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Carta launches private-capital plugins for Anthropic’s Claude
Carta launched Claude plugins for fund administration, CRM, and cap-table customers, enabling reporting, modeling, data queries, and other workflows through Anthropic’s AI assistant.
Carta acquires Avantia and launches Carta Law
Carta acquired AI-powered legal and compliance firm Avantia and launched Carta Law, integrating legal, compliance, and fund-administration workflows for private-market firms.
Carta acquires ListAlpha to launch an AI-enabled CRM
Carta acquired ListAlpha and launched Carta CRM, connecting deal flow, limited-partner relationships, adviser networks, and fund-performance data within its private-capital ERP.
Carta launches a 401(k) offering for high-growth companies
Carta launched Carta 401(k), combining Morgan Stanley’s institutional consulting services with Vestwell’s recordkeeping technology for private companies and their employees.
AI Generated Insights
You’ll own end‑to‑end loan onboarding, closings, and ongoing lifecycle processing—including fundings, repayments, prepayments, rollovers, and amendments—while ensuring accurate cash and transaction reconciliations.
2+ years in loan or private‑credit operations or fund administration, strong attention to detail, solid knowledge of loan lifecycles, and comfort using modern, AI‑enabled productivity tools.
Your work keeps the loan portfolio data clean and timely, directly supporting borrowers, lenders, and institutional clients and enabling Carta’s platform to scale efficiently.
Candidates who are analytically rigorous, tech‑savvy communicators with a passion for operational excellence in a fast‑growing fintech environment.
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.
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 Loan Operations Associate, you'll work to:
You'll be joining our Loan Operations team.
Carta's Loan Operations team is at the center of how private credit and direct lending firms manage their loan portfolios end-to-end. Our team works directly with borrowers, lenders, and institutional clients to support the full loan lifecycle on Carta's platform—from onboarding and administration through reconciliation, reporting, and investor servicing. As the business scales, the team partners closely with Product and Engineering to build smarter, more efficient operational workflows. This is a team that values operational rigor, a technology-forward mindset, and a commitment to delivering a high-quality client experience.
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:
$105,400.00 - $124,000.00 in New York, NY
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.
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
Disclosures:
