Document Management Coordinator

@ Canoe Intelligence

About Canoe Intelligence

Canoe Intelligence is transforming how institutional investors manage alternative investment data by automating document collection, data extraction, and delivery for the world’s leading allocators.

The Role

As a Document Management Coordinator at Canoe Intelligence, you will monitor our document collection process across investor portals and email inboxes. You will be responsible for ensuring the timeliness and completeness of document capture, reconciling system outputs versus expected results, and escalating issues when necessary.

• Reconcile collected documents against reporting calendars.
• Maintain detailed logs to ensure file accuracy and timeliness.
• Monitor investor portals and shared inboxes for actionable tasks.
• Track, reconcile, and escalate document anomalies using internal reports.
• Guarantee accuracy and completeness in document collection processes.

What We’re Looking For

The ideal candidate is detail-oriented, organized, and experienced in handling multiple systems. A Bachelor’s degree is preferred with 0–2 years of relevant experience, and exposure to financial services or operations is a plus. Proficiency in GSuite and Microsoft Office Suite is required.

What You’ll Get

• Medical, dental, and vision benefits
• Flexible PTO and 401(k)
• Flexible work from home policy with hybrid options
• Home office stipend and Gym/Wifi reimbursement
• Education assistance and Parental Leave

Our Values

Client First, Be An Owner, Excellence, and Win Together guide our approach. At Canoe Intelligence, every team member is encouraged to drive positive outcomes and ensure the highest standards.

Key skills/competency

• Document Reconciliation
• Data Monitoring
• Process Tracking
• Log Management
• Detail Orientation
• GSuite Proficiency
• Microsoft Office
• Issue Escalation
• Operational Efficiency
• Financial Data