Executive Assistant to the Founder/CEO, CAIS
$115-145k
4 days a week in office
Alternative investment platform
Posted today
Alternative investment platform
201-500 employees
Posted today
$115-145k
4 days a week in office
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
- Bachelor’s degree required
- Demonstrated experience supporting Founder-level or C-Suite executives in a fast-paced, high-performance environment; financial services, fintech, or adjacent industries preferred
- Expert-level calendar, travel, logistics and time management skills; thrives in complexity and constant change
- Strong judgment, discretion, and emotional intelligence; trusted with highly sensitive information
- Ability to operate independently, anticipate needs, and execute with minimal direction; brings an inherent desire to learn
- Exceptional organizational, prioritization, and execution skills
- High emotional intelligence, sound judgment, and excellent interpersonal skills
- Clear, concise written and verbal communication skills
- Structured, strategic thinker with the ability to break complex situations into actionable steps
- Advanced working knowledge of Microsoft Office (including Excel and PowerPoint), and experience maintaining CRM’s (Salesforce preferred)
- Availability to work from CAIS’ NYC office ~4 days per week, with flexibility to support the CEO outside standard business hours as required
- Foundational knowledge of the finance industry and basic financial terminology strongly preferred
What the job involves
- We are seeking a highly experienced Executive Assistant to support the Founder/CEO of CAIS in his dual role as both CEO of CAIS and Chairman of an external organization (Museum/Nonprofit), including associated board responsibilities. This is a mission-critical, highly visible role requiring exceptional judgment, discretion, and operational excellence
- Strategically optimize the CEO’s time by managing complex calendars and priorities across internal, external, and board-related commitments
- Support board management responsibilities for the CEO’s external Chairman role, including scheduling, meeting logistics, materials preparation, and follow-ups
- Partner closely with senior leadership to ensure seamless execution of the CEO’s agenda, priorities, and external obligations
- Anticipate conflicts, preparation gaps, and downstream impacts; proactively resolve issues before they arise
- Own end-to-end logistics for all business and personal travel, including flights, accommodations, ground transportation, itineraries, and real-time adjustments
- Plan and manage logistics for internal and external events involving the CEO (i.e., board meetings, offsites, conferences, and CEO-hosted events), coordinating with internal teams and external partners to ensure flawless execution
- Handle expenses, approvals, and administrative workflows with precision, urgency, and sound judgement
- Take detailed, accurate meeting notes and track follow-ups to completion
- Manage highly sensitive and confidential information with the utmost discretion and integrity
- Serve as a trusted gatekeeper and point of contact, representing the CEO with professionalism, confidence, and gravitas
- Maintain and curate executive relationship data and meeting intelligence within Salesforce, ensuring the CEO is consistently prepared for high-impact interactions
- Partner closely with Communications and Marketing teams to support the CEO’s external-facing engagements, including scheduling, preparation materials, and logistics for press opportunities, speaking engagements, and media appearances
- Ensure alignment across communications, leadership, and external stakeholders for timely and effective execution
- Provide personal assistance as needed, without detracting from core executive responsibilities
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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