Search the 8 jobs at CAIS

The Advisor Services Associate role involves supporting clients in the transaction process, providing guidance on the CAIS platform, and collaborating with various internal teams to enhance client experiences. The role demands strong client relationship management and communication skills, along with a focus on operational efficiency.

The Enterprise Business Development Associate will support sales team activities including scheduling demos, preparing sales materials, managing CRM data, and conducting market research. The role involves maintaining a sales pipeline, participating in strategy meetings, and collaborating with marketing to enhance customer experience in the financial services sector.

The Investment Research VP at CAIS will oversee the sourcing, reviewing, and monitoring of alternative asset managers and investment strategies. The role involves thorough due diligence on private market opportunities, developing financial models, and collaborating with various teams to provide strategic investment recommendations.

The Structured Notes Product Specialist will expand relationships with RIAs and broker-dealers, generating new business and servicing existing clients in structured notes. Responsibilities include developing customized solutions, preparing materials for meetings, and collaborating with internal teams to meet client needs.

The Alternative Investments Product Specialist will develop client relationships, provide expertise on investment products, and support sales efforts through presentations and marketing collateral. The role also involves coordinating product launch strategies and managing due diligence processes for investment offerings.

The Platform Solutions and Operations Specialist will support operations across Pre-Trade, Trade, and Post-Trade phases, manage complex projects, perform data analysis, develop dashboards and reports, and maintain documentation while fostering strong relationships with stakeholders.

The Fund Delivery Manager leads project delivery from initiation to completion, focusing on seamless fund onboarding through collaboration with internal teams and clients. Responsibilities include managing project scope, developing solutions, and identifying process improvements, while maintaining effective communication and project tracking.

The role involves supporting platform operations in financial services by managing complex projects across pre-trade, trade, and post-trade phases. The specialist will conduct business and data analysis, collaborate with various stakeholders, maintain documentation, and build strong relationships to optimize operations and ensure client satisfaction.