Associate, Office of the COO

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.   

We’re hiring an Associate to join the COO Office team. Reporting directly to the Chief Operating Officer, this high impact role will serve as the primary executive support partner-- ensuring the COO operates with clarity, focus, and organization. You will serve as a true right hand to leadership, gaining visibility into firm-wide priorities and key strategic initiatives. 

This hybrid position combines best-in-class executive support with exposure to cross-functional projects, leadership materials, and external coordination. While subject-matter expertise is not required, the role demands exceptional organization, sound judgment, intellectual curiosity, strong attention to detail, and the ability to synthesize information and execute effectively. 

Success requires ownership, resilience, and comfort operating in a fast-paced, high-expectation environment. This is a great opportunity to gain meaningful exposure to how a COO operates, contribute to operational excellence, and grow through early responsibility. 

Key Responsibilities: 

Executive Operations and Time Management 

• Manage the COO’s calendar, travel, and expenses with a high degree of accuracy
• Coordinate and schedule internal and external meetings across senior stakeholders
• Prepare agendas, briefing materials, and follow-up correspondence on behalf of the COO
• Take detailed notes during meetings and capture decisions and key action items
• Track deadlines and ensure materials are accurate, current, and delivered on time
• Assist with organizational frameworks (e.g., OKRs) across Operations & Client Services and at the firm level, through tracking and coordination
• Support additional OpsCS-related work as directed by the COO
• Act as a first line of organization and prioritization for the COO’s time and commitments 

COO Office Coordination, Materials and Strategic Support 

• Coordinate closely with the Director of Strategic Partnerships on COO-related priorities, timelines, and materials
• Own end-to-end logistics for COO-led sponsorships tied to strategic partnerships, including coordination with Marketing and Events on conference presence, materials, schedules, and on-site execution at firm and industry events
• Build, update, and manage decks and materials for:
  • Leadership meetings
  • Internal COO meetings
  • Board preparation support
  • External partner meetings (support role only)
• Lead execution and coordination for:
  • Townhalls
  • Offsites
  • COO-sponsored initiatives 

Requirements: 

• 2-3+ years of experience in executive support, coordination, Finance, operations, or a related role (Alternative Asset Management or Wealth Management preferred)
• Ability to work out of our New York City office 4 times a week
• Exceptional organizational skills and attention to detail
• High EQ, positive attitude and sound interpersonal judgement
• Demonstrated ability to manage multiple competing priorities
• Clear, concise written and verbal communication skills
• Comfortable working with senior leaders and cross-functional teams
• High level of discretion, professionalism, and judgment
• Willingness to learn and operate in a fast-paced, evolving environment
• Familiarity with Microsoft Office, Airtable, Slack, Salesforce and Confluence a plus 

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers. 

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $90,000 - $120,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. 

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do require a minimum of 3 days in office per week.  For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.

We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.