Paralegal (Onboarding Manager)
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
Desired Qualifications
Self-starter and self-motivated to hit deadlines without micro management
Attention to detail
Flexibility to handle work
Helpful
Prior legal experience in the alternative investment space (i.e. venture capital, private equity, hedge funds, etc) is a plus
What to expect in the hiring process
We go through the same interview steps for all Client Support candidates to ensure equity in our hiring process. Our process is designed to learn as much about each candidate as possible, as well as to give candidates access to our team and learn about what it's like to work at Passthrough.
Initial screen: a quick 20-30 minute chat with one of Client Operations Team members to learn more about each other
Complete an assessment: A one hour paid test to give you a flavor of the kinds of problems that you’ll have to solve when you’re building out your team
Meet your manager: 45-minutes with Claudia
Meet one of our co-founders: 30-minutes with Ben or 30-minutes with Tim
Get a decision: We’ll get back to you within a week on what’s next
Benefits
Competitive salary - $60,000 - $65,000 per year
Passthrough stock options
Health, dental, and vision insurance
Annual health & wellness stipend
401k contribution program with matching
Life insurance
PTO & unlimited sick leave
Parental leave
Who are we?
We’re a 30+ person team that works with hundreds of investment firms, ranging from $200 million real estate firms to $400 billion global asset managers. We’ve helped 35,000 investors save time by completing their investor onboarding quickly. We’re venture-backed and growing fast.
We know the problems. We know the customers. We know how to scale businesses fast in ambiguous environments. Come build with us.
Average salary estimate
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Are you looking to make a real impact in the world of private investments? Passthrough is on the hunt for a passionate Paralegal (Onboarding Manager) to join our growing team in New York. Our mission is to simplify the onboarding process for investors in private equity and venture capital, making it as easy as signing up for Robinhood. As one of our earliest employees, you will have the unique opportunity to help shape the culture and structure of our team. Your role will involve onboarding, training, and support, serving as the face of our company to fund managers and their limited partners. You'll get to dive into the exciting challenge of identifying applicable questions in legal documents and crafting a streamlined experience for our users—don’t worry, we’ll guide you through this process! With a light-hearted yet professional approach, you’ll engage with the team to refine our software offering and ensure our communications are clear, error-free, and ready for the consumer market. This is not just about paperwork; it’s about revolutionizing how investors experience onboarding in an industry that has too long been bogged down by bureaucracy. If you’re a self-starter with a keen eye for detail and possess prior experience in alternative investments, we want you to grow with us at Passthrough and help create a system that our customers love to talk about.
At Passthrough, we help alternative investors own their identity and bring it wherever they want. Starting with products like fund closing and know-your-customer/anti-money-laundering software, we make it simple for investment firms, administrato...
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