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
To democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.
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 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 utilizing 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 digitizing 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
Articles
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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