Sr. Data Analyst, Private Markets
COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Sr. Data Analyst, Private Markets
LOCATION: New York City (hybrid) or Fully Remote in the United States
SALARY: $140,000 - $160,000 + Bonus and Equity (based on NYC, will be adjusted for geo)
The Role:
You are the industry veteran who will define the logic for the next frontier of Private Markets AI. Canoe has already built the proprietary technology that serves as the industry standard for automated data extraction. We have the foundation, the clients, and the engine. Now, we are expanding our capabilities to handle the "fun stuff"—the extreme nuance, the edge cases, and the deep complexity of the private markets ecosystem.
We are looking for a business leader with deep technical instincts to take our AI from "foundational" to "expert." In this role, you will leverage your years of experience to construct the data extraction strategies for the industry’s most challenging documents. You will bridge the gap between Limited Partner (LP) reporting needs and machine learning, ensuring our models evolve to handle the full weight of private market complexity.
What You’ll Do:
Strategic Expansion & Model Development:
Construct the "Next-Gen" Playbook: Design the comprehensive data extraction rules for complex LP documents (Capital Account Statements, PCAPs, Call/Distribution Notices). You will move beyond standard mappings to define how our system handles high-complexity scenarios at scale.
Drive AI Evolution: We aren't starting from scratch—we are leveling up. You will analyze model performance on intricate data sets and provide the "human intelligence" needed to retrain our system for higher accuracy and deeper granularity.
Curate High-Fidelity Training Data: Personally analyze and annotate complex, proprietary documents to define the "Ground Truth." Your deep markup of these documents will serve as the gold standard that our engineering teams and models aim to replicate.
Expert Intervention & Logic Definition:
Complex Data Intervention: Serve as the final escalation point for data integrity. When the automated logic encounters a new or difficult fund structure, you will step in to resolve the breakage, ensuring the data balances and the output is client-ready.
Codify Financial Logic: Translate abstract accounting concepts (e.g., recallable capital nuances, equalization adjustments, multi-tier waterfalls) into systematic rules that our product team can implement.
Research & Discovery: Proactively identify new reporting trends and asset class variations. You will research how these new instruments should be captured and define the schema before they ever hit our automated production lines.What We’re Looking For:
Client & Market Leadership:
Client-Facing Authority: Act as a trusted advisor to our clients. You will demonstrate our deep understanding of their data challenges and articulate how our technology navigates the complexities of their specific portfolios.
Cross-Functional Partnership: Work hand-in-glove with Product and Engineering. You bring the "Business Logic," they bring the code. Together, you will build the future of private markets data.4–7 years experience in private markets financial analysis, fund operations, or fund administration roles.
What we're looking for:
Experience: 7+ years of rigorous experience in private markets, specifically within an LP, Fund of Funds, Family Office, or Fund Administrator.
Deep Domain Fluency: You have spent your career analyzing Fund and Investor-level data. You understand the "why" behind every number on a Capital Call and the relationship between financial statements and investor reporting.
A Builder’s Mindset: You are looking for a role where your industry knowledge helps build a product. You are excited by the prospect of taking a manual, messy industry problem and solving it with systemic logic.
Technical Instincts: You are a business person who understands data structures. You may not write software, but you understand how to organize data, identify patterns, and define strict logic rules.
Uncompromising Standards: You know what "audit-ready" looks like. You are willing to dive into the weeds of the data to ensure our AI is learning the right lessons, refusing to compromise on precision.
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.
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.
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