LP Portfolio Analytics Client Partner
Carta(22 days ago)
About this role
A Client Partner at Carta is an executive-level advisor supporting enterprise clients of Carta’s Fund Administration and LP Portfolio Analytics platform. The role represents Carta to C-level stakeholders and helps establish and scale the LP Portfolio Analytics function to enable strategic engagement with private-market funds.
Required Skills
- Relationship Management
- Private Markets
- Portfolio Monitoring
- Program Management
- Stakeholder Engagement
- Data Analysis
- Executive Presence
- Project Management
- Product Collaboration
- Client Onboarding
+2 more
About Carta
carta.comCarta 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.
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