Associate, CAIS
Office of the Chief Operating Officer
$90-120k
+ Performance Bonus
4 days a week in office
Alternative investment platform
Be an early applicant
Alternative investment platform
501-1000 employees
Be an early applicant
$90-120k
+ Performance Bonus
4 days a week in office
501-1000 employees
Company mission
To democratise access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.
Role
Who you are
- 2-3+ years of experience in executive support, coordination, Finance, operations, or a related role (Alternative Asset Management or Wealth Management preferred)
- Ability to work out of our New York City office 4 times a week
- Exceptional organizational skills and attention to detail
- High EQ, positive attitude and sound interpersonal judgement
- Demonstrated ability to manage multiple competing priorities
- Clear, concise written and verbal communication skills
- Comfortable working with senior leaders and cross-functional teams
- High level of discretion, professionalism, and judgment
- Willingness to learn and operate in a fast-paced, evolving environment
- Familiarity with Microsoft Office, Airtable, Slack, Salesforce and Confluence a plus
What the job involves
- We’re hiring an Associate to join the COO Office team. Reporting directly to the Chief Operating Officer, this high impact role will serve as the primary executive support partner - ensuring the COO operates with clarity, focus, and organization
- You will serve as a true right hand to leadership, gaining visibility into firm-wide priorities and key strategic initiatives
- This hybrid position combines best-in-class executive support with exposure to cross-functional projects, leadership materials, and external coordination
- While subject-matter expertise is not required, the role demands exceptional organization, sound judgment, intellectual curiosity, strong attention to detail, and the ability to synthesize information and execute effectively
- Success requires ownership, resilience, and comfort operating in a fast-paced, high-expectation environment. This is a great opportunity to gain meaningful exposure to how a COO operates, contribute to operational excellence, and grow through early responsibility
- Executive Operations and Time Management:
- Manage the COO’s calendar, travel, and expenses with a high degree of accuracy
- Coordinate and schedule internal and external meetings across senior stakeholders
- Prepare agendas, briefing materials, and follow-up correspondence on behalf of the COO
- Take detailed notes during meetings and capture decisions and key action items
- Track deadlines and ensure materials are accurate, current, and delivered on time
- Assist with organizational frameworks (e.g., OKRs) across Operations & Client Services and at the firm level, through tracking and coordination
- Support additional OpsCS-related work as directed by the COO
- Act as a first line of organization and prioritization for the COO’s time and commitments
- COO Office Coordination, Materials and Strategic Support:
- Coordinate closely with the Director of Strategic Partnerships on COO-related priorities, timelines, and materials
- Own end-to-end logistics for COO-led sponsorships tied to strategic partnerships, including coordination with Marketing and Events on conference presence, materials, schedules, and on-site execution at firm and industry events
- Build, update, and manage decks and materials for:
- Leadership meetings
- Internal COO meetings
- Board preparation support
- External partner meetings (support role only)
- Lead execution and coordination for:
- Townhalls
- Offsites
- COO-sponsored initiatives
Our take
Financial advisors often face challenges in accessing education and alternative investment funds due to the absence of an integrated platform for discovering these opportunities. This gap can hinder their ability to offer clients diverse investment options and make informed decisions.
CAIS addresses this need by providing an online marketplace that facilitates direct communication between financial advisors and asset managers regarding alternative investments. The platform sources expert advice across various sectors, including hedge funds, private equity, credit, real estate, and digital assets, allowing advisors to access valuable insights and opportunities.
With thousands of financial advisors utilising its services, CAIS oversees more than $1.2T in assets. The company has partnered with major custodians like Fidelity and Schwab, collectively managing over $6T in assets for more than 15,000 advisors. Following substantial funding and achieving unicorn status in 2022, CAIS is now focused on advancing its technology, enhancing customer experiences, and digitising product operations for both fund managers and financial advisors
Kirsty
Company Specialist at Welcome to the Jungle
Insights
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
- Healthcare & wellness: We offer highly subsidized medical, dental, vision plan options, and monthly reimbursements to support your lifestyle outside of work
- Coverage Waiver Allowance: Have benefits through another source? Receive a monthly allowance for waiving coverage
- Voluntary benefits: Enjoy discounted pricing on virtual marketplace retail benefits, pet insurance, legal, identity theft, critical illness, hospital coverage, and additional life and AD&D insurance
- Paid parental leave: New parents receive up to 16 weeks of fully paid leave
- Flexible PTO: Take the time you need in coordination with your team and manager. Plus, enjoy nine paid holidays throughout the year
- 401(k) matching: Participate in a comprehensive 401(k) plan with a 4% match
- Free Food: Take advantage of our in-office lunch program and a fully stocked kitchen
- Team events: Join our monthly happy hours, team building activities, and other events to ensure we stay connected
Company HQ
Midtown East, New York, NY
Leadership
Matt Brown
(Founder & CEO)Previously the Founder and Managing Principal at Brown Simpson Asset Management for 5 years and Managing Director at Fairfield Greenwich Group for 3 years.
Salary benchmarks
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