Search the 14 jobs at CAIS

The Platform Solutions Delivery Manager at CAIS will lead complex projects focused on fund onboarding, collaborating with various departments to ensure alignment with client objectives, managing project scope, and identifying process improvement opportunities. This role involves maintaining project tracking tools and supporting business development.

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 Internal Associate will support the Business Development team in building and deepening client relationships. Responsibilities include handling investor inquiries, coordinating meetings, and developing product knowledge in alternative investments. The role requires strong organizational skills and attention to detail, as well as the ability to work both independently and within a team.

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.

The Platform Solutions and Operations Specialist will support platform operations across Pre-Trade, Trade, and Post-Trade phases, manage projects, collaborate with stakeholders, conduct data analysis, maintain documentation, and develop strong relationships to ensure operational excellence and stakeholder satisfaction.

The Alternative Investments Product Specialist will generate new business relationships within RIAs and RIA aggregators while supporting product teams and client engagement. Responsibilities include client relationship management, product expertise development, presentation preparation, and collaboration across teams for product launches and due diligence.

The Advisor Services Associate will support the Client Service team by assisting clients with transactions, providing guidance during the trade process, and enhancing the user experience of the CAIS platform. The role involves communication with new and existing clients, managing multiple requests, and collaborating with various departments to streamline processes.

The Enterprise Coverage Associate will support senior team members in managing relationships with Enterprise clients, assist in generating new business, and facilitate onboarding processes. Responsibilities include collaborating on product launches, ensuring smooth client experiences, showcasing platform features, and maintaining accurate records in Salesforce.

The Advisor Services Associate will drive client outcomes by assisting clients with transactions, providing guidance, and ensuring a seamless experience through the CAIS platform. This role involves communication with clients, collaboration with cross-functional teams, and process automation to enhance client workflows.

The role involves supporting senior sales team members in building relationships with CAIS clients and managing responses to investor inquiries. The associate should develop strong product knowledge, coordinate client meetings, and contribute to driving new business.

The Vice President of Asset Manager Partnerships at CAIS will focus on managing relationships with alternative asset managers, onboarding new partners, and driving growth. Responsibilities include delivering key insights, coordinating objectives across the organization, and supporting product launch strategies. Strong communication skills and experience in financial markets are crucial.

The Director of Product Management at CAIS will define the product vision, objectives, and roadmap, collaborating with various teams to prioritize and execute projects. They will manage the product backlog, oversee product development, and continuously track performance indicators to align with business goals.

The Director of Data Product Management will develop and execute the data product strategy aligning with business goals. They will oversee the product lifecycle, manage cross-functional teams, and communicate with stakeholders while leveraging data and analytics for product decisions.