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
What You’ll Own
📍This role focuses on the Discovery phase of investing, including but not limited to: 📍Portfolio construction and analytics tools 📍Model-based investment programs 📍Fund offerings menus and navigation 📍Fund product detail pages, data presentation, and document access 📍The connective experience between discovery, analysis, and readiness to transact 📍While this role is centered on Funds, it will collaborate closely with adjacent product areas to ensure a cohesive, platform-wide experience. 📍As priorities evolve, the scope of this role may also shift, requiring the individual to take ownership of additional or different areas in support of broader business needs.
Responsibilities
📍Discovery & Strategy 📍Partner with Design to gather quantitative and qualitative insights through user interviews, usability testing, market research, and analytics. 📍Translate discovery insights into clearly articulated problem statements, opportunity sizing, and solution hypotheses. 📍Define and maintain a clear product vision and roadmap for fund discovery experiences, aligned to firm-level objectives. 📍Distill findings into epics and initiatives with defined audiences, goals, success metrics, and alignment to OKRs. 📍Engage regularly with stakeholders and leadership to review priorities, tradeoffs, and strategic direction.
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