Investment Coordinator

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.  

CAIS is seeking an Investment Coordinator to join the Investments team. This role supports and contributes to the strategic goals and operational workflows and of the manager selection team to support our growing alternative investment marketplace, including supporting the team with a wide range of research and organizational tasks. The ideal candidate has foundational experience in investment research or financial markets, with a strong interest in alternative investments and a collaborative mindset. Strong organizational, analytical, and communication skills are essential for success in this role. 

Primary Objectives 

• Collaborate with internal stakeholders and third-party research partners to maintain timely delivery of launching investment products on the CAIS platform. 
• Coordinate and participate in due diligence activities, including organizing calls and meetings with portfolio management teams, gathering fund documentation, and preparing preparation and follow up deliverables.
• Maintain the research and onboarding database, ensuring detailed and accurate tracking of key processes.  
• Development and delivery of reporting of Key Performance Indicators for transparent communications across the organization and to senior management.  
• Support team initiatives to identify and implement best practices in manager research and due diligence.
• Assist in the preparation of materials for internal and external meetings, ensuring all necessary documents and information are available.
• Draft performance updates and reports for alternative investment products available on the CAIS platform.
• Coordination of team meetings and deliverables.  

Qualifications 

• 1-4 years of experience in financial markets, investment research, or asset management, with exposure to alternative investments products. 
• Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment and met key deadlines.
• Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly and effectively both verbally as well as through prepared presentations to senior management.
• Proactive, self-motivated, and able to work independently while collaborating effectively with team members across the organization.  
• Strong analytical and quantitative skills; experience with research tools and databases is an advantage.
• Bachelor’s degree in Finance, Economics, Business, or a related field preferred. 

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 - $110,000. 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 not require a minimum number of 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.