Top Operations Jobs
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 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 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 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.
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