Senior Product Manager, Canoe
$150-175k
Salary is applicable to NYC rates and may vary on further locations
More information about location
AI platform for alternative investments
Open for applications
AI platform for alternative investments
101-200 employees
Open for applications
$150-175k
Salary is applicable to NYC rates and may vary on further locations
More information about location
101-200 employees
Company mission
To unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.
Role
Who you are
- 6–10 years of product management experience in private markets, fintech, data operations, or analytics domains
- Proven experience productizing and automating complex operational workflows, ideally around financial document extraction or similar operational processes
- Strong domain expertise in private markets data, fund operations, investor workflows, and financial analytics
- Ability to translate complex operational requirements into clear, executable product features and automated processes
- Proven ability to prioritize and execute tasks in a high-pressure environment; ability to react to project adjustments quickly and efficiently
- Experience partnering closely with engineering in an agile development environment (e.g., Scrum, Kanban)
- Ability to prioritize effectively, manage trade-offs, and deliver on product roadmaps in alignment with business objectives
- Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely to diverse audiences
- Ability to effectively communicate technical concepts to non-technical stakeholders
- Experience working directly with customers to gather feedback and validate product ideas
- Experience defining and tracking key product metrics using tools such as Pendo, Datadog, and Snowflake, and using data to inform product decisions
- Strong leadership skills, with the ability to mentor and guide junior product managers or contribute to team growth
What the job involves
- The Senior Product Manager will lead the strategic development and execution of innovative products across our private markets data extraction lifecycle—spanning document collection, data extraction, and data distribution
- Leveraging deep domain expertise in private markets, you’ll specifically drive efforts to build and automate workflow processes and operations, productizing manual processes and enhancing scalability through operational automation and AI-driven solutions
- Strategic Product Development & Workflow Automation
- Own product strategy, roadmap, and delivery for the full data extraction lifecycle, integrating operational workflow automation to replace manual tasks with scalable, repeatable processes
- Conduct market research, competitor analysis, and client discovery to inform product strategy, positioning, and roadmap, collaborating with Client Success, Marketing, and Sales teams to develop launch plans and support GTM activities
- Proactively identify opportunities to embed workflow automation, improving efficiency, accuracy, and margin within the extraction and operations lifecycle
- Private Markets Domain & Operational Excellence
- Deeply understand institutional and wealth LP workflows, investor reporting, capital transactions, financial statements, and fund analytics (IRR, TVPI, DPI)
- Translate complex operational workflows and manual extraction processes into productized, scalable software solutions with automated workflows
- Cross-Functional Collaboration & Execution
- Collaborate daily with Engineering, Data Operations, Design, and AI teams to define clear requirements, operational workflow processes, and AI-driven extraction automation
- Clearly document and communicate workflows, business logic, and operational standards via detailed PRDs, Lean Canvas artifacts, and user stories
- Build AI-Native Workflows
- Own the evolution of operational workflows into AI-enabled automated processes, leading iterative implementations that blend human-in-the-loop with fully automated approaches
- Ensure operations teams have the tools and workflows necessary for effective transition to scalable automation
- Measurement, Iteration & Continuous Improvement
- Establish clear success criteria and KPIs around operational efficiency, accuracy, and scalability improvements resulting from automated workflows
- Continuously measure product performance, automation effectiveness, and customer impact, rapidly iterating based on real-world outcomes
Our take
The internet presents itself as a seemingly infinite source of crucial information, particularly when it comes to financial information to inform smart investment. However, the sheer amount of data available makes it incredibly difficult to mine, aggregate and analyze in a way that is fast and efficient enough to be useful.
Canoe leverages AI technology to automate the analysis of investment data, including document collection, data extraction, categorization and validation. The technology is provided in the form of cloud-based tools, API packages and integrated portals, ultimately aiming to present a unified system in which investors can tackle the inefficiencies of manual investment data analysis.
It's undeniable that other automated data analysis services are available, but the unified nature of Canoe makes it stand out as a solution with a lot of potential. Off of 2024's Series C funding, the company is further optimising and developing its product offerings.
Freddie
Company Specialist at Welcome to the Jungle
Insights
48% employee growth in 12 months
Company
Funding (2 rounds)
Jul 2024
$36m
SERIES C
Feb 2023
$25m
SERIES B
Total funding: $61m
Company benefits
- Intracompany committees
- Team based strategic planning
- Group brainstorming sessions
- Health/Dental/Vision Benefits
- Life Insurance
- Wellness Programs
- Commuter Benefits
- Company Outings
- Happy Hours (Club Canoe) are hosted once a month, and impromptu happy hours are sprinkled in between!
- Education reimbursement
- Onsite and virtual training courses
- Attendance at job related conferences and seminars
- Monthly Lunch and Learns
- Cross functional training encouraged
- Promote from within
- Customized development tracks
- 401(K)
- Company Equity
- Performance Bonus
- Unlimited PTO
- Paid Holidays
Company HQ
Canal Street, New York, NY
Leadership
Jason Eiswerth
(CEO)Extensive experience in financial services and business development. Held various Board positions and served as Managing Director at firms such as Nima Capital.
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