Senior Funds Lawyer

Carta; Toronto; On-site; CAD 140,000 - 200,000; Full time

Job summary

Carta is seeking a Funds Delivery Lawyer – LP Transfers to manage end-to-end LP transfer workflows for sophisticated asset managers and investment funds. You’ll supervise paralegals, coordinate with clients and counterparties, and help evolve client playbooks while partnering with Growth and Technology teams to enhance AI-driven delivery.

The ideal candidate has 5+ years of funds experience and is licensed in England & Wales or an equivalent jurisdiction, excelling in client relationships,

Qualifications

• Experience in funds law, LP transfers, or private markets work.
• Ability to independently manage complex transfer processes.
• Strong client relationship and communication skills.
• Leadership and mentorship experience.
• Comfort with AI-backed legal tools and tech in delivery.

Responsibilities

• Supervise and mentor paralegals through complex LP transfer processes; ensure documentation is accurate and timely.
• Serve as primary client/counterparty contact; coordinate KYC/AML, transfer docs, signing, post-closing actions.
• Own and evolve client playbooks; escalate material issues to Legal Director while maintaining deal momentum.
• Build trusted client relationships; position Carta as go-to partner for LP transfer work.
• Support business development by contributing to client pitches with Growth team.
• Collaborate with technology team to improve AI-driven legal delivery tools and workflows.

Skills

Funds law

LP transfers

Client relationship management

Leadership

Attention to detail

Tech-savvy AI tools

Education

Qualified in England & Wales or comparable jurisdiction

Job description

The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our Carta careers page.

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:

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 [e-mail].