Delivery, Conducting Officer
il y a 2 semaines
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 .
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 capabilityWe 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 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 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 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 , list, and . We've also been recognized as a , a and certified as a .
Interested in data privacy? Check out our policies on and
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