Data Operations Associate, Canoe
$85-105k
+ Bonus. Salary is benchmarked on US rates and may vary on further locations
AI platform for alternative investments
Be an early applicant
AI platform for alternative investments
101-200 employees
Be an early applicant
$85-105k
+ Bonus. Salary is benchmarked on US rates and may vary on further locations
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
- 2+ years of professional experience working in a high volume, high velocity operations environment
- Experience working with large datasets to understand and provide data driven recommendations
- Proven ability to work in a dynamic environment with evolving priorities and tasks
- Experience collaborating with different teams to help drive towards technical and operational solutions to ongoing challenges
- Enjoys working in a collaborative environment, sharing/adopting best practices, and supporting teammates
- Analytical, data-driven self-starter that is detailed-oriented and resourceful
- Problem-solver who thrives in diving into details when required
- Proficiency in Google Suite, Excel and SQL
- Proven ability to grasp new concepts quickly and successfully
- Proven ability to understand the implications of issues and process changes beyond the immediately seen impact
- Experience working and effectively communicating with global teams across timezones
Desirable
- Prior experience as an Operations Associate or Business Analyst in Financial Technology
- Proficient in scripting languages such as SQL and Python
- Prior experience building out and maintaining cross functional operational processes
- Interest in Financial Technology or Software
- Familiarity with Alternative Investments reporting
What the job involves
- As a member of our Canoe Connect Business Team, the Data Operations Associate will work closely with our offshore and onshore teammates to help oversee complex processes which impact Canoe’s ability to sustain our document collection offering continuously
- If you have a proven track record of driving continuous improvement, owning processes and driving process changes, you would be a great fit for this role!
- Leverage Canoe’s technology and data operations team to collect and deliver all of Canoe’s clients’ documents quickly and completely
- Lead process changes and enhancements by documenting, driving and collaborating with team members to execute
- Act as the primary point of contact with offshore and onshore teammates by providing regular reporting, facilitating meetings
- Help address operational issues, create awareness of challenges and troubleshoot as required
- Collaborate with the Product team to develop long-term robust software solutions which address manual operations challenges
- Act as the subject matter expert for questions relating to data completeness and monitor execution of processes and best practices among team members
- Collaborate with client facing teams to understand and document client challenges to help improve product and operational offering
Salary benchmarks
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. The company is currently focused on accelerating expansion into European markets, growing its team, and further optimisation and development of its product offerings.
Freddie
Company Specialist at Welcome to the Jungle
Insights
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 values
- Client First - Listen, and deliver client-centric solutions
- Be An Owner - Take initiative, improve situations, drive positive outcomes
- Excellence - Always set the highest standard for yourself and others
- Win Together - 1 + 1 = 3
Company HQ
Canal Street, New York, NY
Articles
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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