Senior Funds Lawyer

Carta
Toronto, Canada
On-site

Who this role is best for

A natural match if you have experience in funds law and managing LP transfer processes.

Best fit for

  • Candidates with experience in LP transfers and managing junior legal teams
    — “Supervise and mentor paralegals through complex LP transfer processes
  • Professionals comfortable with AI-backed tools and process optimization
    — “comfortable working with AI-backed legal tools
  • Individuals with a track record of handling complex multi-party workflows
    — “coordinating KYC/AML, transfer documentation, signing, and post-closing actions

Things to consider

  • Commitment to managing multiple simultaneous workflows and client expectations
    — “manage team performance across multiple simultaneous workflows
  • Geographic focus on Toronto, with potential for global client engagement
    — “Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries

How to stand out

  • Emphasize your experience in evolving client playbooks and negotiation parameters
    — “Own and evolve client playbooks and negotiation parameters
  • Highlight your ability to build trust with sophisticated clients
    — “Build and deepen trusted client relationships
  • Showcase your leadership experience in mentoring junior legal staff
    — “You have experience supervising and developing junior lawyers and paralegals
  • Position yourself as a collaborator who partners with technology teams
    — “Partner with the technology team to continuously improve AI-driven legal delivery tools
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Senior

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

What success looks like

  • supervising paralegals through complex LP transfer processes
  • serving as primary point of contact for clients
  • building and evolving client playbooks
  • supporting business development
Typical background
funds lawLP transfersclosed-ended funds

Skills & requirements

Required

Funds LawLP TransfersClosed-ended FundsPrivate MarketsClient RelationshipsLegal DocumentationNegotiationTeam SupervisionAi-driven Legal ToolsBusiness Development

Preferred

Sophisticated Asset ManagersInvestment FundsAi-backed Legal Tools

Stack & domain

Funds LawLP TransfersClosed-ended FundsPrivate MarketsLegal DocumentationKyc/amlClient PlaybooksNegotiation ParametersAi-backed Legal ToolsLegal Delivery ToolsLegal WorkflowsLeadershipTeam ManagementCommunicationProblem-solvingAdaptabilityEntrepreneurialPositive AttitudeLearningLegalFundsAI

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 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 security@carta.com.

Source: Carta careers (Greenhouse)

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