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The Investment Research VP at CAIS will source, review, and monitor alternative asset managers and investment strategies, ensuring quality investment products for clients. Responsibilities include conducting due diligence on private markets, developing financial models, participating in the investment research process, and collaborating with various teams to enhance investment opportunities.
The Structured Notes Product Specialist will develop and manage relationships with RIAs, Independent Broker-Dealers, and Banks. Responsibilities include generating new business, servicing existing clients, educating financial advisors on structured notes, and preparing presentations. The role demands attention to detail, client service excellence, and a strong background in structured investment products.
The Alternative Investments Product Specialist will initiate new client relationships, develop expertise in CAIS investment products, prepare presentations for client meetings, and coordinate product launch strategies. Responsibilities also include assisting with due diligence processes and collaborating with the sales team on pitches and marketing collateral.