Canoe

Data Analyst Private Markets

Posted 5 Hours Ago

2 Locations

Hybrid

70K-110K Annually

Junior

Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services

First-of-its kind AI technology powering the future of alternative investments

The Role

The Data Analyst will support operations by managing document processing maintaining data quality and collaborating with teams on product improvements.

Summary Generated by Built In

COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Data Analyst Private Markets
LOCATION: New York City (hybrid) or Jacksonville FL (hybrid)
SALARY: $70000 - $110000 + Bonus and Equity (based on New York will be adjusted for geo)
The Role:
You are an emerging operations professional eager to grow your career at the intersection of private markets and cutting-edge AI. As a member of our Canoe Data Operations Team you will apply your expertise in private market data to build define and execute on our product and service offering-while supporting day-to-day operations ensuring data quality and tackling the operational complexity of the private markets ecosystem.
You will work alongside senior team members to manage delivery through our onshore and offshore teams contribute to the accuracy and efficiency of our platform and partner closely with Product Managers to help shape the future product roadmap. This is an exciting opportunity to own core functionality and drive meaningful improvements across service delivery and ongoing operations.
What You'll Do:
Operational Support & Workflow Management:

Support Document Processing Workflows: Assist in the intake review and processing of LP documents (Capital Account Statements PCAPs Call/Distribution Notices) ensuring they move through the pipeline accurately and on time.
Monitor & Triage Exceptions: Review automated outputs identify processing exceptions or anomalies and escalate or resolve issues in coordination with senior operations staff.
Deliver Quality: Reconcile extraction data against source documents manage conflicting data points and maintain high standards across all client deliverables.

Subject Matter Expertise & Data Quality:

Be an SME: Become a go-to individual within Canoe for private market data points-including underlying asset data such as cost basis valuations and operating metrics-and support the manipulation and enrichment of such data.
Advocate for Standards: Champion best practices perform quality checks and drive consistency across the team to foster a culture of excellence.
Derive Insights: Perform analysis on data trends to inform our product and service offering and flag patterns that can inform process improvements or automation opportunities.

Process Improvement & Product Development:

Continuous Improvement: Identify technology and process improvements to efficiently and effectively process data and assist in refining operating procedures.
Document Operational Logic: Help capture and organize process notes workflow rules and exception-handling procedures to be shared across operations and product teams.
Cross-Functional Coordination: Work closely with Data Product and Engineering teams to communicate operational needs contribute to product roadmap discussions and flag issues that require systemic fixes.

Collaboration & Client Support:

Manage Offshore Coordination: Support delivery through onshore and offshore team structures ensuring work is executed accurately and on schedule.
Client-Adjacent Support: Assist client-facing team members by preparing operational summaries and data quality reports that support client communications and onboarding.

What We're Looking For:

Experience: 1+ years of experience in fund operations fund administration private market data or a related financial services role. Internship experience in relevant fields will be considered.
Domain Knowledge: Familiarity with private market data points including asset-level data (cost basis valuations operating metrics) capital calls distributions and fund financial statements.
Operational Mindset: Process-oriented and organized with a proven ability to self-manage in a remote or hybrid work setting and balance individual focus with team collaboration.
Attention to Detail: You take accuracy seriously and understand that clean reliable data is the foundation of everything we do.
Communication Skills: Strong communication presentation and interpersonal skills with the ability to work effectively across teams and time zones.
Comfort with Ambiguity: Comfortable navigating complex fast-paced environments and uncovering answers to open-ended product and operational questions.
Technical Comfort: Comfortable working with structured data in Excel or similar tools. Exposure to SQL or data platforms is a bonus but not required.

What You'll Get:

Medical dental vision benefits
Flexible PTO
401(k)
Flexible work from home policy
Home office stipend + wifi reimbursement
Employee Assistance Program
Gym reimbursement
Education assistance
Parental Leave
Commuter benefits

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

Excel

SQL

What the Team is Saying

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The Company

HQ: New York NY

180 Employees

Year Founded: 2017

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.