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Data Operations Associate

Canoe

Canoe

Operations
Jacksonville, FL, USA
Posted on Nov 21, 2024
Client Operations · Multiple locations · Hybrid

Data Operations Associate

COMPANY: Canoe Intelligence

WEBSITE: https://canoeintelligence.com/

TITLE: Data Operations Associate

LOCATION: London / NY / Jacksonville (Hybrid)

SALARY: $85,000 - $105,000 base salary + bonus (Based on Jacksonville, adjusted for NY or London)

The Role:

As a member of our Canoe Connect Business Team, the Data Operations Associate will work closely with our offshore and onshore teammates to help oversee complex processes which impact Canoe’s ability to sustain our document collection offering continuously. If you have a proven track record of driving continuous improvement, owning processes and driving process changes, you would be a great fit for this role!

What You’ll Do:

  • Leverage Canoe’s technology and data operations team to collect and deliver all of Canoe’s clients’ documents quickly and completely
  • Lead process changes and enhancements by documenting, driving and collaborating with team members to execute
  • Act as the primary point of contact with offshore and onshore teammates by providing regular reporting, facilitating meetings
  • Help address operational issues, create awareness of challenges and troubleshoot as required.
  • Collaborate with the Product team to develop long-term robust software solutions which address manual operations challenges
  • Act as the subject matter expert for questions relating to data completeness and monitor execution of processes and best practices among team members.
  • Collaborate with client facing teams to understand and document client challenges to help improve product and operational offering

What We’re Looking For:

  • 2+ years of professional experience working in a high volume, high velocity operations environment
  • Experience working with large datasets to understand and provide data driven recommendations
  • Proven ability to work in a dynamic environment with evolving priorities and tasks
  • Experience collaborating with different teams to help drive towards technical and operational solutions to ongoing challenges
  • Enjoys working in a collaborative environment, sharing/adopting best practices, and supporting teammates
  • Analytical, data-driven self-starter that is detailed-oriented and resourceful
  • Problem-solver who thrives in diving into details when required
  • Proficiency in Google Suite, Excel and SQL
  • Proven ability to grasp new concepts quickly and successfully
  • Proven ability to understand the implications of issues and process changes beyond the immediately seen impact.
  • Experience working and effectively communicating with global teams across timezones.

    Preferred:

    • Prior experience as an Operations Associate or Business Analyst in Financial Technology
    • Proficient in scripting languages such as SQL and Python
    • Prior experience building out and maintaining cross functional operational processes
    • Interest in Financial Technology or Software
    • Familiarity with Alternative Investments reporting

What You’ll Get:

  • 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

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.

Department
Client Operations
Locations
Jacksonville, London , New York City
Remote status
Hybrid

About Canoe Intelligence

Our mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators and wealth managers.

Client Operations · Multiple locations · Hybrid

Data Operations Associate

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