Data Analyst, Private Markets at Canoe Intelligence | NY, US | Rezi

Data Analyst, Private Markets at Canoe Intelligence

Data Analyst, Private Markets

Canoe Intelligence · NY, US

3 weeks ago

Data Analyst, Private Markets

Canoe Intelligence · NY, US

a month ago
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About the Role

As a member of the Canoe Data Operations Team, you will apply your expertise in private market data to build, define, and execute on our product and service offering. You will support day-to-day operations, ensure data quality, and tackle the operational complexity of the private markets ecosystem. You will work alongside senior team members to manage delivery through our onshore and offshore teams, contribute to the accuracy and efficiency of our platform, and partner closely with Product Managers to help shape the future product roadmap. This is an exciting opportunity to own core functionality and drive meaningful improvements across service delivery and ongoing operations.

Responsibilities

  • Assist in the intake, review, and processing of LP documents, ensuring they move through the pipeline accurately and on time.
  • Review automated outputs, identify processing exceptions or anomalies, and escalate or resolve issues.
  • Reconcile extraction data against source documents and manage conflicting data points.
  • Become a go-to individual for private market data points and support data manipulation and enrichment.
  • Champion best practices, perform quality checks, and drive consistency across the team.
  • Perform analysis on data trends to inform product and service offerings and flag patterns for process improvements or automation.
  • Identify technology and process improvements for efficient data processing and assist in refining operating procedures.
  • Capture and organize process notes, workflow rules, and exception-handling procedures.
  • Communicate operational needs to Data, Product, and Engineering teams, contribute to product roadmap discussions, and flag issues requiring systemic fixes.
  • Support delivery through onshore and offshore team structures, ensuring work is executed accurately and on schedule.
  • Assist client-facing team members by preparing operational summaries and data quality reports.

Requirements

  • 1+ years of experience in fund operations, fund administration, private market data, or a related financial services role.
  • Familiarity with private market data points including asset-level data, capital calls, distributions, and fund financial statements.
  • Process-oriented and organized, with a proven ability to self-manage and balance individual focus with team collaboration.
  • Attention to detail and understanding of the importance of clean, reliable data.
  • Strong communication, presentation, and interpersonal skills.
  • Ability to work effectively across teams and time zones.
  • Comfort navigating complex, fast-paced environments and uncovering answers to open-ended questions.
  • Comfort working with structured data in Excel or similar tools.

Skills

  • Private market data
  • Data quality
  • Process improvement
  • Excel
  • SQL (bonus)
  • Data platforms (bonus)

Location

  • New York City

Work Type

  • Hybrid

Experience Level

  • 1+ years

Salary/Compensations

  • $70,000 - $100,000 + Bonus

Benefits

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

About the Company

  • 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.

Equal Opportunity

  • 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.