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2 Days Ago
New York, NY, USA
297 Employees
Senior level
297 Employees
Senior level
Edtech • Fintech • Sales • Software • Financial Services
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.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+39 More
8 Days Ago
New York, NY, USA
297 Employees
Junior
297 Employees
Junior
Edtech • Fintech • Sales • Software • Financial Services
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.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+39 More
8 Days Ago
New York, NY, USA
297 Employees
Junior
297 Employees
Junior
Edtech • Fintech • Sales • Software • Financial Services
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.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+39 More
17 Days Ago
New York, NY, USA
297 Employees
Mid level
297 Employees
Mid level
Edtech • Fintech • Sales • Software • Financial Services
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.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+39 More
18 Days Ago
New York, NY, USA
297 Employees
Junior
297 Employees
Junior
Edtech • Fintech • Sales • Software • Financial Services
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.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+39 More
19 Days Ago
New York, NY, USA
297 Employees
Junior
297 Employees
Junior
Edtech • Fintech • Sales • Software • Financial Services
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.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+39 More
20 Days Ago
New York, NY, USA
297 Employees
Senior level
297 Employees
Senior level
Edtech • Fintech • Sales • Software • Financial Services
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.
Top Benefits:
401-K
401-K Matching
Commuter Benefits
+39 More
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