WEBSITE: https://canoeintelligence.com/
TITLE: Document Management Coordinator
LOCATION: New York City or Jacksonville, FL (hybrid), or Fully Remote in the United States
SALARY: $45,000 to $50,000 base salary plus 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 Document Management Coordinator to monitor our document collection process across investor portals and email inboxes. The Coordinator will play a critical role in ensuring the timeliness and completeness of document capture for Canoe's clients.
This role is designed for a highly detail-oriented and organized individual who can reconcile system outputs versus expected results. The Document Management Coordinator will monitor investor portal activity and escalate issues as needed. This is an excellent opportunity for someone looking to gain exposure to alternative investments and financial technology through a data operations-focused role.
What You'll Do:
- Reconcile collected documents against expected reporting calendars
- Manage detailed logs on document collection, ensuring all required files are captured accurately and on time
- Monitor shared inboxes for actionable tasks
- Track, reconcile, and escalate document anomalies against expectation statuses against internal reports and data
- Act as safeguard to ensure accuracy and completeness of the document collection process
What We're Looking For:
- Bachelor's degree preferred; relevant experience in fund operations a plus
- 0-2 years of relevant work or internship experience; prior exposure to financial services or operations is helpful but not required
- Strong attention to detail and organizational skills, with the ability to complete repetitive tasks accurately
- Comfortable working with multiple systems and platforms simultaneously
- Proficiency in GSuite and Microsoft Office Suite
- Reliable, proactive, and eager to learn in a fast-paced environment
What You'll Get:
- Medical, dental, vision benefits
- Flexible PTO
- 401(k)
- Flexible work from home policy
- Home office stipend
- Employee Assistance Program
- Gym/Wifi reimbursement
- Education assistance
- Parental Leave
Our 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
Who We Are:
Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe's technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe's AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.
Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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.
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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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