Data Analyst, CAIS
$85-125k
+ Performance bonus
Alternative investment platform
Job no longer available
Alternative investment platform
201-500 employees
Job no longer available
$85-125k
+ Performance bonus
201-500 employees
Company mission
CAIS' mission is to help financial advisors win new business, increase wallet share and improve client outcomes.
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Company mission
CAIS' mission is to help financial advisors win new business, increase wallet share and improve client outcomes.
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
Benefits
- We believe in mentorship & meritocracy, promote from within & offer learning & development opportunities
- Subsidized medical, free dental, and free vision
- 401(k) 4% match
- Up to 20 days of vacation, 9 paid holidays & 3 personal days
- 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
- 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
Funding (last 2 of 6 rounds)
Apr 2022
$100m
LATE VC
Jan 2022
$225m
SERIES C
Total funding: $395m
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.
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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