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.

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 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 role involves building and executing client relationships with Registered Investment Advisors and Independent Broker Dealers. Key responsibilities include developing expertise on CAIS investment products, preparing presentations, coordinating product launches, assisting in manager due diligence, and collaborating with the sales team. The ideal candidate should excel in client service and possess strong communication skills.

The Advisor Services Associate will drive successful client outcomes by assisting clients with transactions, serve as the main contact for client interactions, and enhance client experiences through effective communication and collaboration with various teams. Additionally, the role includes creating automated processes for workflow improvement.

The Marketing Associate at CAIS will develop and execute marketing strategies to enhance engagement with financial advisors and asset managers. Responsibilities include market research, content creation, digital campaign management, and collaboration with cross-functional teams to align marketing initiatives with business objectives.

The Event Operations Associate will manage event logistics, oversee Cvent platform administration, coordinate training sessions, and support strategic meetings. Responsibilities include creating event communications, managing invoices, and maintaining SharePoint resources.

The Investments Research Assistant supports the Investments team with research and administrative tasks, manages calendars, coordinates meetings, creates PowerPoint presentations, prepares materials, organizes travel and conferences, processes invoices, and collaborates with other administrative staff.

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 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.