Search the 14 jobs at CAIS

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 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 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 Structured Notes Enterprise Vice President at CAIS will manage key client relationships to drive sales and asset retention for structured notes. The role involves engaging with enterprise clients, collaborating with internal teams, preparing tailored presentations, facilitating client onboarding, and staying updated on market trends. This position is crucial for expanding CAIS's reach into the financial services landscape.

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 Senior Sales Engineer at CAIS will provide technical expertise to assist in driving revenue growth by understanding client needs, collaborating with the sales team, and developing tailored solutions. Responsibilities include custom product demonstrations, proof-of-concept development, and ongoing client support throughout the sales cycle.

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.

The DDQ, RFP, and Knowledge Management Coordinator will manage due diligence responses and coordinate RFP deliveries, ensuring accurate tracking and collaboration with various teams. The role includes improving internal resources, managing risks, predicting resource needs, and communicating project statuses. Candidates should have a strong attention to detail and be entrepreneurial problem solvers.

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 Vice President at CAIS will manage the sourcing and engagement of alternative asset managers, conduct research and due diligence on investment strategies, oversee the onboarding of managers onto the CAIS platform, and collaborate with internal teams to support the investment process.

The Senior Platform Engineer will design, code, and deploy infrastructure in AWS, manage Kubernetes clusters, implement infrastructure as code via Terraform, and ensure operational support through observability tools. The role involves collaborating with cross-regional teams and coaching employees.

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.

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 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.