Senior Data Analyst - Private Markets

Posted Yesterday
Hiring Remotely in Location, WV
Remote
Hybrid
100K-125K Annually
Mid level
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
First-of-its kind AI technology powering the future of alternative investments
The Role
The Senior Data Analyst will analyze financial statements, support AI model training, and collaborate with teams for data extraction in private markets.
Summary Generated by Built In

COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Senior Data Analyst, Private Markets
LOCATION: Hybrid in New York City, London, or Jacksonville, or Fully Remote in the United States/United Kingdom
SALARY: $100,000 - $125,000 (based on NYC, will be adjusted for geo)
The Role:
The Senior Data Analyst, Private Markets will execute detailed financial statement analyses, perform document markup for extraction, and actively participate in human-in-the-loop feedback processes. Canoe is setting the standard for advanced data extraction and AI in private markets. Working daily alongside product, engineering, and AI teams, you'll ensure our proprietary extraction models learn accurately from your experience in private markets and your data domain expertise.
What You'll Do:

  • Detailed Financial Statement Analysis & Document Markup
    • Analyze, interpret, and precisely markup complex private markets documents for data extraction.
    • Set the standard of excellence in financial statement analysis and detailed data capture requirement generation
  • Human-in-the-Loop AI Model Training & Feedback
    • Provide direct input into advanced AI model training efforts by identifying extraction errors, edge cases, and patterns.
    • Work closely with engineers to enhance accuracy, provide timely feedback, and refine extraction models iteratively.
  • Cross-Team Operational Collaboration
    • Collaborate actively with product managers, engineers, and other data operations analysts to streamline processes.
    • Clearly document issues, edge cases, and resolutions for continuous learning and operational improvement.
  • Quality Assurance & Validation
    • Regularly execute rigorous quality assurance tests to maintain data integrity and accuracy.
    • Report and escalate anomalies or persistent issues for strategic resolution.
  • Define Success for Advanced Data Analytics in Private Markets
    • High accuracy rates and consistent adherence to markup and extraction standards.
    • Measurable improvements in AI model performance as a direct result of your operational input.
    • Effective collaboration with product and engineering, contributing significantly to continuous model development and learning
    • Elevation of the private markets data knowledge and discussion across the team


What We're Looking For:

  • 4-7 years experience in private markets financial analysis, fund operations, or fund administration roles.
  • Proven experience marking up financial documents (e.g. capital calls, distributions, audited financial statements).
  • Prior experience or clear aptitude for working with engineering, AI teams, or automation-driven processes.
  • Exceptional attention to detail and adherence to data accuracy standards.


What You'll Get:
US

  • 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


UK

  • A stipend for benefits, including medical, dental, vision benefits
  • Flexible PTO
  • Pension contribution
  • Flexible work from home policy
  • Home office stipend + gym/wifi reimbursement
  • Employee Assistance Program
  • Gym 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

AI
Data Extraction
Document Markup
Financial Analysis

What the Team is Saying

Nikhil
Sivan
Drew
Maggie
Mike
Minoo
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The Company
HQ: New York, NY
170 Employees
Hybrid Workplace
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.

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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.

Typical time on-site: Flexible
HQNew York, NY
Jacksonville, FL
London, GB
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