Platform Solutions and Operations Analyst, CAIS
$60-80k
Offers a performance bonus
Alternative investment platform
Be an early applicant
Alternative investment platform
201-500 employees
Be an early applicant
$60-80k
Offers a 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
- We're seeking someone who is passionate about delivering high-quality support and operational excellence for our clients
- Our ideal candidate has a proven track record in managing complex projects within the financial services industry, thrives in fast-paced environments, and demonstrates a unique blend of analytical thinking, creativity, and impeccable attention to detail
- If you are an entrepreneurial problem solver who is proactive, collaborative, and always eager to learn and mentor others, we’d love to hear from you!
- 2+ years of experience in solutions or operations within financial services, with Alternative Fund knowledge a plus
- Strong critical thinking, problem-solving, and organizational skills, with a proactive, self-starting attitude in fast-paced environments
- Experience with data analysis tools like Excel, SQL, and Tableau, and the ability to quickly learn and apply new technologies to build effective solutions
- Exceptional interpersonal, written, and verbal communication skills, with a proven ability to manage relationships effectively
- Commitment to continuous professional growth and team improvement, with strong proficiency in Microsoft Suite and a willingness to adopt new tech tools as needed
- A bachelor’s degree in business, economics, finance, or a related field is preferred
What the job involves
- Support Platform Operations across Pre-Trade, Trade, and Post-Trade phases, delivering timely and professional support to clients and partners
- Facilitate and manage projects from initiation to completion independently, anticipating resource needs, and communicating project status and risks proactively to stakeholders
- Collaborate with stakeholders across Research, Marketing, Product, Operations, Client Service, and Technology to define requirements, develop solutions like dashboards, reports, and process automation, and support new solution deliveries
- Conduct business and data analysis to troubleshoot issues, support data-driven decision-making, and optimize operations through innovative solutions
- Maintain comprehensive documentation in platforms like Confluence, SharePoint, and Airtable, and use project tracking tools to meet deadlines and ensure smooth operations
- Develop and maintain strong relationships internally and externally, and provide clear and proactive communication to ensure alignment and stakeholder satisfaction
- Develop expertise in CAIS platforms and investment products, and contribute to special projects as needed based on skills and interests
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.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 10 more jobs at CAIS