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Paralegal (Onboarding Manager)

Passthrough
$60,000 - $65,000 / year
Market Range: loading...
Posted Jun 09
Full Time
Remote

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 minute

s.
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 busine

ss.
The impact you’ll
haveYou’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 part

ners.
The problems you’ll

  • solveIdentifying which questions in legal documents are applicable to individuals or to entities (and what the relevant log
  • ic is)Understanding how to take that information and structure it into Passthrough’s software (don’t worry, we’ll teach yo
  • u 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
  • clientEnsuring that from logic to grammar to the ordering of questions that the final version is consumer

-grade
Desired Qualifi

  • cationsSelf-starter and self-motivated to hit deadlines without micro man
  • agementAttention to
  • detailFlexibility to hand
  • le work
  • HelpfulPrior 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
processWe 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 Pass

through.
All roles also require a backgrou

  1. nd check.
    Initial screen: a quick 20-30 minute chat with one of Client Operations Team members to learn more about
  2. each otherComplete 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
  3. your teamMeet your manager: 45-minutes
  4. with SamiMeet one of our co-founders: 30-minutes with Ben or 30-minute
  5. s with TimGet a decision: We’ll get back to you within a week on w

hat’s ne

  • xt
    BenefitsCompetitive salary - $60,000 - $65,0
  • 00 per yearPassthrough st
  • ock optionsHealth, dental, and visio
  • n insuranceAnnual health & welln
  • ess stipend401k contribution program wi
  • th matchingLif
  • e insurancePTO & unlimited
  • sick leavePar

ental 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 g

rowing fast.
We know the problems. We know the customers. We know how to scale businesses fast in ambiguous environments. Come b

uild with us.