COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Data Operations Associate
LOCATION: New York City or Jacksonville, FL (hybrid)
SALARY: $85,000 - $110,000 base salary + bonus (based on NYC, will be adjusted for geo)
The Role:
The Data Operations Associate will work closely with our offshore teammates, onshore teammates and clients to take charge of complex processes impacting Canoe's ability to efficiently collect data to drive our ever-expanding Collective Intelligence, and ultimately 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 excellent recurring regular reporting aimed at providing process and project status updates including timing, capacity, and milestones to various internal stakeholders.
- Produce and maintain robust process documentation and workflow diagrams
- Help direct and manage a global team
- Lead efforts to document, test, measure, execute, and improve on existing processes
- Assist in implementing and monitoring new operational process changes.
- Manage multiple projects with competing priorities in a fast-paced environment
- Collaborate cross-functionally with Client Success and Commercial teams to operationalize and standardize client-specific data management requests.
- 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 analyzing, reconciling large data sets to make data driven recommendations.
- Proven track record communicating to clients and/or external 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 in automating and scaling manual processes in an ultra-high growth environment.
- Prior experience in Business Operations, Business Intelligence or Professional Services at a fintech startup.
- Proficiency in Excel/Google Sheets and SQL required.
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.
Gallery
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.
.png)
