About this Client Data Operations Analyst role at Carta
The Company You’ll Join
Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture, check out our Carta careers page.
The Team You’ll Work With
The Data Ops team is focused on delivering high-quality, auditable data to our customers. You will work within a team dedicated to reducing customer effort and empowering clients to take actionable insights from their private markets data.
The Problems You’ll Solve
As a Data Ops Analyst, you will be responsible for the lifecycle of quarterly data extraction and client reporting. Your primary objective is to ensure that extracted data is high-quality, timely, and actionable for our customers.
Your core responsibilities will include:
- Quarterly Data Extraction: Manage the extraction of private markets data from accounting documents and performance reports.
- Quality & Timeliness: Ensure all data is extracted in a timely manner and meets our high standards for data quality.
- Customer Support: Provide timely and accurate front-line support for all customers that your segment services.
- Active Engagement: Proactively follow up with clients during each quarterly data campaign, providing clear tracking of what data is complete and ready for client review.
- Real-time Interaction: Engage with clients in real-time via phone or Zoom to resolve issues and guide them through their data.
- Process Improvement: Keep detailed documentation of client interactions to identify trends and drive operational and process improvements for the data ops team and the product teams.
- Project Management: Treat every data campaign as a project, ensuring all stakeholders are updated on progress and milestones.
- Subject Matter Expertise: Become an expert in private markets data, including financial metrics and KPIs.
About You
- Communication: Fluent in English with the ability to articulate technical and complex concepts in a clear and concise manner.
- Analytical Skills: Knowledge of financial statements and common financial concepts with a strong sense of curiosity to solve problems.
- Organization: Highly organized with strong attention to detail and the ability to balance multiple active projects with competing priorities.
- Client Service: Care deeply and genuinely about client services; you exhibit diplomacy, tact, and poise under pressure.
- Adaptability: Comfortable learning new technologies and platforms quickly in a fast-paced environment.
Disclosures:
- 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.
