Data Analyst, Private Markets

Canoe Intelligence is reimagining alternative investment data processes for institutional investors and asset servicing firms. The Data Analyst, Private Markets role involves managing private market data, ensuring data quality, and supporting operational workflows, while collaborating with various teams to improve processes and product offerings.

Responsibilities

• 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

Skills

• 1+ years of experience in fund operations, fund administration, private market data, or a related financial services role
• Familiarity with private market data points including asset-level data (cost basis, valuations, operating metrics), capital calls, distributions, and fund financial statements
• 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
• You take accuracy seriously and understand that clean, reliable data is the foundation of everything we do
• Strong communication, presentation, and interpersonal skills with the ability to work effectively across teams and time zones
• Comfortable navigating complex, fast-paced environments and uncovering answers to open-ended product and operational questions
• Comfortable working with structured data in Excel or similar tools
• Internship experience in relevant fields will be considered
• Exposure to SQL or data platforms is a bonus, but not required

Benefits

• 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

Company Overview

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