Professional Services Associate

COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Professional Services Associate
LOCATION: New York City (hybrid) or Fully Remote in the United States (Eastern Time Zone)
SALARY: $85,000 - $110,000 base salary
The Role:
The Professional Services Associate will work closely with our offshore teammates, onshore teammates, and clients to deliver high quality services for some of our most complex clients, empowering them to get the most value out of Canoe's offering.
What You'll Do:

• Create, update and maintain custom client reports and data extracts
• Define, design & execute on ad hoc client projects
• Produce and maintain robust process documentation and workflow diagrams
• Help direct and manage a global team
• Manage multiple projects with competing priorities in a fast-paced environment
• Create excellent recurring regular reporting aimed at providing process/project status updates including timing, capacity, and milestones to various internal stakeholders
• Lead efforts to document, test, measure, execute, and improve on existing processes
• Collaborate with the Product team to develop long-term, robust software solutions to manual operations challenges

What We're Looking For:

• 4+ years of professional experience involving large data sets, reconciling reports (Excel, Sheets, PowerBI)
• 2+ years of management consulting experience preferred
• Proven track record in client-facing roles and communicating to stakeholders of various levels of seniority
• Ability to easily adapt to changing priorities and lead mission critical long-term initiatives across multiple cross-functional teams
• Quick to learn, grasp new concepts and client-specific nuances
• Strong project management and communication skills combined with strong attention to detail
• Experience directing and managing teammates working in various locations and time zones
• Prior experience with alternative investments, SaaS, or Fintech
• Proficient in one or more programming languages (Python, R, SQL, Apps Scripts, or other equivalent languages)
• Prior experience in Professional Services, Business Analysis, or Project Management focused on data automation / best practice

What You'll Get:

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

What's The Process?

• Our candidate discovery process generally constitutes the following key milestones: A Phone Interview and two rounds of video interviews. We also complete background checks and references prior to employment.

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.