Search the 16 jobs at CAIS

The Platform Solutions and Operations Specialist at CAIS will manage projects throughout Pre-Trade, Trade, and Post-Trade phases, ensuring client support and operational efficiency. Responsibilities include conducting data analysis, developing innovative solutions, maintaining documentation, and collaborating with stakeholders across various teams.

The Structured Notes Product Specialist will develop and execute business plans for structured notes, generate new client leads, maintain existing relationships, and educate financial advisors about investment products. This role requires initiating client relationships and collaborating internally to fulfill client needs while delivering excellent client service.

The Alternative Investments Product Specialist will generate new business with Independent Broker Dealers, support product and distribution teams, and develop expertise in CAIS investment products. Responsibilities include client relationship management, preparing presentations, executing product strategies, and assisting in marketing and due diligence processes.

The Vice President of Investment Research at CAIS will source, review, and monitor alternative asset managers and investment strategies. Responsibilities include conducting due diligence on private markets, developing financial models, participating in the investment process, attending annual meetings, and collaborating with associates and stakeholders to support research and underwriting efforts.

Join CAIS as an Enterprise Business Development Senior Associate in Austin. Support senior business development professionals in winning and onboarding large Independent Broker Dealers, RIA Aggregators, and Bank & Trusts. Responsibilities include scheduling demos, preparing sales materials, conducting market research, managing CRM data, and collaborating with the marketing team. Qualifications include 3+ years of experience in Financial Services or Technology, a Bachelor's degree in business or finance, excellent communication skills, and proficiency in Microsoft Office applications. Prior experience with Salesforce or similar CRM is required.

The Fund Delivery Manager at CAIS will lead fund onboarding projects, ensuring alignment with business objectives while collaborating with cross-functional teams. Responsibilities include project delivery oversight, client liaison, process improvement, and maintaining project tracking tools to support business development and ensure successful product implementation.

The role involves supporting the Business Development team by maintaining relationships with existing investors, developing product knowledge, and coordinating meetings and communications with clients and asset managers.

The Alternative Investments Product Specialist will build client relationships with Registered Investment Advisors and Independent Broker Dealers, develop expertise in CAIS investment products, prepare client presentations, coordinate product launches, assist in due diligence, and support the sales team with pitches and marketing efforts.

The Vice President of Asset Manager Partnerships at CAIS will engage with alternative asset manager relationships, driving growth, onboarding new partners, ensuring satisfaction, and coordinating with the organization to meet objectives. Responsibilities include communicating fund expertise, developing tailored product strategies, and supporting sales enablement activities.

Seeking an Advisor Services Associate to provide white-glove service to clients and support them through the transaction process. Responsibilities include communicating with clients, facilitating trades, leading demos, and collaborating with various teams. Requires 4+ years of client service experience in finance, strong understanding of alternative investments, and excellent communication skills.

The Alternative Investments Internal Associate will support senior Business Development members by building relationships with CAIS clients and prospects, responding to investor inquiries, and coordinating client meetings. This role requires exceptional product knowledge and attention to detail.

The Advisor Services Associate will assist both new and existing clients by processing requests, facilitating trades, and providing guidance throughout the transaction process. The role involves becoming a subject matter expert on the CAIS platform, improving client workflows, and collaborating with teams across the company to enhance the client experience.

The Enterprise Coverage Associate will support senior team members in managing client relationships and sales processes, assist with product launches, facilitate onboarding, and record client activities in Salesforce, while staying updated on industry trends.

The role involves generating new business among RIAs and RIA aggregators on the West Coast, creating client relationships, developing expertise in the company's investment products, and coordinating product marketing and client engagement efforts, all while supporting the sales team in presentations and pitches.

The Director of Product Management at CAIS will define the product vision and strategic roadmap, communicate with stakeholders, manage product backlog, oversee product development, and champion innovative methodologies while ensuring the alignment with business goals and customer needs.

The Director of Data Product Management will lead the development and execution of data product strategies, aligning with business goals, managing the product lifecycle, and overseeing cross-functional teams to ensure successful product delivery and performance. They will mentor a team of product managers, conduct market research, and communicate effectively with stakeholders.