Funds Paralegal

Carta
Toronto, Canada
On-siteCareer-pivot friendly

Who this role is best for

Candidates with legal education and a drive to develop expertise in funds management will find this mid-level role in Toronto with a focus on LP transfer processes and collaboration with lawyers.

Best fit for

  • Candidates with legal education and a desire to build expertise in private capital funds
    — “Legally educated (preferred). An undergraduate Law degree or equivalent is preferred
  • Individuals who thrive in high-volume, fast-moving legal environments
    — “contributing to high-quality client delivery across fast-moving, high-volume matters
  • Those interested in rotating across practice areas or specializing in funds work
    — “you will rotate across or specialise within one of three practice areas

Things to consider

  • There is potential for long-term career growth towards qualification as a practicing legal professional
    — “progress towards qualification as a practicing legal professional

How to stand out

  • Highlight experience with legal document drafting and client communication in your resume
    — “Prepare initial drafts of LP transfer documents
  • Emphasize your ability to manage competing deadlines and stay organized
    — “Organised and efficient. You prioritise well, manage competing deadlines
  • Showcase your initiative in identifying and addressing issues proactively
    — “proactively flag issues before they become problems
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Junior

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • drafting legal documents
  • liaising with clients
  • contributing to high-quality client delivery
Typical background
paralegallegal assistant

Skills & requirements

Required

Legal DraftingClient LiaisonExecution WorkflowsLegal Expertise

Preferred

Commercial AwarenessLegal Compliance

Stack & domain

LeadershipCommunication

About the role

Original posting from Carta via Greenhouse

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 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 Junior 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 as a practicing legal professional.

The Team You'll Work With

You will be joining our Funds team in the Americas Region.

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 specialise within one of three practice areas depending on your strengths and interests.

Carta’s London and Denmark locations are a product of our 2022 acquisitions of Capdesk and Vauban. Now operating as one global Carta entity, our U.K. and Denmark locations will  enhance the Carta platform with Capdesk and Vauban as proprietary products.Click the links to read more about the acquisition of Capdesk from Carta and Vauban from Carta

About You

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 prioritise 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.

Legally educated (preferred). An undergraduate Law degree or equivalent is preferred; a GDL is welcome. 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. 

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.

Source: Carta careers (Greenhouse)

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