Data Operations Analyst, Canoe
$55-72.5k
Plus bonus and equity
More information about location
Guiding the investment industry forward with smarter alts management
Open for applications
Guiding the investment industry forward with smarter alts management
101-200 employees
Open for applications
$55-72.5k
Plus bonus and equity
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 services, capital allocators, and wealth managers.,
Role
Who you are
- Bachelor’s degree preferred; relevant experience in fund operations, tech, or data entry is a plus
- 0–2 years of relevant experience; prior exposure to financial services, operations, or high-volume administrative work is highly preferred
- A collaborative team player with a positive attitude, who is always willing to roll up their sleeves and offer help to others
- Exceptional attention to detail combined with a strong sense of urgency; you can churn through repetitive tasks accurately day-over-day without losing focus
- A proactive problem-solver who doesn't just flag issues, but figures out the "why" behind them to prevent future errors
- A builder's mindset: you get frustrated by inefficient, manual processes and naturally look for ways to automate them
- Tech-savvy and highly adaptable; comfortable rapidly switching between multiple systems, portals, and platforms
- A strong desire to learn about the alternative investment space through immersion in document reporting
What the job involves
- The Role: Canoe is transforming how institutional investors manage alternative investment data
- We automate document collection, data extraction, and delivery for the world’s leading allocators
- As we scale, we continue to add to our operational engine—and we’re looking for high-performing operators to support that transformation
- Canoe is seeking a Data Operations Analyst to add to the team to drive our automated document collection process across investor portals and email inboxes
- In this role, you are the critical entry point for all documents and data flowing into the Canoe ecosystem
- You execute on the document collection process, helping to build the foundation for automated solutions that utilize Robotic Process Automation (RPA) and advanced agentic workflows
- This position is designed for a highly detail-oriented, fast-moving problem solver who thrives in a high-volume environment
- You will execute daily document collection workflows, reconcile system outputs, and dive deep into GP reporting to build domain expertise
- This is an incredible opportunity to learn the intricacies of alternative investments from the ground up through hands-on exposure to GP reporting, while actively helping build a smarter, more automated platform
- Own GP Relationships: Serve as the primary entry point for all documents and data into Canoe, processing a high daily volume of incoming files across shared inboxes and portals with speed and precision. Build and maintain relationships with GPs and LPs to facilitate seamless data integration and document reporting
- Master the Ecosystem: Build deep institutional knowledge of investor portals—understanding exactly when they report and how they report
- Drive Automation: Partner directly with our technology and product teams to bring forward ideas for automation, actively helping us transition from manual operations to fully automated solutions
- Optimize Operations: Continuously identify bottlenecks and drive process improvements to create massive efficiencies in your day-to-day workflow
- Reconcile & Troubleshoot: Investigate and resolve missing documents by comparing expected reporting dates against client expected deliverables to ensure zero gaps in data
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 optimizing and developing its product offerings and has recently launched an AI tech incubator, signalling clear ambition to lead as the next wave of data-driven innovation starts to take shape.
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
- Flexible PTO: Recharge with flexible PTO and paid holidays!
- In-Person Events: We host regular happy hours and company outings in NYC, London, and Jacksonville. Going to be remote? We also bring our teams together from around the world as we're able.
- Hybrid and Remote Work: Most roles at Canoe offer either a Hybrid or a Fully Remote schedule. Find the flexibility you are looking for here.
- Remote Office Stipend: Need to level up your personal workspace? We offer $750 for any office equipment you purchase (monitors, desk, chair, etc.).
- Professional Development: Continue to learn and grow, utilizing $1,000 in education reimbursement available annually to each employee. We also offer a robust Learning Management platform and host regular Lunch & Learns.
- Parental Leave: We provide paid parental leave to all new parents following 6 months of employment.
- Wellness/WiFi: We reimburse employees up to $100 per month to help cover gym memberships and internet.
- Health Insurance: From medical dental, and vision to FSAs, HSAs, and more - we've got you covered
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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