CI
Full-time · Hybrid

Data Analyst, Private Markets

This is a pivotal operational role that bridges the gap between traditional private market investing and modern AI technology. You will ensure the accuracy of financial data for elite investors while helping to scale a platform that is automating the most tedious parts of the investment lifecycle. It is a perfect blend of financial analysis and technical product improvement.

Canoe Intelligence · New York City, New York, United States · Posted 23 April 2026

The role

Overview

This is a pivotal operational role that bridges the gap between traditional private market investing and modern AI technology. You will ensure the accuracy of financial data for elite investors while helping to scale a platform that is automating the most tedious parts of the investment lifecycle. It is a perfect blend of financial analysis and technical product improvement.

What they need

Requirements & Skills

Key Responsibilities

  • Oversee the intake and processing of LP documents through the automated pipeline
  • Identify and resolve data extraction exceptions and anomalies
  • Collaborate with Product Managers to improve platform efficiency and features
  • Coordinate with onshore and offshore teams to ensure timely delivery
  • Perform rigorous quality checks to maintain data integrity

Essential

  • Experience in an operations-focused role within financial services or fintech
  • Familiarity with private market document types such as Capital Account Statements and Call/Distribution Notices
  • Ability to reconcile complex data sets against original source documents
  • Proven track record of managing workflows and meeting delivery deadlines
  • Strong analytical mindset with an eye for identifying data anomalies

Preferred

  • Experience working with offshore or distributed operational teams
  • Interest in AI-driven data extraction and automation technologies
  • Previous experience in a high-growth startup environment

Key Skills

Data ReconciliationWorkflow ManagementFinancial Document AnalysisException TriageCross-functional CollaborationQuality Assurance

Networking

People to Know

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Perks

Benefits & perks

  • Competitive base salary
  • Performance-based bonus
  • Equity ownership in the company
  • Hybrid work flexibility
  • Comprehensive health and wellness benefits
  • Professional development opportunities in Fintech and AI

Next step

Apply now

Found via careers.canoeintelligence.com

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