Search the 9 jobs at CAIS

The Vice President of Home Office Services at CAIS will manage high-level client relationships, provide exceptional service throughout the transaction process, collaborate with various teams to improve processes, and oversee client onboarding. This role demands expertise in the CAIS platform and alternative investments to ensure successful outcomes for top-tier clients.

The Vice President of Asset Manager Partnerships at CAIS is responsible for managing relationships with alternative asset managers, driving growth, onboarding new partnerships, and enhancing satisfaction by understanding client needs. The role requires strong communication, relationship management, and the ability to coordinate across the organization to achieve objectives.

The Fund Delivery Manager will lead end-to-end project delivery related to fund onboarding, collaborating with various teams to ensure client and business objectives are met. Responsibilities include managing project scope, documentation, tracking tools, and developing in-depth product knowledge, while also identifying process improvements and supporting business development.

The internal associate will support the Business Development team by engaging with clients, developing product knowledge, managing inquiries, and organizing client meetings to foster business growth in the alternative investments sector.

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.

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 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.