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:
šProcess Automation & Data Governance
šLiaise with Data and Engineering teams to develop scalable SQL-based data pipelines, improving reporting speed and accuracy
šContinuously improve workflows, identifying opportunities to automate and standardize reporting
šData Visualization & Insights
šDevelop interactive Tableau dashboards tracking KPIs, unit economics, and P&L trends
šConsolidate results and craft presentations that drive data-backed decision making
šFinancial Modeling & Forecasting
šMaintain and refine the company-wide financial model
šBuild scenario model tools to evaluate new product and market initiatives
šStakeholder Communication
šPrepare management- and board-ready presentations summarizing performance, forecasts, and strategic initiatives
šTranslate leadership questions into concise analyses and recommendations.
šStrategic Projects
šWith guidance from senior team members, support special projects that analyze the impact of proposed business decisions
Qualifications
š1 + years in a data-driven finance, consulting, or fintech role šBachelorās in Finance, Economics, Computer Science, Data Science, Engineering, Math, or related field šProficiency in SQL for data transformation and analysis (Snowflake experience a plus) šDemonstrated skill with at least one BI tool (Tableau, Looker, or Power BI) šAdvanced Excel and financial-modeling capability; solid grasp of P&L and forecasting concepts šStrong PowerPoint skills and storytelling ability for technical and non-technical audiences šProven success juggling multiple priorities in a fast-paced environment with high ownership
The future of finance is here ā whether youāre interested in blockchain, cryptocurrency, or remote web3 jobs, thereās a perfect role waiting for you.
