Senior Product Services Analyst, KYC (Fund Paralegal)

Ontra; United States; Remote; USD 137,000 - 192,000; Full time

Job summary

A leading company in AI legal tech is seeking a Senior Product Services Analyst to manage KYC requests and customer onboarding. The role requires strong organizational skills and a legal background, focusing on process development and customer interaction. This remote-first position offers competitive compensation and a commitment to inclusion.

Benefits

Remote-first working policy

Paid flexible time off

Paid parental leave

Employer-supported retirement contributions

Monthly phone and internet reimbursement

Company-sponsored LinkedIn Learning accounts

Qualifications

• 3+ years of experience as a paralegal or in a legal tech company.
• Prior KYC experience at a bank or private equity fund.

Responsibilities

• Complete KYC requests and maintain clear communication.
• Facilitate onboarding by organizing required files.
• Contribute to the launch of KYC services.

Skills

Organization

Communication

Legal Processes

Strategic Execution

Process Design

Education

Paralegal Certification

Tools

PowerPoint

Job description

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 Senior Product Services Analyst, KYCreporting to our General Manager, Emerging Markets, 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 champion comprehensive Know Your Customer (KYC) requests by completing detailed questionnaires and supplying essential documents, proficiently onboarding new customers through meticulous file organization, and collaborating closely to develop and refine pivotal processes for a groundbreaking KYC services launch.

If you’re highly organized, have a strong understanding of legal processes, and experience using PowerPoint to create detailed structure charts, especially in the context of KYC work, we’d love to get to know you.

What You’ll Do

• KYC Compliance Management: Complete KYC requests for customers by answering questionnaires, providing necessary documentation, and maintaining clear communication with all parties involved.
• Customer Onboarding: Facilitate the onboarding of new customers by collecting, organizing, and managing the required files and documents.
• Process Development: Collaborate with team members to design and implement essential processes for onboarding, pricing, and enhancing the customer journey as part of a new business line.
• Customer Interaction: Engage directly with customers and their counterparties in a dynamic environment, ensuring a smooth and efficient exchange of information.
• Service Launch Support: Contribute to the successful launch of the KYC services business by taking an active role in its development and execution.

What You’ll Bring

• Experience: 3+ 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.
• Process Design Leadership: Experience in designing or optimizing operational workflows, with a focus on improving processes, not just following them.
• Applied Strategic Execution: Translates high-level business objectives into structured, repeatable processes, such as onboarding flows, communication templates, or pricing models, that enable scale and efficiency.
• Business-Centric Judgment: Understanding of how KYC fits into broader legal and business operations, with the ability to help refine and elevate service delivery.
• Forward-Thinking Mindset: Brings a proactive, future-oriented approach to early-stage business challenges, anticipating needs before they arise and aligning day-to-day work with long-term goals.

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

$137,000—$192,000 USD

Hiring LocationsWe currently hire exclusively in the locations listed below. Select jobs may have more specific location requirements due to business needs.

United StatesArizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington

APACHong Kong

EMEAUnited 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.

InclusivityOntra 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 [e-mail].

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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