Document Management Coordinator – Remote

Join a fast-growing fintech company transforming how institutional investors manage alternative investment data. This role offers the chance to sharpen your organizational skills while gaining exposure to financial services and cutting-edge automation technology.

About Canoe Intelligence

Canoe Intelligence streamlines alternative investment workflows for institutional investors, capital allocators, and wealth managers. By combining deep industry expertise with AI-driven automation, Canoe helps clients eliminate manual document collection, data entry, and reporting inefficiencies so they can focus on performance and growth. Founded in 2013, Canoe now powers data processes for hundreds of leading firms worldwide.

Schedule

  • Full-time, fully remote (US-based)
  • Hybrid option available in New York City or Jacksonville, FL

What You’ll Do

  • Reconcile collected documents against expected reporting calendars
  • Maintain detailed logs to ensure all files are captured on time and accurately
  • Monitor shared inboxes for actionable requests
  • Track and escalate document anomalies or missing data
  • Safeguard accuracy and completeness of document collection

What You Need

  • Bachelor’s degree preferred; experience in fund operations a plus
  • 0–2 years of relevant work or internship experience (financial services or operations helpful)
  • Strong attention to detail and accuracy in repetitive tasks
  • Comfort with multiple systems and platforms
  • Proficiency with GSuite and Microsoft Office Suite
  • Reliable, proactive, and eager to learn in a fast-paced environment

Benefits

  • $45,000 – $50,000 base salary plus equity
  • Medical, dental, and vision insurance
  • Flexible PTO and 401(k)
  • Home office stipend and flexible WFH policy
  • Gym/WiFi reimbursement, parental leave, and education assistance
  • Employee Assistance Program

Canoe values collaboration, ownership, excellence, and client-first solutions. If you’re ready to grow in the fintech space and support operational excellence for global investment leaders, this is your chance.

Happy Hunting,
~Two Chicks…

APPLY HERE