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Mid LevelFull-timeRust
Salary Range
$51,000 - $69,000 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for a Treasury Analyst to join Carta’s Fund Administration business. This role will support a global FA Treasury team by owning daily operational processes and driving improvements that enhance the overall client experience.
Key Responsibilities
- →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
- →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
Requirements
- ✓2–3 years of experience in Treasury, banking operations, or payment processing
- ✓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
- ✓Intellectual curiosity with a strong appetite for continuous learning and growth
- ✓Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
- ✓Understanding of Fund Administration is a plus
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