Job Description

COMPANY: Canoe Intelligence

WEBSITE :

TITLE:  Sr. Data Analyst, Private Markets

LOCATION: New York City (hybrid) or Fully Remote in the United States

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:

• 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.

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