Paralegal (Onboarding Manager) - Pacific or Mountain Time

Passthrough•New York, NY

5d•$65,000 - $70,000•Remote

About The Position

This position can be done remotely will be required to work Pacific or Mountain Timezone (9:00am to 6:00pm) The company you’ll join We exist to make investing in the private markets as easy as Robinhood did for public stocks. More and more people invest in private equity and venture capital every day. Even though this asset class has been around for decades, it wasn't built to handle this volume of investors. Signing up for Robinhood? It takes 2 minutes. Investing in a VC fund? You've got to fill out a 200-question questionnaire each time that you make an investment. The forms aren't standardized and not every question applies to every investor. Investors miss questions or answer the wrong ones and then have to redo the entire thing. We built a TurboTax-style workflow for investors to only see the questions that matter to them and see every question that matters to them to make fund closing (i.e. the process of investing into a private fund) easy. Our world record document completion time is 6 minutes. That may sound boring but we've processed billions of dollars for thousands of investors in just the past 6 months. And by having an investor run through our workflow, we capture their identity so we can allow them to repurpose it wherever they'd like in the future. We call this an investor passport and it's the whole reason we built this business. The impact you’ll have You’ll also be one of the earliest employees at Passthrough and will be a huge part of defining the culture and structure. We’re looking for people that can grow with us. Our goal is to make our customers love us and their investors recommend us. At Passthrough, you will work on onboarding, training, and support. You’ll be the face of our business to fund managers and their limited partners. The problems you’ll solve Identifying which questions in legal documents are applicable to individuals or to entities (and what the relevant logic is) Understanding how to take that information and structure it into Passthrough’s software (don’t worry, we’ll teach you how) Communicating with the team on what’s working and what isn’t in case we need to make tweaks to the software or clarify with the client Ensuring that from logic to grammar to the ordering of questions that the final version is consumer-grade

Requirements

Self-starter and self-motivated to hit deadlines without micro management
Attention to detail
Flexibility to handle work
Helpful

Nice To Haves

Prior legal experience in the alternative investment space (i.e. venture capital, private equity, hedge funds, etc) is a plus

Responsibilities

Identifying which questions in legal documents are applicable to individuals or to entities (and what the relevant logic is)
Understanding how to take that information and structure it into Passthrough’s software (don’t worry, we’ll teach you how)
Communicating with the team on what’s working and what isn’t in case we need to make tweaks to the software or clarify with the client
Ensuring that from logic to grammar to the ordering of questions that the final version is consumer-grade