Data Analyst, CAIS

$85-125k

+ Performance bonus

AWS
Tableau
Snowflake
dbt
Junior and Mid level
New York
CAIS

Alternative investment platform

Job no longer available

CAIS

Alternative investment platform

201-500 employees

B2BMarketplaceEducationInvestingFinancial ServicesData Sharing

Job no longer available

$85-125k

+ Performance bonus

AWS
Tableau
Snowflake
dbt
Junior and Mid level
New York

201-500 employees

B2BMarketplaceEducationInvestingFinancial ServicesData Sharing

Company mission

CAIS' mission is to help financial advisors win new business, increase wallet share and improve client outcomes.

Role

Who you are

  • Our ideal candidate is a strong cross-functional communicator with a proven ability to solve open-ended problems in an elegant, scalable manner
  • 2+ years of experience in data analysis or similar roles, preferably in the Technology or Financial Services industry
  • Strong data modeling and reporting skills in a fast-paced environment
  • Proficiency in SQL and data visualization tools to tell compelling data-driven stories
  • Ability to understand complex ideas, break them down into actionable plans, and deliver solutions
  • Excellent communication skills and the ability to build strong relationships with various teams across the organization

Desirable

  • Bachelor’s degree in Data / Analytics, Data Science, Computer Science, Engineering, Management Information Systems or a related field
  • Experience with cloud databases (e.g., Snowflake, AWS) and transformation tools (e.g., dbt)
  • Experience with Tableau or similar Business Intelligence tools
  • Experience with Lucidchart, Visio, or similar diagramming tools
  • Familiarity with machine learning concepts and programming languages

What the job involves

  • As the newest member of the team, you will partner with colleagues across the firm and be the creative thought leader ensuring that data-driven decisions are being made
  • You will lead initiatives by partnering with teams across the firm like Operations, Marketing, Product, Finance, Sales and Engineering to provide them with the data modeling, reporting, and analytics support they need to make impactful decisions
  • This is a great opportunity for the right person to enhance their skill set across Data Analytics, Data Engineering and Data Science - curiosity, creativity, and tenacious problem solving are a must!
  • Enable data-driven decision-making by becoming an expert in Alternative Investments and CAIS data, leveraging this expertise to support stakeholder groups
  • Develop and maintain business intelligence dashboards and reports to effectively communicate trends, patterns, and predictions using relevant data
  • Partner with business stakeholders to gather requirements, execute analytics requests, and provide domain expert support
  • Work with the Product and Engineering teams to roll out new products/services to our platform, support data migration activities, and monitor their success through reporting or events tracking
  • Collaborate with cross-functional teams on data governance and cataloging efforts by mapping out data assets in need of proper ownership and definitions, developing data governance policies, and promoting its adoption firm-wide
  • Contribute to building our Data practice by creating training materials, customer-facing assets, and internal resources

Otta's take

Sam Franklin headshot

Sam Franklin

CEO of Otta

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.

Insights

Some candidates hear
back within 2 weeks

17% employee growth in 12 months

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

Founders

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.

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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