Data Operations Associate, Canoe
$85-110k
+ Bonus
AI platform for alternative investments
Be an early applicant
AI platform for alternative investments
101-200 employees
Be an early applicant
$85-110k
+ Bonus
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
- 4+ years of professional experience involving analyzing, reconciling large data sets to make data driven recommendations
- Proven track record communicating to clients and/or external stakeholders of various levels of seniority
- Ability to easily adapt to changing priorities and lead mission critical long-term initiatives across multiple cross-functional teams
- Quick to learn, grasp new concepts and client-specific nuances
- Strong project management and communication skills combined with strong attention to detail
- Experience directing and managing teammates working in various locations and time zones
- Prior experience in automating and scaling manual processes in an ultra-high growth environment
- Prior experience in Business Operations, Business Intelligence or Professional Services at a fintech startup
- Proficiency in Excel/Google Sheets and SQL required
What the job involves
- The Data Operations Associate will work closely with our offshore teammates, onshore teammates and clients to take charge of complex processes impacting Canoe’s ability to efficiently collect data to drive our ever-expanding Collective Intelligence, and ultimately deliver high quality services for some of our most complex clients, empowering them to get the most value out of Canoe’s offering
- Create excellent recurring regular reporting aimed at providing process and project status updates including timing, capacity, and milestones to various internal stakeholders
- Produce and maintain robust process documentation and workflow diagrams
- Help direct and manage a global team
- Lead efforts to document, test, measure, execute, and improve on existing processes
- Assist in implementing and monitoring new operational process changes
- Manage multiple projects with competing priorities in a fast-paced environment
- Collaborate cross-functionally with Client Success and Commercial teams to operationalize and standardize client-specific data management requests
- Collaborate with the Product team to develop long-term, robust software solutions to manual operations challenges
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.
Salary benchmarks
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