Alternative Investments - Product Specialist at CAIS

| Greater NYC Area
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CAIS is the leading open-architecture financial product platform offering independent wealth management professionals access to a diversified menu of funds and products. CAIS provides streamlined execution to an expanding list of alternative investment funds, IPOs and follow-ons, structured notes and real assets. CAIS delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer.

The firm is seeking an experienced sales professional to join the Alternative Investments team in New York City. Qualified applicants will have a minimum of two years of experience in the financial services industry and capacity to understand a diverse range of technical investment products. Working alongside their designated team, this person will be responsible for generating new business as well as supporting product and distribution teams with fund manager coverage and client engagement. Qualified candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.

 Primary Objectives

  • Initiate and execute new client relationships with RIAs, independent wealth managers, and family offices in an assigned region
  • Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, ’40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information
  • Prepare presentations and materials for client meetings
  • Coordinate and execute tailored product launch strategies
  • Coordinate manager due diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best in class investment products to our clients
  • Assist in the planning and execution of roadshows and conferences
  • Assist in the creation of product marketing collateral
  • Work alongside the sales team on client pitches, product positioning and sales campaigns
  • Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding
  • Special projects and additional responsibilities to be determined based on capacity, skill, and interest

 Qualifications

  • 2-4+ years of internal and/or external sales experience in the alternatives space
  • Bachelor’s degree in business, economics, finance, or a related discipline required
  • Exceptional organizational and interpersonal skills
  • Impeccable written and verbal communication skills
  • Self-starter who takes initiative and learns quickly in a fast-paced environment
  • Strong commitment to continuous professional development and improvement of the team
  • Excellent client service aptitude and attitude
  • Excellent working knowledge of Microsoft Suite and Salesforce
  • Series 7, 63, and/or 66
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Location

CAIS is located in the bustling Midtown East neighborhood of Manhattan with an endless number of restaurants nearby and very central to public transit
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