Simplify Logo

Full-Time

Alternative Investments Internal Associate

RIA Channel

Confirmed live in the last 24 hours

CAIS

CAIS

201-500 employees

Platform for accessing alternative investments

Fintech
Financial Services

Compensation Overview

$85k - $125kAnnually

+ Performance Bonus

Junior, Mid

New York, NY, USA

Flexible hybrid in-office model; no minimum number of days in office required.

Category
Asset Management
Finance & Banking
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 offers a platform that simplifies access to alternative investments for financial advisors and wealth managers, allowing them to invest in private equity, hedge funds, real estate, and distressed debt. The platform features a streamlined process for subscribing and reporting, along with CAIS IQ, an educational tool that helps advisors understand alternative investments. CAIS stands out from competitors by ensuring a thorough due diligence process for all funds on its platform, which builds trust with users. The company's goal is to enhance the investment experience for independent wealth managers and improve their clients' portfolio diversification.

Company Stage

Series B

Total Funding

$306M

Headquarters

New York City, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

7%

1 year growth

13%

2 year growth

23%
Simplify Jobs

Simplify's Take

What believers are saying

  • Partnerships with industry giants like Blackstone and CAPTRUST enhance CAIS's credibility and expand its market reach.
  • The launch of CAIS Live demonstrates a commitment to advisor education and engagement, potentially increasing platform adoption and user loyalty.
  • CAIS's technology-driven solutions, such as CAIS Solutions, streamline the alternative investment process, making it more efficient and scalable for advisors.

What critics are saying

  • The niche focus on alternative investments may limit CAIS's market size compared to broader financial platforms.
  • Dependence on third-party due diligence firms like Mercer could pose risks if these partnerships face disruptions or quality issues.

What makes CAIS unique

  • CAIS uniquely focuses on simplifying access to alternative investments for independent financial advisors, unlike many platforms that cater to a broader financial audience.
  • The integration of CAIS IQ, a personalized learning system, provides a competitive edge by educating advisors on the complexities of alternative investments, a feature not commonly found in competing platforms.
  • CAIS's robust due diligence process, including third-party evaluations by firms like Mercer, ensures high standards for all funds on its platform, offering a level of trust and reliability that sets it apart.