CAIS
CAIS is an alternative investment platform that serves the independent wealth community51-200 EmployeesActively Hiring
- Top 10% of respondersCAIS is in the top 10% of companies in terms of response time to applications
- Responds within two weeksBased on past data, CAIS usually responds to incoming applications within two weeks
- B2B
- Scale StageRapidly increasing operations
- Valuation $1B+This company has a valuation of $1B or more
- Website
- Location
- Company size
- 51-200 people
- Markets
- Financial ServicesTechnologyFinance Technology
Jobs at CAIS
CAIS is building the first truly open marketplace for alternative investments. We are bold pioneers who pride ourselves in the ability to punch above our weight class. Our team is comprised of go-getters who tackle unique and exciting challenges daily, take ownership and pride in their work, and recognize that success is a team sport.
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Investment Research VP
NewPosted 1 day ago
Investment Research VP
- Contributing member of the CAIS Alternative Investment Manager Research team, with responsibilities throughout the screening, due-diligence, and oversight process
- Evaluate, analyze, and conduct thorough due diligence on private markets opportunities across co-investments, secondary, and primary investments.
New York City
$125k – $175kOther
Alternative Investments Product Specialist - All Locations
NewPosted 1 week ago
Alternative Investments Product Specialist - All Locations
- Initiate and execute new client relationships within Registered Investment Advisors and Independent Broker Dealers in designated territory
- 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
Remote
$150k – $200kSales
Platform Solutions and Operations Specialist
NewPosted 2 weeks ago
Platform Solutions and Operations Specialist
- Support Platform Operations across Pre-Trade, Trade, and Post-Trade phases, delivering timely and professional support to clients and partners.
- Facilitate and manage projects from initiation to completion independently, anticipating resource needs, and communicating project status and risks proactively to stakeholders.
New York City
$80k – $95kSales
Fund Delivery Manager
NewPosted 3 weeks ago
Fund Delivery Manager
- Lead end-to-end project delivery from initiation to completion with minimal supervision, ensuring alignment with client and business objectives.
- Collaborate with clients and internal teams to define project scope, develop strategic solutions, and oversee pre-trade, trade, and post-trade requirements for seamless product onboarding.
New York City
$120k – $150kSales
Asset Manager Partnerships VP
NewPosted 3 weeks ago
Asset Manager Partnerships VP
- Responsible for delivering the CAIS enterprise to our asset manager partners with a focus on driving growth, managing relationships and aligning CAIS’s goals with our clients
- Onboard new asset manager partner relationships by working collaboratively across the organization and provide an efficient and seamless manager experience
New York City
$175k – $225kProduct
Structured Notes Product Specialist - West Coast
NewPosted 4 weeks ago
Structured Notes Product Specialist - West Coast
- Initiate and execute new client relationships alongside the team in an assigned region
- Develop and execute a business plan to generate new structured notes business in the independent wealth management channel
Los Angeles • Seattle • San Francisco
$150k – $170kSales
Enterprise Business Development Associate - Austin
NewPosted 4 weeks ago
Enterprise Business Development Associate - Austin
- Support the sales team in scheduling demos, preparing sales materials, and managing CRM data to ensure smooth sales operations
- Assist in the preparation of materials for meetings, including the creation of decks, drafting proposals, and summarizing notes-- ensuring all necessary documents and information are available
Austin
Product
Alternative Investments Internal Associate - Broker Dealer Channel
NewPosted 1 month ago
Alternative Investments Internal Associate - Broker Dealer Channel
- Provide support to senior members of the Business Development team whose objective is to build and deepen relationships with CAIS clients and prospects
- Develop exceptional CAIS product knowledge, alternative asset class knowledge, and industry knowledge
New York City
$85k – $125kProduct
Alternative Investments Product Specialist - Chicago
NewPosted 1 month ago
Alternative Investments Product Specialist - Chicago
- Initiate and execute new client relationships within Independent Broker Dealers in the Midwest
- 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
Chicago
$170k – $210kEngineering
Advisor Services Associate - West Coast
NewPosted 1 month ago
Advisor Services Associate - West Coast
- Drive successful client outcomes by assisting new and existing clients through active communication by processing client requests, and providing guidance throughout the transaction process (Pre-Trade, Trade, and Post Trade)
- Serve as the main point of contact to clients to facilitate trades throughout the transaction p...
San Diego
$95k – $135kProduct
Director of Product Management
NewPosted 1 month ago
Director of Product Management
- Define and communicate the product vision and strategic roadmap, ensuring alignment with customer needs, market trends, and business goals
- Utilize customer feedback, competitive analysis, and other metrics to inform and prioritize the product roadmap.
New York City
$196k – $266kProduct
Director of Data Product Management
NewPosted 1 month ago
Director of Data Product Management
- Develop and execute a comprehensive data product strategy that aligns with the company’s overall business goals and market trends.
- Define and communicate the vision and roadmap for data products, ensuring they meet customer needs and deliver measurable value to the business.
New York City
$200k – $285kProduct
Alternative Investments Internal Associate - RIA Channel
NewPosted 2 months ago
Alternative Investments Internal Associate - RIA Channel
- Provide support to senior members of the Business Development team whose objective is to build and deepen relationships with CAIS clients and prospects
- Develop exceptional CAIS product knowledge, alternative asset class knowledge, and industry knowledge
New York City
$85k – $125kEngineering
Advisor Services Associate
NewPosted 3 months ago
Advisor Services Associate
- Drive successful client outcomes by assisting new and existing clients through active communication by processing client requests, and providing guidance throughout the transaction process (Pre-Trade, Trade, and Post Trade)
- Serve as the main point of contact to clients to facilitate trades throughout the transaction p...
New York City
$95k – $135kProduct
Alternative Investments Product Specialist - West Coast (NorCal)
NewPosted 4 months ago
Alternative Investments Product Specialist - West Coast (NorCal)
- Initiate and execute new client relationships within RIAs and RIA aggregators on the West Coast
- 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
San Francisco
$170k – $210kProduct
Enterprise Coverage Associate
NewPosted 7 months ago
Enterprise Coverage Associate
- Provide support to senior members of the Enterprise Coverage team whose objective is to act as trusted partner to key Enterprise clients to ensure a seamless client and advisor experience
- Help support sales and asset retention
New York City
$100k – $125k