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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 VP of Investment Research at CAIS will lead the sourcing, reviewing, and monitoring of alternative asset managers and investment strategies. Key responsibilities include conducting due diligence, developing financial models, and collaborating with portfolio managers and the investment committee. The role involves representing CAIS at general partner meetings and enhancing relationships with sponsors for co-investment opportunities.
The Structured Notes Product Specialist will expand and manage relationships with clients in the financial services sector, particularly focusing on structured notes. Responsibilities include generating new business, maintaining existing relationships, and educating financial advisors about structured investment products while collaborating with internal teams.
The Alternative Investments Product Specialist will initiate client relationships, develop expertise on CAIS investment products, prepare presentation materials, execute product launch strategies, and assist in planning events. This role requires close collaboration with the sales team, manager due diligence, and contribution to marketing collateral and roadshows.
The Platform Solutions and Operations Specialist will support operational tasks across the trading phases, manage projects, collaborate with various departments, conduct data analysis, maintain documentation, and build relationships with stakeholders to ensure smooth operations.
Seeking a driven and personable Advisor Services Associate to join the growing Client Service team. Responsibilities include assisting clients with transactions, leading demos, managing client workflows, and collaborating with various teams at CAIS.