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Edtech • Fintech • Sales • Software • Financial Services
The Investment Research Senior Associate will join the Investments team to source, review, and engage alternative asset managers, ensuring the delivery of best-in-class investment products. Responsibilities include due diligence, drafting investment memos, and maintaining a research database. Strong communication, analytical skills, and a background in financial markets are essential for this role.
Edtech • Fintech • Sales • Software • Financial Services
The SVP will lead AI strategy at CAIS, assessing tools, ensuring compliance, educating staff, and driving adoption of AI technologies in the wealth management sector.
Edtech • Fintech • Sales • Software • Financial Services
The role involves client relationship management, business development, and sales for alternative investment platforms, requiring strong communication and organizational skills.