Senior Project Manager, Canoe

Enterprise

$115-135k

Salary range is based based on Jacksonville rates and will be adjusted for geo. Plus bonus and equity

Senior and Expert level

New York

More information about location

AI platform for alternative investments

Be an early applicant

AI platform for alternative investments

101-200 employees

FintechB2BArtificial IntelligenceInvestingSaaSCapital Markets

Be an early applicant

$115-135k

Salary range is based based on Jacksonville rates and will be adjusted for geo. Plus bonus and equity

Senior and Expert level

New York

More information about location

101-200 employees

FintechB2BArtificial IntelligenceInvestingSaaSCapital Markets

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.

Job

Company

Role

Who you are

Prior experience running large enterprise level projects as part of a Fintech vendor managing budget, schedule and stakeholder management is required
5+ years experience leading large, enterprise client implementations as a software vendor working with financial institutions
Analytical, data-driven, detail oriented, and resourceful
Expert communication skills with the ability to communicate at an executive level
Ownership across a portfolio of deliverables and relationships
Client-centric; a genuine interest to deliver results for customers
Enjoys working in a collaborative environment, sharing best practices, and supporting teammates
Familiarity and experience with Financial Technology (Alts experience preferred)
Bachelor's Degree preferred
CSM, PMP or Prince2 certification preferred
Must reside in either the NYC metro area or Jacksonville, FL

What the job involves

As a Senior Project Manager, you will lead large, enterprise software implementation projects
You will collaborate as a senior member of the Client Operations team to oversee and drive product implementations of the Canoe platform
Your goal is to demonstrate Canoe’s value and guide clients to receive maximum value realization
This will include creating, executing, and managing project plans, schedules, budgets, allocations and a project team delivering value based services to drive their successful adoption of Canoe's technology
Planning and execution: Create and implement project plans, managing resources, and ensuring projects are completed on time and within budget
Leadership: Mentor team members, and providing direction and support to the team while managing project teams
Communication: Proactively communicate with stakeholders, sponsors, and project teams, and establish clear communication with clients, team members, and senior leadership
Project management: Working on multiple projects simultaneously, and being able to balance and prioritize multiple projects and priorities
Teamwork: Be a team player who can effectively interact with staff and management at all levels
Risk assessment: Assess risks and develop/maintain plans for mitigation
Quality control: Ensure quality control of project tasks
Documentation: Document project artifacts (BRD, RAID, Workflow Diagrams, etc.,)
Reporting: Provide regular project status updates and project reporting and feedback to the team, leadership and client stakeholders

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

Top investors

48% employee growth in 12 months

Glassdoor (3.4)

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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