Paralegal, Funds

About the role

The role supports Carta's Funds team in delivering high-volume legal and compliance work for private capital operations. You will help prepare transfer documentation and interact with transfer parties to advance transactions within an AI-native law firm environment. This position requires a meticulous approach to document production and client interaction. You will own the preparation of foundational legal texts that lawyers and senior paralegals rely upon. The work involves direct engagement with transfer parties to ensure smooth execution and movement of transactions. Precision and sound judgment are essential core skills in this deadline-driven environment. Confidentiality is a constant requirement while managing high-volume workflows.

Key facts

What you'll do

Producing initial drafts of LP transfer documents, including transfer agreements, consents, and subscription agreements, to provide foundational text for review and client use. These documents advance client transactions and support lawyers and senior paralegals in their review processes.

Handling execution workflows with transfer parties advances matters and keeps transactions moving efficiently through the system. Assistance with these workflows keeps matters moving and supports timely completion of transfers for clients.

Implementing shared work standards ensures consistency and accuracy when handling large transaction volumes across multiple matters. This structured approach reduces errors and improves team efficiency.

Providing structured exposure to funds and transfer work supports this progression for individuals seeking long-term careers in legal operations. The role builds a strong foundation for future responsibility.

Executing document review cycles to identify discrepancies and ensure alignment with client instructions and regulatory requirements. This review process is critical for maintaining quality and compliance.

Coordinating communication channels between internal teams and external transfer parties to resolve questions and clarify documentation needs promptly. Clear communication prevents delays and misunderstandings.

Maintaining detailed transaction logs and status updates to track the progress of each transfer through the workflow. These records support oversight and client reporting requirements.

Applying knowledge of compliance procedures to ensure that all transfer documentation meets the standards required by funds and regulatory bodies. Attention to detail protects the firm and its clients.

Supporting the implementation of AI-native tools and automation within legal workflows to improve speed and accuracy of document production. Technology enhances the capabilities of the legal team.

Contributing to the continuous improvement of document templates and workflow processes based on feedback from lawyers and client interactions. This iterative improvement benefits the entire Funds team.

Requirements

The posting states a pay range of $37 to $46 per hour.

The posting states a bachelor's degree requirement. Demonstrating eagerness to learn and grow is expected to develop expertise in legal practice, including compliance, contracts, or funds. This motivation helps adapt to new tasks and expand contributions over time.

Maintaining strong organizational skills is required to prioritize well, manage competing deadlines, and keep matters moving without losing attention to detail. These habits support reliable delivery across multiple transactions and client demands.

Using clear written and verbal communication skills is necessary because client expectations include crisp and concise advice. Professionals produce documents and messages that clients can understand and act on without further clarification.

Taking self-starting initiative is needed to take ownership of work, work independently when required, and proactively flag issues before they escalate into larger problems.

Performing effective collaboration with lawyers, senior paralegals, and client-facing teams is essential in a fast-paced, cross-functional environment. Coordination ensures that everyone stays aligned on priorities, deadlines, and client expectations.

Meeting the requirement of an undergraduate Law degree or equivalent is preferred, and prior exposure to LP Transfer processes is a plus but not required. This background can accelerate readiness for the responsibilities of the role.

Demonstrating the ability to maintain confidentiality when handling sensitive financial and personal information is a strict requirement. Trust is built through consistent discretion and professionalism.

Commitment to compliance with all regulatory and firm policies is mandatory for success in this position. Adherence to rules protects the organization and ensures smooth operations.

Practical notes

The role operates within a regulated compliance environment focused on funds and LP transfers.

Typical interview steps

Legal interviews usually include a contract review exercise, a compliance scenario, and behavioral rounds. Candidates may be asked to flag issues in a sample agreement or explain a regulatory question. Past experience with specific practice areas carries the most weight. Interviewers often present a sample contract and ask what you would flag. Working through it out loud, risk by risk, is the strongest approach.

Good to know

Private capital operations rely on systems of record that manage equity, administration, and reporting. Legal teams use technology and AI agents to close transactions at speed. The role emphasizes clear communication, ownership of client accounts, and structured collaboration across teams.

Career growth

Legal careers grow from associate to senior counsel, general counsel, and chief legal officer roles. Compliance specialists can move into risk or governance leadership. Specialization by practice area, from employment law to corporate transactions, is common. Legal careers reward precision and commercial awareness. In-house roles value speed and judgment over exhaustive analysis.