payment execution workflows, including initiating and reviewing ACH / Wire and FX payments for client approval

Collaborate with cross-functional teams such as Product, Engineering and Operations to troubleshoot issues, improve processes, and influence product roadmaps

Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience

Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams

Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform

Proactively identify operational gaps, risks and support the development of scalable solutions

Leverage AI-powered tools to streamline payment processing, exception triage, and reporting — and actively contribute to building scalable AI workflows for the team.

Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources

Support data analysis and reporting needs using Excel, Metabase, Looker and other internal data tools

Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls

About You

2–5 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles

Strong attention to detail and a high degree of ownership over assigned workflows

Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders

Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms

Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement

Experience creating or improving operational workflows and processes in fast-paced environments

Intellectual curiosity with a strong appetite for continuous learning and growth

Strong problem-solving and critical thinking skills; naturally curious and solution-oriented

Interested in building a long-term career in Treasury, Fund Administration, or fintech operations

Comfortable using or learning AI tools (e.g., Claude, Gemini) to automate workflows and improve operational efficiency

Understanding of Fund Administration is a plus