COMPANY: Canoe Intelligence

WEBSITE: https://canoeintelligence.com/

TITLE: Document Management Coordinator

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

SALARY: $22.50 to $25.00 per hour

The Role:

Canoe is transforming how institutional investors manage alternative investment data. We automate document collection, data extraction, and delivery for the world’s leading allocators. As we scale, we're rebuilding our operational engine — and we’re looking for a high-performing operator to help lead that transformation.

Canoe is seeking a Document Management Coordinator to support our document collection process across investor portals and email inboxes. The Analyst will play a critical role in ensuring the timeliness and completeness of document capture for Canoe’s clients.

This role is designed for a highly detail-oriented and organized individual who can consistently execute repetitive tasks with accuracy. The Document Management Coordinator will log into investor portals, download and track reporting documents, and escalate issues as needed. This is an excellent opportunity for someone looking to gain exposure to alternative investments and financial technology through an operations-focused role.

What You’ll Do:

• Monitor client email inboxes and log into investor portals to retrieve documents
  
• Maintain organized logs for manual document collection, ensuring all required files are captured accurately and on time
  
• Monitor shared inboxes for manager reporting emails
  
• Flag and escalate access issues, missing documents, or portal errors to the operations team
  
• Track and reconcile document statuses against internal reports and data
  
  

What We’re Looking For:

• Bachelor’s degree preferred; relevant experience in fund operations a plus
• 0–2 years of relevant work or internship experience; prior exposure to financial services or operations is helpful but not required
• Strong attention to detail and organizational skills, with the ability to complete repetitive tasks accurately
• Comfortable working with multiple systems and platforms simultaneously
• Proficiency in GSuite and Microsoft Office Suite
• Reliable, proactive, and eager to learn in a fast-paced environment

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.