The Executive Assistant will support the CEO by managing personal and administrative tasks, coordinating calendars, and overseeing travel arrangements. This role requires detail-oriented organization and the ability to manage multiple priorities effectively while maintaining high communication standards. Responsibilities also include anticipating scheduling issues and facilitating connections within the team to support firm initiatives.

The Investment Research Senior Associate will join the Investments team, responsible for sourcing, reviewing, and monitoring alternative asset managers and investment strategies. Key responsibilities include conducting due diligence, drafting investment memos, partnering with research resources, and maintaining the team's research database.

The Vice President in Home Office Services will manage client relationships and ensure successful outcomes across transactions. The role involves collaboration on process improvements and enhancements, client onboarding, and service delivery while maintaining high service standards.

The Fund Delivery Associate will manage the delivery of FinTech capabilities to clients and partners, overseeing project initiation to completion, gathering requirements, and managing resources. The role involves communication with stakeholders, maintaining project tracking tools, and supporting business development efforts while becoming an expert on CAIS's investment products.

The Fund Delivery Manager will lead the delivery of FinTech capabilities to clients and partners. Responsibilities include managing projects from initiation to completion, translating business requirements into technical needs, maintaining project documentation, and engaging with clients to propose business opportunities. This role requires strong organizational skills, critical thinking, and experience in project management within financial services.

The Fund Delivery Associate will lead the delivery of FinTech capabilities, manage projects from initiation to completion, gather and analyze requirements, ensure stakeholder satisfaction, maintain project tools, communicate project status, and engage clients to secure new business opportunities.

The Advisor Services Associate at CAIS will assist new and existing clients with their investment transaction processes while providing exceptional client service. The role includes managing client requests, guiding them with documentation, and collaborating across different teams to enhance user experience on the CAIS platform.

The Fund Delivery Manager will lead end-to-end project delivery for fund onboarding while collaborating with various internal teams. Responsibilities include managing project scope, serving as a client liaison, identifying process improvements, and supporting business development efforts. The role demands strong project management skills and attention to detail in a fast-paced financial services environment.

The Senior Vice President, Broker Dealer will oversee a client service team that manages key client relationships, ensuring high-quality service and driving client success in alternative investments. Responsibilities include mentoring staff, enhancing processes, collaborating with internal teams, and managing key client interactions throughout the investment lifecycle.

The role involves supporting and engaging with enterprise clients in the financial services industry, focusing on relationship management and business development. The Senior Associate/Vice President will drive sales, assist with product launches, and facilitate client onboarding while leveraging Salesforce for tracking client interactions.

The Senior Product Designer at CAIS will design intuitive and visually engaging experiences for the Structured Investments Platform. They will lead the end-to-end design process, collaborate with cross-functional teams, and participate in user research to enhance user experience while maintaining a focus on structured products relevant to financial advisors and bank issuers.

The Senior Associate will support the Fund Operations team by managing operational workflows for investment vehicles, monitoring investment portfolios, coordinating with stakeholders, reconciling financial data, enhancing reporting frameworks, and assisting with technology implementations to streamline processes.

The Fund Accounting Associate will review fund NAV files, assist with capital call preparations and trade ticket processing, manage cash positions, coordinate with external vendors, and support fund audits. The role requires strong accounting skills, attention to detail, and the ability to handle multiple competing priorities in a fast-paced environment.

As a Software Engineer – AI Agents, you will develop advanced AI technologies into CAIS's platform, enhancing efficiency in financial advisory services. Your responsibilities include crafting algorithms for LLMs, writing modular code, prototyping user experiences, and deploying AI solutions on cloud platforms.

The Software Engineer will build RAG pipelines to analyze structured and unstructured data, develop algorithms for LLMs, prototype features, and create tests for agent components while ensuring high performance and reliability.

The User Researcher will focus on gathering insights from financial advisors and asset managers to inform product design. Responsibilities include user persona development, usability testing, managing research projects, and fostering a culture of user-centered research across the firm.

The Vice President in Home Office Services will oversee high-level client relationships and ensure successful outcomes for top-tier clients by managing transaction processes and addressing requests. This individual will collaborate with various teams to improve service delivery and platform functionality and act as a subject matter expert in alternative investments.

The Investment Research Senior Associate will support the Investments team by sourcing, reviewing, and monitoring alternative asset managers and investment strategies. Responsibilities include conducting due diligence, drafting investment memos, and maintaining a research database while collaborating with third-party research partners.

The Enterprise Business Development Associate will support the sales team by scheduling demos, preparing materials, managing CRM data, conducting market research, and maintaining a pipeline of prospects. They will collaborate with marketing, document client interactions in Salesforce, and stay updated on fintech trends to enhance customer satisfaction.

The Investment Research Coordinator supports the manager selection team by conducting research and organizational tasks related to alternative investments. Key responsibilities include coordinating due diligence activities, maintaining databases, delivering performance reports, and assisting with meeting preparations. Strong organizational and analytical skills are essential, along with effective communication to internal teams and external partners.