Carta
Loan Operations Lead at Carta responsible for overseeing the servicing lifecycle for complex private credit instruments and ensuring operational integrity across cash, settlement, and reporting workflows. The role partners with fund accounting and investment teams to support month-end close, audit documentation, and servicing reporting while scaling Carta’s loan servicing capabilities. The position includes leadership of a team of Loan Operations analysts and contributing to process improvements for the private credit platform.
Headquarters
San Francisco, California, United States
Company Size
1001-5000 employees
Founded
2012
Carta is an equity management platform that helps startups, private companies, investors, and employees manage ownership, cap tables, valuations, and equity plans. It offers cap table software, 409A valuations, stock option administration, and tools for fundraising and secondary transactions (including its CartaX marketplace), plus fund administration services for venture firms and LPs. Carta centralizes compliance, reporting, and liquidity workflows with secure, audited software and managed services to simplify equity operations. Widely adopted by startups and investors, it integrates with payroll, HR, and legal processes to keep ownership data accurate and actionable.
Carta links 401(k) plans to cap tables in Morgan Stanley, Vestwell tie-up
2 weeks ago
NYSE Partners with Private Company Platform Carta
Nov 9, 2025
Carta Launches Enterprise Grade “Carta 401(k)” for High-Growth Companies, Tapping Morgan Stanley’s Institutional Consulting and Vestwell Technology
2 weeks ago
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Carta.
Carta didn’t post a salary, so this is our estimate from similar listings.
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1699588: Loan Servicing Specialist III - Centralized Money Movement (LSLS03)
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JPMorganChase