About the company
CAIS is the pioneer in democratizing access to and education about alternative investments and structured investment solutions 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 access to a broad range of alternative investment strategies, including structured investments, hedge funds, private equity, private credit, real estate, and digital assets. 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.
Job Summary
Responsibilities:
šLead a global team who support CAIS Platform Operations activities in the Trade phase of investment šProvide timely, professional, and accurate support to clients and partners šDrive, plan, facilitate and manage projects from initiation to completion with minimal supervision šAnticipate and communicate resources needed to meet business requirements, achieve stakeholder objectives and ensure satisfaction šCollaborate with cross-functional stakeholders to define requirements and deliver solutions including dashboards, reports, process automation, integrations, and platform user functionality
Qualifications:
šMust have exceptional critical thinking and team-based problem-solving skills. šSelf-starter who takes initiative, learns quickly in a fast-paced environment and will implement new methods to improve ways of working. š3+ years of experience in solutions / operations within financial services šBachelorās degree in business, economics, finance, or a related discipline required šAlternative Fund Knowledge/Experience is required, including exposure to fund structures, NAV processes, capital calls, subscriptions/redemptions, or investor servicing šExperience with data analysis applications such as excel, SQL, and Tableau
Looking for your next challenge? The world of crypto offers exciting roles in blockchain development, web3 innovations, and remote opportunities.
