WEBSITE: https://canoeintelligence.com/
TITLE: Investment Relations Coordinator
LOCATION: New York City (hybrid) or Fully Remote in the United States
SALARY: $70,000 to $75,000 base, plus bonus and equity (based on NYC, will be adjusted for geo)
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 a high-performing operator to help support that transformation.
Canoe is seeking an Investment Relations Coordinator to support our outreach to investment managers and assist with data-related projects. The Coordinator will be responsible for coordinating and tracking manager outreach campaigns, ensuring reporting connectivity for our clients, and maintaining accurate records of manager-related information.
What You'll Do:
- Send and monitor outreach emails to investment managers, following up as needed to secure reporting access.
- Track outreach status and maintain accurate records of manager responses.
- Maintain Canoe's manager relationship database, including allocation statuses and reporting coverage.
- Organize manager-related information received via email and other communications.
- Gather and analyze manager and fund related data from various sources to support data operations
- Assist with reporting materials and data organization on a monthly, quarterly, or ad hoc basis
What We're Looking For:
- Bachelor's degree required (finance, business, economics, or related field preferred)
- 0-2 years of relevant work or internship experience; financial services, investor relations, or fund operations experience a plus but not required
- Strong written and verbal communication skills, with the ability to represent Canoe professionally to external partners
- Exceptional attention to detail and organizational skills
- Highly motivated self-starter with the ability to prioritize tasks and work independently
- Proficiency in GSuite and Microsoft Office Suite; familiarity with SQL or CRM systems a plus.
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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