Funds Lawyer
As a Funds Delivery Lawyer – LP Transfers, you will manage the end-to-end transfer process for limited partner interests across multiple client accounts each quarter. You will supervise and mentor paralegals through complex LP transfer processes, ensuring documentation is accurate, timely, and aligned with client playbooks and SLAs. You will serve as the primary point of contact for clients and counterparties, coordinating KYC/AML, transfer documentation, signing, and post-closing actions. You will own and evolve client playbooks and negotiation parameters, escalating material issues to the Legal Director while maintaining deal momentum. You will build and deepen trusted client relationships, support business development by contributing to new client pitches, and partner with the technology team to continuously improve AI-driven legal delivery tools and workflows.
Responsibilities
- Supervise and mentor paralegals through complex LP transfer processes, ensuring documentation is accurate, timely, and aligned with client playbooks and SLAs
- Serve as the primary point of contact for clients and counterparties, coordinating KYC/AML, transfer documentation, signing, and post-closing actions
- Own and evolve client playbooks and negotiation parameters, escalating material issues to the Legal Director while maintaining deal momentum
- Build and deepen trusted client relationships, positioning Carta as the go-to partner for LP transfer work
- Support business development by contributing to new client pitches alongside the Growth team
- Partner with the technology team to continuously improve AI-driven legal delivery tools and workflows
Requirements
- Strong background in LP transfers, closed-ended funds, or private markets work
- Ability to independently manage complex transfer processes
- Experience supervising and developing junior lawyers and paralegals
- Ability to manage team performance across multiple simultaneous workflows
- Comfortable working with AI-backed legal tools
- Qualified to practice law in England & Wales or a comparable jurisdiction
- 5+ years of relevant experience recommended