Alternative Investments Internal Associate, CAIS
Broker Dealer Channel
$85-125k
+ Bonus
Alternative investment platform
Open for applications
Alternative investment platform
201-500 employees
Open for applications
$85-125k
+ Bonus
201-500 employees
Company mission
CAIS' mission is to help financial advisors win new business, increase wallet share and improve client outcomes.
Role
Who you are
- We are seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team
- Qualified applicants will have a minimum of two years of experience in financial services and capacity to understand a diverse range of technical investment products
- Qualified candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit
- 2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred
- A Bachelor’s degree; concentrations in Economics, Finance or Business
- High degree of intellectual curiosity
- Proficiency in Microsoft Office applications
- Salesforce experience a plus
- Series 7 & 63 licenses REQUIRED
- Hard working and eager to learn in a highly intellectual, collaborative environment
- Well organized and detail oriented
- Enthusiastic about developing and implementing ideas
- Self-starter, able to work autonomously as well as within a team
- Exceptional analytical and problem-solving skills
- Excellent oral and written communication skills
- Knowledge of finance, investment management industry, and Alternatives is highly desirable
What the job involves
- We are seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team focused on the Independent Broker Dealer channel
- Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive to new business by aiding the sales process
- 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
- Act as a point of contact for existing investors and be responsible for leveraging the full resources of the firm to coordinate responses to all investor inquiries
- Coordinate client meetings and conference calls with CAIS clients and Asset Managers on the platform
Our take
Financial advisors often require education and increased access to alternative investment funds and products. However, the lack of an integrated platform for finding such opportunities causes difficulties within this profession.
CAIS provides an online marketplace where financial advisors and asset managers can liaise through direct communication in regard to alternative investments. Advice is sourced from experts in hedge funds, private equity and credit, real estate, and digital assets.
Its service is used by thousands of financial advisors who oversee over $1.2 trillion in assets. Furthermore, the startup’s largest custodians include Fidelity and Schwav who collectively aim to streamline over $6 trillion in assets for over 15,000 financial advisors.
After substantial funding and hitting unicorn status in 2022, the company is now focused on further advancing its technology, enhancing the customer experience through personalized experiences, and digitizing product operations for fund managers and financial advisors alike.
Kirsty
Company Specialist
Insights
Company
Funding (last 2 of 6 rounds)
Apr 2022
$100m
LATE VC
Jan 2022
$225m
SERIES C
Total funding: $395m
Company benefits
- Subsidized medical, free dental, and free vision
- Up to 20 days of vacation, 9 paid holidays & 3 personal days
- 401(k) 4% match
- Daily lunch allowance, fully stocked kitchen & $100/month for gym memberships
- Monthly happy hours, team building activities & events including our annual Summer Offsite & Winter Holiday Party
- We believe in mentorship & meritocracy, promote from within & offer learning & development opportunities
- Work from home opportunities
Company values
- Be your authentic self
- Play to win
- Success is a team sport
- Find a way. Then find a better way
- Overcommunicate
- Own it
Company HQ
Midtown East, New York, NY
Articles
Leadership
Jeremy Norton
(Asia Strategic Partner)Previously Senior Vice President at Castlestone Management for 2 years and Treasurer at The Cromehurst Foundation also for 2 years. Current Founder & Managing Director of AIPX, and Consultant at Cota Capital.
Matt Brown
(CEO)Previously Founder and Managing Principal at Brown Simpson Asset Management for 5 years and Managing Director at Fairfield Greenwich Group for 3 years.
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