Operations Associate - Connect

| New York, NY, USA | Remote | Hybrid
Employer Provided Salary: 60,000-75,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Operations Associate - Connect
LOCATION: New York City (hybrid) or Fully Remote in the United States
SALARY: $60,000 - $75,000 (based on NYC, will be adjusted for geo)
The Role:
As an Operations Associate - Connect, you'll join our dynamic Operations team to handle a variety of tasks focused on maintaining client SLAs for alternative investment reporting. In this role, you'll ensure the timely and accurate retrieval of data while adhering to security and compliance protocols. You'll have the unique opportunity to proactively identify and troubleshoot workflow issues, collaborating with cross-functional teams to streamline processes and enhance efficiency.
What You'll Do:

  • Perform a variety of operational and data collection tasks to maintain client SLAs related to alternative investment reporting
  • Ensure timely and accurate retrieval of data while adhering to security and compliance protocols
  • Proactively identify and troubleshoot any issues related to document retrieval workflows, escalating complex issues to relevant stakeholders
  • Collaborate with cross-functional teams to streamline operational processes and enhance efficiency
  • Create and maintain documentation related to daily workflows and financial portal navigation

What We're Looking For:
The ideal candidate should possess strong organizational skills, an aptitude for problem solving, and a keen eye for accuracy.

  • Quick to learn, grasp new concepts and client-specific nuances easily
  • 2 + years of experience with back office operations
  • Experience with executing daily process workflows while maintaining high quality standards
  • Strong project management and communication skills combined with strong attention to detail
  • Ability to easily adapt to changing priorities in a fast-paced, dynamic environment
  • Receptive to feedback on proposed solutions, incorporate in future iterations


  • Prior experience in a similar operations role within fintech industry
  • Prior experience in startup environment
  • Proficiency in navigating and using financial portals and related software applications

    What You'll Get:

    • 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

      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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      Technology we use

      • Engineering
      • Sales & Marketing
      • People Operations
        • JavaLanguages
        • JavascriptLanguages
        • PHPLanguages
        • PythonLanguages
        • SqlLanguages
        • ReactLibraries
        • VueLibraries
        • Angular.JSFrameworks
        • LaravelFrameworks
        • MySQLDatabases
        • WordpressCMS
        • HubSpotCRM
        • SalesforceCRM
        • SlackCollaboration
        • ZoomCollaboration


      Canoe is located in the trendy SoHo district of downtown Manhattan, easy to get to by train or ferry (and even easier now since we're remote!).

      An Insider's view of Canoe

      What’s the vibe like in the office?

      A healthy mix of cold brew on tap, snacks and quiet spaces to get work done. On most days the office is typically pretty quiet, except when the remote folks are in town! Bring your pool cue or ping pong paddle as fresh competition is wanted. Friendly office banter is welcome is an added bonus.


      Full Stack Developer

      What makes someone successful on your team?

      There are three key qualities that drive success on our team: independent & resourceful, organized, and self-motivated. As a small team, we wear multiple hats and are often handling all aspects of the sales process in any given day. It's critical to be self-reliant & organized, while maintaining a high degree of persistence and discipline.


      Sales Executive

      How do your team's ideas influence the company's direction?

      Canoe is an incredibly collaborative and flat organization. New ideas and perspectives from our team are critical to the company’s continued growth and evolution and are valued deeply. At Canoe, the impact you have on the company’s trajectory is direct and tangible, and in my mind, that’s one of the things that makes Canoe so special.


      Partner and Chief Revenue Officer

      What are some things you learned at the company?

      I've learned so much at Canoe not only about the alternative investments space, but also the essential skills needed to succeed individually and as a team within a startup. Our collaborative, fast-paced culture allows for growth based on interests and skills while our diverse team allows us to learn from and contribute to each other's development.


      Client Success Manager

      What are Canoe Perks + Benefits

      Canoe Benefits Overview

      At Canoe, we provide our team with a full benefits package, including medical, dental, vision, 401k, commuter benefits, gym/wellness reimbursements, and more. While the whole team is currently remote, our development team continues to conduct daily stand-ups to regularly touch base. We have monthly company-wide meetings, semi-annual Town Halls, and weekly virtual games for the team to hang out away from work.

      Team based strategic planning
      Open office floor plan
      Remote work program
      Mandated unconscious bias training
      Diversity manifesto
      Hiring practices that promote diversity
      Health Insurance + Wellness
      Dental insurance
      Vision insurance
      Health insurance
      Wellness programs
      Financial & Retirement
      Company equity
      Performance bonus
      Child Care & Parental Leave
      Generous parental leave
      Family medical leave
      Vacation + Time Off
      Unlimited vacation policy
      Paid holidays
      Paid sick days
      Canoe offers unlimited sick days for all employees.
      Office Perks
      Company-sponsored outings
      Company-sponsored happy hours
      Fitness stipend
      Canoe reimburses each team member up to $100 per month for health and wellness activities.
      Home-office stipend for remote employees
      Canoe employees receive a $200 stipend to cover the cost of remote work accommodations (Canoe provides employees with computers and computer peripherals separately).
      Professional Development
      Promote from within
      Continuing education stipend
      Canoe offers education reimbursement for all full-time employees of $1,000 annually.
      Continuing education available during work hours

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