Platform Solutions and Operations Specialist

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.  

We're seeking someone who is passionate about delivering high-quality support and operational excellence for our clients. Our ideal candidate has a proven track record in managing complex projects within the financial services industry, thrives in fast-paced environments, and demonstrates a unique blend of analytical thinking, creativity, and impeccable attention to detail. If you are an entrepreneurial problem solver who is proactive, collaborative, and always eager to learn and mentor others, we’d love to hear from you!

Responsibilities

• Support Platform Operations across Pre-Trade, Trade, and Post-Trade phases, delivering timely and professional support to clients and partners.
• Facilitate and manage projects from initiation to completion independently, anticipating resource needs, and communicating project status and risks proactively to stakeholders.
• Collaborate with stakeholders across Research, Marketing, Product, Operations, Client Service, and Technology to define requirements, develop solutions like dashboards, reports, and process automation, and support new solution deliveries.
• Conduct business and data analysis to troubleshoot issues, support data-driven decision-making, and optimize operations through innovative solutions.
• Maintain comprehensive documentation in platforms like Confluence, SharePoint, and Airtable, and use project tracking tools to meet deadlines and ensure smooth operations.
• Develop and maintain strong relationships internally and externally, and provide clear and proactive communication to ensure alignment and stakeholder satisfaction.
• Develop expertise in CAIS platforms and investment products, and contribute to special projects as needed based on skills and interests.

Requirements

• 2+ years of experience in solutions or operations within financial services, with Alternative Fund knowledge a plus. 
• Strong critical thinking, problem-solving, and organizational skills, with a proactive, self-starting attitude in fast-paced environments.
• Experience with data analysis tools like Excel, SQL, and Tableau, and the ability to quickly learn and apply new technologies to build effective solutions.
• Exceptional interpersonal, written, and verbal communication skills, with a proven ability to manage relationships effectively.
• Commitment to continuous professional growth and team improvement, with strong proficiency in Microsoft Suite and a willingness to adopt new tech tools as needed.
• A bachelor’s degree in business, economics, finance, or a related field is preferred.

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers. 

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $80,000 - $95,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. 

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.