COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
TITLE: Director, Data Operations
LOCATION: Jacksonville, NYC, London Preferred or Remote
SALARY: $180,000 to $220,000 base salary plus bonus and equity
The Role: The Director of Data Operations will design and lead Canoe’s data operations function at a uniquely interesting moment: Canoe already has the technology. What we're building now is the human expertise that makes it irreplaceable. The Director of Data Operations will own that build — designing the team, the processes, and the operational logic that turns proprietary AI into an institutional-grade data product. This is a rare kind of role: one where your domain knowledge doesn't compete with automation, it defines it.
What You’ll Do:
Build & Lead the Function
Build Canoe’s data operations organization across our Canoe Intelligence and Asset Data Operations businesses — define the team structure, hire the talent, and establish the operating model that scales with the business
Own end-to-end outcomes: data extraction, validation, and delivery — you are accountable for accuracy, completeness, and timeliness at every step
Recruit, develop, and retain a high-performing team with a mix of operations, data, and private markets expertise
Optimize the balance between offshore, onshore, and automated processing capacity — with a clear view of improving agentic data operations quickly
Drive Operational Excellence
Define and own the operational metrics that matter: SLA performance, extraction accuracy, completeness rates, exception volumes, and cost per unit — and build the reporting infrastructure that makes them visible
Design processes built for automation — every workflow you create should assume that AI handles more of it next week than it does today
Drive measurable improvement in cost, quality, and cycle time quarter over quarter — and hold yourself to the same standard you set for the team
Own the Data Extraction Domain
Develop and enforce extraction standards across investor reporting, fund-level data, and underlying asset data document types
Serve as the connective tissue between human expertise and AI — your team’s judgment directly informs how our models learn, and your operational design determines how far automation can reliably reach
Build and maintain GP-level playbooks and extraction logic that can scale across every client invested in a fund, enabling the Canoe data standard
Partner Cross-Functionally
Collaborate with Product, Engineering, and Client Experience to align core workflows with platform capabilities and client outcomes
Partner with Client Operations as the operational authority — you will be in the room with clients when the conversation is about data quality, processing, and delivery
What We’re Looking For:
10+ years of experience in data operations, investment operations, fund administration, private markets services, or adjacent fintech
Demonstrated success leading and scaling operational teams, with both people management and automation components
Deep command of private markets document types — capital calls, distributions, SOIs, financial statements, valuations, account statements, and more
Proven track record building or transforming operational workflows with measurable SLA outcomes
Experience designing processes that evolve from manual to automated execution — you think in systems, not just procedures
Familiarity with data validation, reconciliation logic, schema design, and downstream reporting requirements
Exceptional clarity in communication and cross-team alignment — you can translate operational complexity into language that lands with product, engineering, and the C-suite
Bias toward action and simplicity — you make the call, own the outcome, and don’t hide behind process
Startup mindset — you thrive where the playbook doesn’t exist yet and you’re the one writing it
WHY THIS ROLE
You will partner directly with C-level leadership to build a data business, not just a data team
Your decisions will shape client outcomes, product direction, and Canoe’s ability to continue scaling into the institutional and wealth markets
You will define the gold standard for data operations in private markets
This is not a role for someone who wants to optimize an existing machine. It’s for someone who wants to rethink data operations in the age of agentic workflow, AI, and the intersection of private markets
Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their businesses.
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.
In 2013, Canoe was incubated within a private investment firm, Portage Partners, and evolved into the firm’s operating backbone. To this day, Portage does not employ any middle or back office professionals and instead relies solely on Canoe. In 2017, Canoe spun out and began offering its scalable solution to managing complex alternative investment documents and data in 2018. Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so.
