Product Services Analyst, KYC (Fund Paralegal) Position Available In New York, New York

Product Services Analyst, KYC (Fund Paralegal)
at Ontra United States
About Ontra
Ontra is the global leader in AI legal tech for private markets. Powered by industry-leading AI, data from 1M+ contracts, and a global network of legal professionals, Ontra’s private markets technology platform streamlines and optimizes critical legal and compliance workflows across the full fund lifecycle. Ontra’s purpose-built solutions automate contracts, streamline obligation management, digitize entity management, and surface insights. Trusted by more than 800 global GPs, investment banks, law firms, and advisors – including nine of the top ten PEI-ranked firms worldwide – Ontra helps firms focus on what’s important to them.
Our Culture
Ontra is a remote-first company that values the power of connection. We find innovative ways to stay connected, both virtually and in person. By promoting ownership, inspiring creativity, and championing collaboration, Ontra enables you to shape your impact and growth. Our commitment to innovation extends beyond our technology; it’s embedded in our culture, and AI plays a crucial role in everything we do.
Our culture is one where belonging is the cornerstone of every interaction, rooted in acceptance and respect for all. Our commitment to inclusion begins at the application process, ensuring a fair and equitable hiring experience that values the unique contributions you bring from day one.
About the Role
Ontra is seeking a Product Services Analyst, KYC reporting to our General Manager, Emerging Products, on our Product Management team. For this job, we are currently only hiring candidates based in the United States, with a preference for candidates based in New York City.
We’re looking for someone excited to drive the seamless completion of Know Your Customer (KYC) requests, facilitate smooth onboarding for new customers by organizing essential files, and play a vital role in launching our new KYC services business.
If you have a strong background in KYC processes, exceptional organizational skills, and experience using PowerPoint to create detailed structure charts, we’d love to get to know you.
What You’ll Do

KYC Request Management:

Complete KYC requests by answering questionnaires, providing necessary supporting documents, and effectively communicating with customers and their counterparties.

Customer Onboarding:

Facilitate the onboarding process for new customers by gathering, organizing, and managing the required files and precedents.

KYC Service Launch:

Play a key role in establishing Ontra’s new KYC services business, contributing to its successful launch and growth.

Customer Communication:

Engage in customer interactions regularly, ensuring clear, efficient, and positive communication within a fast-paced environment.
What You’ll Bring

Experience:

2+ years of experience as a paralegal, law clerk, or with a legal tech company.

Industry Experience:

Prior KYC experience at a bank or a private equity fund.

Customer Orientation:

Ability to interface directly with customers and counterparties to collect information, answer questions, and ensure a smooth and responsive KYC experience.
Attention to

Detail:

Skill in accurately completing a high volume of KYC requests, including document collection, questionnaire responses, and stakeholder coordination.

Communication Skills:

Maintains a high level of polish and responsiveness in external communications, representing the brand and commitment to service quality.

Growth Potential:

Relevant KYC or legal support experience with potential to grow into more strategic responsibilities.
Pay Transparency
Ontra takes individual candidate location, experience, and skills into consideration when determining compensation. The base pay range is listed below. Additionally, all positions are eligible for unit-based equity grants.
Some positions may be eligible for additional compensation, such as commission or other variable compensation structures, which is not included in the below base pay range.
If you are selected to participate in our interview process, your Talent Acquisition Partner will share more details about the total compensation package for the role.
Base Pay Range
$100,000—$140,000 USD
Hiring Locations
We currently hire exclusively in the locations listed below. Select jobs may have more specific location requirements due to business needs.
United States
Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington APAC
Hong Kong
EMEA
United Kingdom
Benefits Snapshot
Remote-first working policy, with office hubs in SF, NYC, Santa Barbara, and London
Twice yearly team offsites for in-person collaboration
Paid flexible time off policy
Paid parental leave and benefits
Employer-supported retirement contributions, varying by country
Monthly phone and internet reimbursement
Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program
Various options for medical, dental, and vision insurance
Travel
Occasional travel is required for Ontra employees, including typically at least twice per year to attend team and larger group off-sites for in-person collaboration. For some roles, additional travel may be required based on the requirements of the role and business need.
Inclusivity
Ontra is committed to the full inclusion of all qualified individuals. As part of this commitment, Ontra will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact peopleontra.ai.

Personnel Privacy Notice:

View here.
Note on

Employment Verification:

All employees hired will be required to verify identity and eligibility to work in their particular location.
Note to

External Agencies:

We are not accepting any blind submissions or resumes/CVs from recruitment agencies. Any candidates sent to Ontra will NOT be accepted or considered as a submission without a signed agreement in place.
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