Strategic Finance Analyst, CAIS
$80-105k
+ Performance bonus
Alternative investment platform
Job no longer available
Alternative investment platform
201-500 employees
Job no longer available
$80-105k
+ 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
- Sucess in this role calls for a blend of analytical skills and business curiosity
- You should feel at home writing SQL, working with structured data, and visualizing results in modern BI tools—while always asking, “What does this mean for the business?”
- If you are a data-savvy financial analyst eager to make an outsized impact at a growing fintech that is redefining access to alternative investments, we’d love to meet you
- 1 + years in a data-driven finance, consulting, or fintech role
- Bachelor’s in Finance, Economics, Computer Science, Data Science, Engineering, Math, or related field
- Proficiency in SQL for data transformation and analysis (Snowflake experience a plus)
- Demonstrated skill with at least one BI tool (Tableau, Looker, or Power BI)
- Advanced Excel and financial-modeling capability; solid grasp of P&L and forecasting concepts
- Strong PowerPoint skills and storytelling ability for technical and non-technical audiences
- Proven success juggling multiple priorities in a fast-paced environment with high ownership
Desirable
- Experience with alternative-investment products or wealth-management platforms
- Familiarity with Python for data analysis and automation
- Knowledge of GAAP/IFRS principles and revenue recognition
- Prior experience building dashboards adopted by cross-functional teams
What the job involves
- Join CAIS as a Strategic Finance Analyst and turn data into decisions that power our next phase of growth
- In this early-career position, you will enhance core financial models, automate KPI dashboards, and translate complex findings into clear stories for senior leadership
- You’ll have meaningful ownership of day-to-day analytics, and the chance to lead strategic projects under supportive mentorship
- Liaise with Data and Engineering teams to develop scalable SQL-based data pipelines, improving reporting speed and accuracy
- Continuously improve workflows, identifying opportunities to automate and standardize reporting
- Develop interactive Tableau dashboards tracking KPIs, unit economics, and P&L trends
- Consolidate results and craft presentations that drive data-backed decision making
- Maintain and refine the company-wide financial model
- Build scenario model tools to evaluate new product and market initiatives
- Prepare management- and board-ready presentations summarizing performance, forecasts, and strategic initiatives
- Translate leadership questions into concise analyses and recommendations
- With guidance from senior team members, support special projects that analyze the impact of proposed business decisions
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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