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Fintech • Software • Financial Services
The role involves initiating client relationships, developing product expertise, preparing client materials, coordinating product launches, and supporting sales efforts in alternative investments.
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Microsoft SuiteSalesforce
Fintech • Software • Financial Services
The Advisor Services Associate will support client transactions, enhance user experience on the CAIS platform, and collaborate across teams for process improvement.
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Crm ProgramsMS Office
Fintech • Software • Financial Services
As a Machine Learning Specialist, you will develop predictive models, optimize portfolios, and deploy solutions in a cloud environment while collaborating to enhance the platform's intelligence.
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Amazon SagemakerDockerKubernetesMatplotlibPythonPyTorchScikit-LearnScipy
Fintech • Software • Financial Services
Manage high-level client relationships, support investment processes, ensure successful outcomes for clients, and collaborate cross-functionally to improve service delivery.
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Crm ProgramsMS Office
Fintech • Software • Financial Services
Lead delivery of new FinTech capabilities while managing complex projects in financial services, collaborating across departments, and ensuring client satisfaction.
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AirtableAsanaConfluenceJIRAMicrosoft SuiteMondaySharepoint
Fintech • Software • Financial Services
The Advisor Services Associate will support the client service team by assisting clients with transactions, providing guidance, and enhancing the client experience on the CAIS platform.
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Crm ProgramsMS Office
Fintech • Software • Financial Services
Manage fund onboarding projects at CAIS by collaborating with cross-functional teams, ensuring alignment with business objectives, and improving processes.
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AirtableAsanaConfluenceJIRAMicrosoft SuiteSharepoint
Fintech • Software • Financial Services
The Corporate Strategy VP leads strategic initiatives, conducts market analysis, and drives M&A opportunities to shape CAIS' growth and impact.
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Microsoft Suite
Fintech • Software • Financial Services
The Content Marketing Associate will create high-impact content, lead initiatives, and collaborate with teams to educate advisors on alternative investments.
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Content Management SystemsEmail MarketingSeoSocial Media
Fintech • Software • Financial Services
The Systems and Workflow Optimization Associate optimizes business processes using Airtable and AI tools, enhances documentation, and collaborates cross-functionally.
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