Paralegal, Funds

Carta Healthcare; San Francisco (CA); On-site; USD 64,855 - 95,410; Full time

Job summary

Carta is hiring a Funds Paralegal to support investor onboarding, transaction KYC, and high-volume legal work in a fast-paced environment. You will rotate across or specialize within one of three practice areas depending on your strengths and interests.

The role emphasizes eagerness to learn, organization, clear communication, and proactive problem solving, with opportunities to progress toward SQE and build expertise.

Qualifications

• Undergraduate Law degree or equivalent preferred.
• Prior exposure to LP Transfer processes is a plus.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare initial drafts of LP transfer documents (transfer agreements, consents, subscription agreements).
• Liaise with transfer parties on process and timings, and assist with execution workflows.
• Work closely with lawyers and senior paralegals, delivering high-quality client delivery across fast-moving matters.
• Develop commercial and legal expertise over time with opportunities to progress toward SQE qualification.

Skills

Strong communicator

Organised

Team player

Self-starter

Attention to detail

Education

Undergraduate Law degree or equivalent

Job description

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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

You will be joining our Funds team in the America's under Carta Law. Carta Law is the largest AI-native law firm for private capital, born from the combination of Avantia Law and Carta. Our lawyers and paralegals work alongside embedded AI agents to deliver investor onboarding, transaction KYC, and high-volume legal work with a speed and consistency that traditional law firms simply can’t match. As a Junior Paralegal, you will rotate across or specialize within one of three practice areas depending on your strengths and interests.

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 Paralegal, you’ll work to:

• Prepare initial drafts of LP transfer documents (transfer agreements, consents, subscription agreements)
• Liaise with transfer parties on process and timings, and assist with execution workflows
• Work closely with lawyers and senior paralegals, contributing to high‑quality client delivery across fast‑moving, high‑volume matters
• Build commercial and legal expertise over time, with opportunities to take ownership of client accounts and progress towards qualification via the SQE route

About You

We are looking for someone who is:

• Eager to learn and grow. You are motivated, curious, and excited to develop expertise in legal practice – whether that is compliance, contracts, or funds.
• Organised and efficient. You prioritize well, manage competing deadlines, and keep matters moving without losing attention to detail.
• A strong communicator. You write and speak clearly and professionally, understanding that our clients expect crisp, concise advice.
• A self‑starter. You take initiative, work independently when needed, and proactively flag issues before they become problems.
• A team player. You collaborate effectively with lawyers, senior paralegals, and client‑facing teams across a fast‑paced environment.
• An undergraduate Law degree or equivalent is preferred. Prior exposure to LP Transfer processes is a plus but not required.

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.

Salary

Carta’s compensation package includes a market competitive salary, equity for all full‑time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:

• $72,485 - $90,640 in Seattle (hourly rate of $34.85 - $43.58)
• $64,855 - $81,099 in New Jersey (hourly rate of $31.18 - $38.99)
• $76,300 - $95,410 in New York (hourly rate of $36.68 - $45.87)
• $76,300 - $95,410 in New York (hourly rate of $36.68 - $45.87)

*Annualized salary based on estimated 40 hour hours per week before overtime

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

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].