Data Analyst (Private Markets)
Summary
Data Analyst on Canoe's Data Operations team in New York: processes and quality-checks private-markets fund documents (capital account statements, PCAPs, call/distribution notices), triages exceptions from AI-driven extraction, and analyzes data trends to improve products and operations. Tools: Excel required, SQL a bonus.
- You are an emerging operations professional eager to grow your career at the intersection of private markets and cutting-edge AI
- As a member of our Canoe Data Operations Team, you will apply your expertise in private market data to build, define, and execute on our product and service offering—while supporting day-to-day operations, ensuring data quality, and tackling 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
- Support Document Processing Workflows: Assist in the intake, review, and processing of LP documents (Capital Account Statements, PCAPs, Call/Distribution Notices), ensuring they move through the pipeline accurately and on time
- Monitor & Triage Exceptions: Review automated outputs, identify processing exceptions or anomalies, and escalate or resolve issues in coordination with senior operations staff
- Deliver Quality: Reconcile extraction data against source documents, manage conflicting data points, and maintain high standards across all client deliverables
- Be an SME: Become a go-to individual within Canoe for private market data points—including underlying asset data such as cost basis, valuations, and operating metrics—and support the manipulation and enrichment of such data
- Advocate for Standards: Champion best practices, perform quality checks, and drive consistency across the team to foster a culture of excellence
- Derive Insights: Perform analysis on data trends to inform our product and service offering, and flag patterns that can inform process improvements or automation opportunities
- Continuous Improvement: Identify technology and process improvements to efficiently and effectively process data, and assist in refining operating procedures
- Document Operational Logic: Help capture and organize process notes, workflow rules, and exception-handling procedures to be shared across operations and product teams
- Cross-Functional Coordination: Work closely with Data, Product, and Engineering teams to communicate operational needs, contribute to product roadmap discussions, and flag issues that require systemic fixes
- Manage Offshore Coordination: Support delivery through onshore and offshore team structures, ensuring work is executed accurately and on schedule
- Client-Adjacent Support: Assist client-facing team members by preparing operational summaries and data quality reports that support client communications and onboarding
Benefits
- Health Insurance: From medical dental, and vision to FSAs, HSAs, and more - we’ve got you covered
- Benefits Stipend: Canoe offers a £6,000 stipend for employees to enroll in their own private benefits.
- Flexible PTO: Recharge with flexible PTO and paid holidays!
- In-Person Events: We host regular happy hours and company outings in NYC, London, and Jacksonville. Going to be remote? We also bring our teams together from around the world as we’re able.
- Hybrid and Remote Work: Most roles at Canoe offer either a Hybrid or a Fully Remote schedule. Find the flexibility you are looking for here.
- Remote Office Stipend: Need to level up your personal workspace? We offer $750 for any office equipment you purchase (monitors, desk, chair, etc.).
- Professional Development: Continue to learn and grow, utilizing $1,000 in education reimbursement available annually to each employee. We also offer a robust Learning Management platform and host regular Lunch & Learns.
- Parental Leave: We provide paid parental leave to all new parents following 6 months of employment.
- Wellness/WiFi: We reimburse employees up to $100 per month to help cover gym memberships and internet.
- Attention to Detail: You take accuracy seriously and understand that clean, reliable data is the foundation of everything we do
- Communication Skills: Strong communication, presentation, and interpersonal skills with the ability to work effectively across teams and time zones
- Domain Knowledge: Familiarity with private market data points including asset-level data (cost basis, valuations, operating metrics), capital calls, distributions, and fund financial statements
- Experience: 1+ years of experience in fund operations, fund administration, private market data, or a related financial services role. Internship experience in relevant fields will be considered
- Technical Comfort: Comfortable working with structured data in Excel or similar tools. Exposure to SQL or data platforms is a bonus, but not required
- Comfort with Ambiguity: Comfortable navigating complex, fast-paced environments and uncovering answers to open-ended product and operational questions
- Operational Mindset: Process-oriented and organized, with a proven ability to self-manage in a remote or hybrid work setting and balance individual focus with team collaboration