Job Description

COMPANY: Canoe Intelligence

WEBSITE:

TITLE: Data Operations Analyst

LOCATION: Jacksonville or NYC Preferred or Remote

SALARY: $55,000 to $72,500 base salary + 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 high-performing operators to support that transformation.

Canoe is seeking a Data Operations Analyst to add to the team to drive our automated document collection process across investor portals and email inboxes. In this role, you are the critical entry point for all documents and data flowing into the Canoe ecosystem. You execute on the document collection process, helping to build the foundation for automated solutions that utilize Robotic Process Automation (RPA) and advanced agentic workflows.

This position is designed for a highly detail-oriented, fast-moving problem solver who thrives in a high-volume environment. You will execute daily document collection workflows, reconcile system outputs, and dive deep into GP reporting to build domain expertise. This is an incredible opportunity to learn the intricacies of alternative investments from the ground up through hands-on exposure to GP reporting, while actively helping build a smarter, more automated platform.

What You’ll Do:

• Own GP Relationships: Serve as the primary entry point for all documents and data into Canoe, processing a high daily volume of incoming files across shared inboxes and portals with speed and precision. Build and maintain relationships with GPs and LPs to facilitate seamless data integration and document reporting.

• Master the Ecosystem: Build deep institutional knowledge of investor portals—understanding exactly when they report and how they report.

• Drive Automation: Partner directly with our technology and product teams to bring forward ideas for automation, actively helping us transition from manual operations to fully automated solutions.

• Optimize Operations: Continuously identify bottlenecks and drive process improvements to create massive efficiencies in your day-to-day workflow.

• Reconcile & Troubleshoot: Investigate and resolve missing documents by comparing expected reporting dates against client expected deliverables to ensure zero gaps in data.

What We’re Looking For:

• Bachelor’s degree preferred; relevant experience in fund operations, tech, or data entry is a plus.

• 0–2 years of relevant experience; prior exposure to financial services, operations, or high-volume administrative work is highly preferred.

• A collaborative team player with a positive attitude, who is always willing to roll up their sleeves and offer help to others.

• Exceptional attention to detail combined with a strong sense of urgency; you can churn through repetitive tasks accurately day-over-day without losing focus.

• A proactive problem-solver who doesn't just flag issues, but figures out the "why" behind them to prevent future errors.

• A builder's mindset: you get frustrated by inefficient, manual processes and naturally look for ways to automate them.

• Tech-savvy and highly adaptable; comfortable rapidly switching between multiple systems, portals, and platforms.

• A strong desire to learn about the alternative investment space through immersion in document reporting.

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.

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