The Systems and Workflow Optimization Associate will enhance and optimize business processes within the financial services sector. Responsibilities include analyzing workflows, implementing automation solutions, and improving documentation to ensure operational efficiency and scalability. The role requires collaboration with cross-functional teams and addressing operational inefficiencies using data analysis and AI-driven tools.

The Director of Strategic Partnerships at CAIS will identify, develop, and manage relationships with key ecosystem partners. The role involves strategic planning, negotiation, and execution of partnerships to drive revenue and improve client experience. It requires collaboration with cross-functional teams and the ability to conduct market research to support partnership initiatives.

The Investments Team Assistant will provide administrative support to the Investments team, including managing calendars, coordinating meetings, preparing materials, handling travel arrangements, and processing invoices. They will collaborate with other administrative assistants to ensure smooth operations and possess strong organizational and communication skills.

The Fund Delivery Manager Vice President at CAIS will drive the planning and management of fintech projects, ensuring effective communication between clients and stakeholders. Responsibilities include defining project scope, managing resources, identifying risks, and developing client-facing materials. The candidate should have extensive project management experience in the financial services sector and possess strong organizational and interpersonal skills.

The Fund Delivery Associate manages the delivery of new FinTech solutions, collaborating with cross-functional teams. Responsibilities include project monitoring, requirements gathering, resource management, risk identification, client engagement, and technology request tracking. Exceptional critical thinking and communication skills are necessary for success in this fast-paced financial services environment.

The Advisor Services Associate will assist new and existing clients by processing requests and guiding them through the transaction process. They will communicate actively with clients, serve as the main point of contact, and enhance user experience on the CAIS platform while collaborating cross-functionally to improve processes.

The Senior Product Designer at CAIS will create intuitive product experiences, lead the design process for new features, conduct user research, and collaborate with multiple teams. They will focus on designing tools for structured investments, utilizing a design system, and presenting design decisions to stakeholders.

The Fund Operations Senior Associate supports the growth of CAIS’s marketplace by managing operational workflows for investment vehicles, monitoring portfolios, liaising with stakeholders, and enhancing reporting frameworks. They ensure timely execution of fund events, assist in onboarding technology solutions, and contribute to developing scalable operational processes.

The Home Office Coverage Senior Associate/Vice President will engage with enterprise clients to enhance relationships and drive the adoption of CAIS solutions. Responsibilities include client onboarding, managing product launches, and strategic outreach, with a focus on delivering exceptional client service and maintaining competitive positioning in alternative investments.

The Vice President will manage high-level client relationships and will collaborate across teams at CAIS to improve client service and operational efficiency. Responsibilities include supporting clients through various transaction phases, managing requests, ensuring adherence to service standards, and leading process improvements for the CAIS platform.

The Vice President of Home Office Services at CAIS will manage high-level client relationships, ensuring success in the transaction process and improving service delivery and platform functionality. Responsibilities include client support, collaboration with internal teams, process improvements, and training for platform enhancements.

As a Software Engineer focused on RAG, you will develop advanced pipelines, design algorithms, fine-tune systems, and prototype features for enhancing financial professionals' engagement with alternative investments. You'll also drive product vision, ensure code quality, and stay updated with Generative AI advances.

As a Software Engineer – AI Agents at CAIS, you will develop and optimize AI-driven agents to enhance data research, automate workflows, and improve financial decision-making. You will work with advanced AI techniques, ensuring code quality and deploying solutions efficiently in the cloud, while continuously evolving capabilities based on AI innovations.

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.

The Alternative Investments Product Specialist is responsible for initiating and executing client relationships, developing expertise on investment products, preparing presentations, coordinating product launch strategies, and collaborating with sales teams on client pitches. The role emphasizes exceptional client service and relationship-building while managing due diligence and selection processes for investment products.

The User Researcher will work within CAIS's product and design team to conduct user research, enhance product development through insights, and establish a research framework. Responsibilities include planning user research, managing research projects, collaborating with product managers, and conducting usability testing, all while fostering a culture of data-driven decision-making.