Teams at CAIS

The Advisor Services Analyst/Associate supports financial advisors through transactions, builds relationships by understanding workflows, and enhances service efficiency via automation and collaboration with internal teams.

The role involves generating new business within Independent Broker Dealers, managing client relationships, and providing expertise on alternative investment products such as hedge funds and private equity.

The AI-Forward IT Support Engineer leads the support team, manages Microsoft environment, utilizes AI tools for solutions, and aids employees in using AI resources.