WEBSITE: https://canoeintelligence.com/
TITLE: Data Operations Analyst
LOCATION: Jacksonville or NYC Preferred or Remote
SALARY: $55,000 to $72,500 base salary plus bonus and equity
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.
What You'll Do:
- 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.
What We're Looking For:
- 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.
Top Skills
What the Team is Saying
What We Do
Canoe offers first-of-its kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business. Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so. By introducing automation to alternatives document collection and data management workflows, institutional investors, wealth managers, and general partners are seeing dramatic improvements in data accuracy and access, team efficiency, and client satisfaction.
Why Work With Us
At Canoe, we look for people who are open-minded, willing to roll up their sleeves, and constantly ask questions. We believe that diverse backgrounds and perspectives foster conversation and innovation, and collaborate to make each other better. Canoe's success is intertwined with each individual's success, which is why we focus on the team.
Gallery
Canoe Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Depending on role, employees may be hybrid in-office in NYC, London, or Jacksonville, or fully remote.
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