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:
📍Discovery 📍In partnership with design, gather quantitative and qualitative insights through market research, user interviews, and analytics tools. 📍In partnership with design and engineering, leverage discovery findings to create compelling cases in support of what problems to solve, potential solutions, and execution strategies. 📍Distill findings into epics with the audience, purpose, and goals articulated, including KPIs and correlation to firm level OKRs. 📍Meet with stakeholders and management for input on and prioritization of specific features as well as periodic reviews of a larger product strategy. 📍Delivery 📍Manage day to day operations of one or more products, running key ceremonies such as standups, refinements, and retrospectives. 📍Create tickets and project plans for in-flight work to ensure transparency on delivery timelines and clarity in execution. 📍Provide updates and demonstrations to clients and the broader organization throughout the build and in preparation of go-to-market.
Experience:
📍Bachelor’s degree 📍4+ years of relevant experience or 2+ years with master’s degree - financial services industry required (alternative investments and/or wealth management strongly preferred), experience with developing portfolio analytics or management tools a plus
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