Search the 17 jobs at CAIS

Join our dynamic Finance team in New York City as a Corporate Accountant responsible for month-end financial close, revenue recognition, regulatory compliance, and financial reporting. Ideal for detail-oriented professionals with experience in top-tier financial services or accounting firms.

Seeking a Vice President to join the Enterprise Home Office Client Service team at a dynamic firm in the alternative investment space. Responsibilities include managing high-level relationships with Enterprise clients, overseeing a dedicated team, providing top-tier service, and driving client success. Opportunity to impact client relationships and contribute to firm growth and success through collaboration and process improvement.

Seeking a Vice President of Manager Coverage to deepen relationships with asset managers on the CAIS platform, provide strategic insights, and collaborate with internal teams to optimize outcomes for asset managers and CAIS. Responsibilities include serving as a primary point of contact, building deep partnerships, collaborating with senior leaders, presenting data-driven insights, educating distribution teams, and supporting engagement activities.

Seeking a Director of Manager Coverage to expand relationships with asset managers on the CAIS platform. Responsibilities include strategic partnership expansion, managing asset managers on the platform, developing comprehensive strategies, collaborating with senior management, and streamlining sales communications.

Join CAIS as a Sales Associate to support sales activities, generate leads, and contribute to SaaS product outreach strategies in the Alternative Investment and Wealth Management spaces. Be part of a dynamic team driving impact and transforming the industry. Responsibilities include demo scheduling, market research, client engagement, CRM management, and sales strategy alignment. Qualifications include 3+ years in Financial Services or Technology, a Bachelor's degree, strong communication skills, and proficiency in Microsoft Office and Salesforce.

Seeking a highly organized, process-oriented Senior Associate to join the Fund Operations team at CAIS. Responsible for driving operational workflows, monitoring and coordinating fund events, optimizing processes, and building relationships with stakeholders.

Detail-oriented and highly organized Associate or Senior Associate role to support the Legal and Compliance team at CAIS. Responsibilities include ownership of FINRA Firm Gateway tasks, review of employee accounts, management of compliance review system, and collaboration on policy updates. Qualifications include 2-5 years of compliance experience, knowledge of FINRA rules, and a Bachelor's degree. Strong communication, technical, and organizational skills required.

Junior sales professional role in the Structured Notes team at CAIS, responsible for generating new business and supporting senior Product Specialists with coverage and client engagement. Opportunity to learn and develop industry expertise and sales skills.

Junior sales professional needed to join the Structured Notes team at CAIS, responsible for generating new business and supporting senior Product Specialists. Opportunity to develop industry expertise and sales skills. Must have attention to detail, organization skills, client service attitude, and entrepreneurial spirit.

Join our Data team as a Data Analyst in New York City office. Enable data-driven decision-making, develop business intelligence dashboards, collaborate with cross-functional teams, and contribute to building our Data practice. Ideal candidate has 2+ years of experience in data analysis, strong data modeling and reporting skills, proficiency in SQL and data visualization tools, and excellent communication skills.

Seeking experienced internal sales professional to join Alternative Investments Product Specialist team. Responsibilities include providing support to senior members of the Business Development team, developing product knowledge, acting as a point of contact for investors, and coordinating client meetings. Qualifications include 2-3+ years of experience, Bachelor’s degree in Economics, Finance or Business, Series 7 & 63 licenses, proficiency in Microsoft Office and Salesforce, and high degree of intellectual curiosity.

The Registered Funds Legal Counsel will provide legal advice and consultation on legal, regulatory, and compliance issues relating to registered funds, oversee regulatory compliance, fund maintenance, and reporting, collaborate with external counsel, and monitor evolving regulations and propose policy updates.

The Enterprise Services Senior Associate at CAIS is responsible for maintaining relationships with enterprise accounts, facilitating client transactions, and enhancing client experience. They will also collaborate with various teams to improve processes and provide white-glove service to clients.

Seeking a driven Associate to join the Client Service Enterprise team, providing white glove service and building relationships with clients. Responsibilities include assisting clients through transactions, serving as main point of contact, becoming a platform expert, and collaborating cross-functionally. Qualifications include a Bachelor's degree in economics or finance, 2-5 years of client service experience, strong client service orientation, and FINRA Registrations Series 7,63.

Seeking an experienced sales professional to join the Enterprise team, covering Enterprise clients in the financial services industry. Responsibilities include driving sales, managing relationships, launching products, and enhancing client engagement. Qualifications include 7+ years of experience in relationship management, a Bachelor's degree in business or finance, strong organizational and communication skills, and proficiency in Microsoft Suite and Salesforce.

Seeking a personable, highly driven professional to join the Enterprise team, covering Enterprise clients including RIA Aggregators, Independent Broker Dealers, and Bank & Trusts. Responsibilities include supporting senior team members, assisting in sales and asset retention, managing product and platform launches, facilitating onboarding, and staying updated on industry trends. Qualifications include 2-4 years of relevant experience, a Bachelor's degree in business or finance, exceptional organizational and interpersonal skills, and strong knowledge of Salesforce.

Seeking experienced sales professional to join Alternative Investments team covering Midwest region. Responsibilities include building new client relationships, developing expertise on investment products, and supporting product and distribution teams. Qualifications include 5+ years of sales experience in alternatives space, bachelor’s degree, exceptional organizational and interpersonal skills, and knowledge of Microsoft Suite and Salesforce.