Build, maintain, and improve integrations between Canoe and enterprise platforms, including Addepar, Snowflake, reporting tools, portfolio systems, accounting systems, data warehouses, and other vendor applications.
Support document ingestion, classification, extraction, validation, exception management, and downstream delivery of alternative investment data.
Analyze, troubleshoot, and resolve data issues involving capital calls, distributions, capital account statements, NAVs, commitments, contributions, withdrawals, valuations, K-1s, fund metadata, investor entities, and related alternative investment documents.
Support, maintain, and enhance Canoe-related data workflows across alternative investments, investment operations, portfolio management, client reporting, performance analytics, and financial reporting.
Develop and maintain data pipelines, SQL queries, reconciliation logic, data validation scripts, exception reports, and operational monitoring routines.
Partner with investment operations, reporting, portfolio management, accounting, compliance, and technology teams to translate business requirements into data requirements, mappings, validation rules, and integration specifications.
Support secure and controlled data movement from Canoe into Snowflake and other enterprise data platforms.
Contribute to data modeling, data transformation, and consumption-layer design for alternative investment data used in reporting, analytics, portfolio review, and client service workflows.
Use APIs, file-based integrations, ETL/ELT tools, automation scripts, and platform configuration to improve the reliability and scalability of Canoe-related workflows.
Monitor production data feeds, identify exceptions, perform root-cause analysis, coordinate remediation, and escalate issues to vendors or internal teams as appropriate.
Validate data quality, completeness, timeliness, and consistency across Canoe, Addepar, Snowflake, reporting tools, and other downstream systems.
Participate in platform enhancements, regression testing, user acceptance testing, release planning, production deployments, and change-management activities.
Maintain documentation for data flows, source-to-target mappings, business rules, control points, reconciliation procedures, support runbooks, and platform operating procedures.
Identify opportunities to automate manual processes, reduce recurring exceptions, improve document-processing accuracy, and strengthen operational controls.
Ensure Canoe-related data processes align with Brown Advisory’s standards for security, privacy, auditability, operational resilience, and financial services regulatory expectations.
Collaborate with architects, data engineers, analysts, platform owners, vendors, and business stakeholders to improve the reliability, usability, and scalability of the alternative investment data environment.
Requirements
Bachelor’s degree in Information Systems, Information Technology, Computer Science, Finance, Accounting, Business Analytics, Data Analytics, or a related field.
5+ years of experience in data engineering, data analysis, platform integration, investment operations technology, financial systems support, or enterprise data operations.
Experience with Canoe or comparable alternative investment document automation, data extraction, data management, or investment operations platforms.
Strong understanding of alternative investment workflows, including capital calls, distributions, statements, valuations, commitments, contributions, withdrawals, fund metadata, investor entities, and client reporting requirements.
Experience supporting data integrations, data pipelines, data feeds, file-based transfers, API-based integrations, or vendor platform connectivity.
Intermediate to advanced SQL skills, including querying, joins, aggregations, data profiling, exception identification, validation, and reconciliation.
Experience analyzing and resolving data quality issues across investment, accounting, reporting, portfolio, transaction, position, and reference datasets.
Familiarity with wealth or asset management workflows, including portfolio management, investment operations, client reporting, performance reporting, alternative investments, and financial reporting.
Experience translating business requirements into technical specifications, data mappings, validation rules, reconciliation procedures, and operating documentation.
Strong analytical, problem-solving, documentation, communication, and stakeholder-management skills.
Ability to work effectively in a fast-paced environment with multiple priorities, production deadlines, and high expectations for data accuracy and reliability.
Ability to work in Brown Advisory’s Baltimore office three days per week.
Tech Stack
ETL
SQL
Benefits
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
Gym membership discounts
Colleague Assistance Program
Telemedicine Program (for those enrolled in Medical)
Adoption Benefits
Daycare late pick-up fee reimbursement
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Paid parental leave
Group Long Term Disability
Pet Insurance
401(k) (50% employer match up to IRS limit, 4 year vesting)