Data Analyst Private Markets

• Support Asset Data Processing Workflows: Assist in the intake review and processing of asset-level data-including cost basis valuations and operating metrics-ensuring data moves 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.

• Be an SME: Be the go-to individual within Canoe's Asset Data team for underlying asset data points-including cost basis valuations and operating metrics-and support the manipulation and enrichment of such data.
• Own Quality: Take charge of ensuring the highest standard of output for our asset data product offering including standardizing asset-level data points across the platform.
• 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.

• Continuous Improvement: Identify technology and process improvements to efficiently and effectively process asset 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 asset data product roadmap discussions and flag issues that require systemic fixes.

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

• Experience: 4+ 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: Strong familiarity with asset-level data points including but not limited to cost basis valuations and operating metrics as well as 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.

• 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

• 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

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