Executive Assistant to the CEO, CAIS
$80-110k
+Performance bonus
Alternative investment platform
Open for applications
Alternative investment platform
201-500 employees
Open for applications
$80-110k
+Performance 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
- The ideal candidates for this role will be smart, detail-oriented, organized and support a fast-paced and high-impact team
- Given the role’s nature and exposure, the ideal candidate will have refined interpersonal skills, gravitas, and trustworthiness
- Bachelor’s degree required
- 2+ years of administrative experience, preferably in the financial industry or C-Suite
- Experience coordinating multiple competing priorities in a fast-paced environment
- Ability to independently execute instructions with great attention to detail and consistently produce work that is thorough and meticulous
- Highly refined communications and writing skills
- Ability to take detailed notes during meetings
- Willing and comfortable with taking initiatives
- High level of integrity due to dealing with sensitive and confidential information
- Excellent time management skills, and tracking of multiple tasks from start through completion
- High EQ, positive attitude and good at building relationships
- Linear, logical thinking, the ability to resolve complex issues into manageable components, and an inherent desire to learn
- Advanced working knowledge of Microsoft Office and Salesforce
- Available to work after hours and on weekends as required
What the job involves
- The firm is seeking an Executive Assistant to support the CEO and his current EA with a wide range of personal, travel, administrative and business-related tasks
- Assist CEO with personal and administrative tasks including travel, expense reports, etc. as well as assisting his current EA with any business-related tasks
- Help coordinate and maintain the CEO’s calendars and effectively manage all scheduled activities (including business meetings, travel arrangements, personal appointments, and outside commitments)
- Research, book, and oversee business and personal travel arrangements including itineraries, flights, hotels, ground transportation, etc
- Strategically manage the CEO’s time with respect to the organization’s priorities, goals, and objectives. This includes understanding important initiatives and managing calendars accordingly
- Monitor CEO’s calendar and anticipate where problems might arise regarding schedule, meeting preparation, requests for meetings and telephone calls; communicate potential and/or confirmed changes to involved parties immediately
- Proactively bring together appropriate team members and resources to support key firm initiatives
- Additional responsibilities to be determined based on capacity, skill, and interest
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
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.
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