Full-Time

Data Analyst

Posted on 4/25/2024

CAIS

CAIS

201-500 employees

Fintech platform connecting advisors with asset managers

Fintech

Mid

New York, NY, USA

Required Skills
SQL
Data Analysis
Requirements
  • 2+ years of experience in data analysis or similar roles, preferably in the Technology or Financial Services industry.
  • Proficiency in SQL and data visualization tools.
  • Experience in financial services, alternative investments, or wealth management.
Responsibilities
  • Enable data-driven decision-making by becoming an expert in Alternative Investments and CAIS data.
  • Develop and maintain business intelligence dashboards and reports to communicate trends, patterns, and predictions.
  • Partner with business stakeholders to gather requirements, execute analytics requests, and provide domain expert support.
  • Work with Product and Engineering teams to roll out new products/services, support data migration activities, and monitor success.
  • Collaborate on data governance and cataloging efforts by mapping out data assets, developing data governance policies, and promoting adoption.
  • Contribute to building the Data practice by creating training materials, customer-facing assets, and internal resources.

CAIS is a leading fintech platform that offers a unique working environment where employees can directly contribute to simplifying complex financial transactions between independent financial advisors and top-tier alternative asset managers. The company has facilitated over $25 billion in transaction volume, demonstrating its success and reliability in a high-stakes industry. By joining this team, you'll work at the intersection of technology and finance, helping to empower thousands of advisors managing trillions in assets, which can be incredibly rewarding and impactful for career growth.

Company Stage

Series B

Total Funding

$306M

Headquarters

New York, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

6%

1 year growth

14%

2 year growth

48%
INACTIVE