Search the 15 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 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.

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.

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.

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 an Administrative Assistant to the COO to support the Chief Operating Officer with administrative and business-related tasks. Responsibilities include calendar management, meeting prep, travel arrangements, research, and event planning. Qualifications include a Bachelor's degree, 1+ years of administrative experience, refined communication skills, and ability to handle sensitive information with integrity.

Seeking a highly organized team member to manage DDQ responses and coordinate delivery of RFPs in a FinTech platform. Responsibilities include due diligence response management, resource planning, and enhancing systems. Qualifications include 4-6 years of experience and a Bachelor's degree in business.

Design, develop, and automate secure data solutions using Python, Kotlin, Snowflake, DBT, and Kubernetes to drive business growth at CAIS.

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 Senior Associate in Structured Notes Trading Operations, leading pre-trade, trade, and post-trade operations. Collaborate with advisors, issuers, and trading team for seamless structured note trades. Drive data-driven decisions, process improvements, and automation. Bachelor's degree in finance or related field preferred. Series 7 & 63 licenses required.

Seeking a Vice President to support the COO in executing strategic initiatives, managing daily operations, and ensuring efficient functioning of the Operations and Client Service organization. Responsibilities include strategic planning, data analysis, executive meeting preparation, project management, risk assessment, and process improvement. Qualifications include 5+ years of experience in the financial services industry and a Bachelor's degree in business or related field.

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.

Seeking an experienced sales professional to generate new business within RIAs and RIA aggregators on the West Coast, support product and distribution teams, and engage with fund managers and clients. Responsibilities include client relationship management, product expertise, presentations, marketing collateral creation, and collaboration across business functions. Qualifications include 5-10+ years of sales experience in the alternatives space, a bachelor's degree in business or related field, excellent communication and organizational skills, commitment to professional development, and knowledge of Microsoft Suite and Salesforce. Series 7 and 63 certifications required.

Seeking an experienced sales professional to join the Alternative Investments team. Responsible for generating new business within Independent Broker Dealers and supporting product and distribution teams. Must have excellent attention to detail, organizational skills, client service attitude, and entrepreneurial spirit.