Client Support Analyst, Canoe
$60-76k
Salary applicable to candidates based in NY
AI platform for alternative investments
Job no longer available
AI platform for alternative investments
101-200 employees
Job no longer available
$60-76k
Salary applicable to candidates based in NY
101-200 employees
Company mission
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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Company mission
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.
Our take
The internet presents itself as a seemingly infinite source of crucial information, particularly when it comes to financial information to inform smart investment. However, the sheer amount of data available makes it incredibly difficult to mine, aggregate and analyze in a way that is fast and efficient enough to be useful.
Canoe leverages AI technology to automate the analysis of investment data, including document collection, data extraction, categorization and validation. The technology is provided in the form of cloud-based tools, API packages and integrated portals, ultimately aiming to present a unified system in which investors can tackle the inefficiencies of manual investment data analysis.
It's undeniable that other automated data analysis services are available, but the unified nature of Canoe makes it stand out as a solution with a lot of potential. The company is currently focused on accelerating expansion into European markets, growing its team, and further optimisation and development of its product offerings.
Freddie
Company Specialist
Benefits
- Customized development tracks
- Intracompany committees
- Commuter Benefits
- Onsite and virtual training courses
- Wellness Programs
- Team based strategic planning
- Group brainstorming sessions
- Promote from within
- Company Outings
- Monthly Lunch and Learns
- Education reimbursement
- Life Insurance
- Happy Hours (Club Canoe) are hosted once a month, and impromptu happy hours are sprinkled in between!
- Attendance at job related conferences and seminars
- Cross functional training encouraged
- Unlimited PTO
- Paid Holidays
- Health/Dental/Vision Benefits
- 401(K)
- Company Equity
- Performance Bonus
Company 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
Funding (2 rounds)
Jul 2024
$36m
SERIES C
Feb 2023
$25m
SERIES B
Total funding: $61m
This company has top investors
Leadership
Jason Eiswerth
(CEO)Extensive experience in financial services and business development. Held various Board positions and served as Managing Director at firms such as Nima Capital.
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Jobs (2)
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