Full-Time

Alternative Investments Internal Associate

Posted on 4/25/2024

CAIS

CAIS

201-500 employees

Fintech platform connecting advisors with asset managers

Fintech

Junior

New York, NY, USA

Required Skills
Communications
Management
Salesforce
Requirements
  • 2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred
  • A Bachelor’s degree; concentrations in Economics, Finance or Business
  • High degree of intellectual curiosity
  • Proficiency in Microsoft Office applications
  • Salesforce experience a plus
  • Series 7 & 63 licenses REQUIRED
  • Hard working and eager to learn in a highly intellectual, collaborative environment
  • Well organized and detail oriented
  • Enthusiastic about developing and implementing ideas
  • Self-starter, able to work autonomously as well as within a team
  • Exceptional analytical and problem-solving skills
  • Excellent oral and written communication skills
  • Knowledge of finance, investment management industry, and Alternatives is highly desirable
Responsibilities
  • Provide support to senior members of the Business Development team whose objective is to build and deepen relationships with CAIS clients and prospects
  • Develop exceptional CAIS product knowledge, alternative asset class knowledge, and industry knowledge
  • Act as a point of contact for existing investors and be responsible for leveraging the full resources of the firm to coordinate responses to all investor inquiries
  • Coordinate client meetings and conference calls with CAIS clients and Asset Managers on the platform

CAIS has developed a fintech platform that connects independent financial advisors with leading alternative asset managers, facilitating efficient transacting of alternative investments at a massive scale. The platform has enabled over $25 billion in transaction volume and empowers over 32,000 unique advisors overseeing upwards of $3.5 trillion in network assets.

Company Stage

Series B

Total Funding

$306M

Headquarters

New York, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

6%

1 year growth

20%

2 year growth

51%