CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.
As a Software Engineer focused on Search and Retrieval-Augmented Generation (RAG), you will play a pivotal role in redefining how financial professionals discover, analyze, and engage with alternative investments. Your work will directly influence product vision, drive core framework development, and create scalable AI solutions that will be adopted across the CAIS ecosystem.
Responsibilities
- Develop advanced RAG pipelines to seamlessly integrate and analyze structured and unstructured data.
- Design and develop algorithms to strategically prompt LLMs for complex, agentic RAG workflows and chains.
- Fine tune RAG pipeline for accuracy, completeness and contextual relevance.
- Write high-quality, modular code to capture agentic design patterns, ensuring reusability and maintainability.
- Rapidly prototype features for user demonstrations and feedback loops.
- Build systems to evaluate AI agents, leveraging both custom-built solutions and third-party vendor products.
- Create comprehensive, carefully crafted end-to-end and unit test-cases for agents and related sub-components to ensure system robustness.
- Prepare and optimize structured and unstructured data for RAG processes, enhancing performance and reliability.
- Deploy RAG pipelines on cloud platforms with a focus on low latency and high scalability.
- Stay ahead of the curve in Generative AI research, continuously adapting to new techniques and tools for optimal LLM use.
Requirements
- Strong Python programming experience, with a deep understanding of data structures and algorithms.
- Expertise in retrieval augmented generation (RAG), including chunking strategies, hybrid indexing, graph RAG, and agentic RAG.
- Hands-on experience fine-tuning search and/or RAG systems using ElasticSearch, Weaviate or similar hybrid search products.
- Proficiency in prompt engineering with an intuitive grasp of LLM behaviour and patterns such as ReACT, CoT, function calling and routing.
- Familiarity with open-source frameworks such as LangChain and LlamaIndex.
- Experience in Generative AI/LLM testing, validation, and performance evaluation.
- Strong understanding of cloud deployment technologies, including Kubernetes, Docker and/or cloud ML platforms such as Amazon bedrock.
- Exceptional attention to code quality, with a focus on adhering to established software design patterns and best practices.
- 4+ years of experience in information retrieval and search relevance in a production system.
- Experience in related SaaS product development is a huge plus.
- BS in Computer Science or a related field.
CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.
CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $180,000 - $210,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.
CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.
Top Skills
What We Do
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.
CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.
CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.
For more information about CAIS, please visit www.caisgroup.com.
Why Work With Us
As CAIS continues to grow and develop award-winning technology, we need true agents of change to join our growing team. CAIS has opportunities for every skillset—from interns to directors. If you’re looking for a transformative, welcoming culture in which personal success is supported, consider joining our team.
Gallery



.jpg)






CAIS Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.