Delivery, Conducting Officer

The Company You’ll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally.

For more information about our offices and culture, check out our Carta careers page.

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.

Expanding into Luxembourg is a key part of Carta’s broader global expansion strategy. As our first Authorised Delivery Manager based permanently in Luxembourg, you’ll:

Ensure a great client experience across all funds in line with company standards, procedures and guidelines

Work with Service Providers and key internal stakeholders to implement, monitor and maintain service level agreements and analyse key performance indicators to ensure service delivery of our UCI administration and domiciliation and corporate services functions

Be empowered to effectively direct the business, but also that of the managers of the various business functions (i.e. key functions) of the institution

Act as the first point of escalation for internal and external operational related queries and liaise with Service providers to resolve and report issues in a timely manner

Be responsible for financial performance of the team including team billing and debtor management

Responsible for supervising the client communication function of the UCI administration business

Responsible for staff retention and development of team

Act as a higher authority on technical client specific matters

Take responsibility for own personal development, in line with agreed annual performance objectives

Oversight of administration and accounting teams

Oversight of the workflow of the team

Oversight and authorise outgoing correspondence and documentation (any media) of the team

Responsibility for the financial management of the team

Responsibility for ensuring that team accounting deadlines and review deadlines are met

Development/enhancement of team specific procedures

Responsibility for a portfolio of clients (including complex and high touch clients)

Comprehensive knowledge of the differing requirements/ processes for high risk clients

Liaising with all intermediaries and external agents such as new business introducers, legal advisors, and auditors in respect of team clients

Liaise with new clients, business introducers and intermediaries

Assist with the client acceptance process for new clients

Develop and nurture partnerships with local institutions, governmental authorities, auditors, mancos, depositaries and other ecosystem players.

Involvement in writing the annual business plan and responsibility for reviewing, monitoring and reporting on it

Involvement in the budget process and monitoring thereof

Ensure fee arrangements are appropriate and remain so

Act as an authorised signatory of the Professional of the Financial Sector entity

Potentially act as director of Luxembourg intra-group entities and client entities.

About You

Must be permanently on site in Luxembourg

Must possess adequate professional experience by virtue of having previously carried out similar activities at a high level of responsibility and autonomy

Have at least 5 years of relevant experience in the investment fund industry

Ideally hold a university degree, preferably in economics, legal, or finance

Knowledge of alternative investment funds would be an advantage

Very strong customer orientation, solution-orientation and proactivity

Very good organisational and communication skills, with an ability to work independently

Excellent team spirit, availability and flexibility

Excellent communication skills, with strong professional English language capability

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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to .

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies, Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

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