Software Engineer, CAIS
AI Agents
$150-170k
Alternative investment platform
Be an early applicant
Alternative investment platform
201-500 employees
Be an early applicant
$150-170k
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
- Strong Python programming experience, with a deep understanding of data structures and algorithms
- Prompt engineering experience with an intuitive grasp of LLM behaviour and understanding of patterns such as ReACT, Chain-of-Thought (CoT), function calling, Text2SQL and intelligent routing
- Experience with open-source frameworks such as LangChain and LlamaIndex
- Generative AI/LLM test-case and validation experience
- Understanding of cloud deployment such as Kubernetes, Docker and/or cloud ML platforms such as Amazon bedrock
- Understanding of retrieval augmented generation (RAG) and related topics such as chunking strategies, hybrid indexing, graph RAG and agentic RAG
- Exceptional attention to code quality and emphasis on adhering to established software design patterns
- Hands-on experience developing production-grade systems in one or more of the above areas
- BS in Computer Science or a related field
What the job involves
- At CAIS, we are transforming how financial advisors and institutions access and manage alternative investments
- As a Software Engineer – AI Agents, you will be at the forefront of integrating cutting-edge AI technologies into our platform, driving efficiency, intelligence, and automation across alternative asset management workflows
- This role is an opportunity to shape the future of AI-driven finance, building agentic systems that streamline research, decision-making, and operational processes
- You will work alongside world-class engineers, data scientists, and product leaders, applying advanced AI techniques to deliver meaningful impact across the industry
- Develop next-generation AI Agents to deliver a combination of capabilities to research structured and unstructured data
- Design, develop, and optimize algorithms that strategically prompt LLMs to execute complex, multi-step reasoning tasks, agentic workflows and chains efficiently
- Write high quality, modular code to capture agentic design patterns into reusable, maintainable, production-ready code
- Prototype AI-driven experiences rapidly, collecting user feedback to refine capabilities
- Implement robust evaluation systems for AI agents, leveraging both in-house and third-party tools
- Ensure AI performance and reliability, carefully crafting comprehensive end-to-end and unit test-cases for agents and related sub-components
- Prepare structured and unstructured data for retrieval-augmented generation (RAG) and other agentic chains and workflows
- Deploy AI-powered solutions to the cloud with a focus on latency, scalability, and security
- Stay ahead of AI innovation, continuously evolving our agentic models based on the latest Generative AI research and tools for optimal LLM invocation
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.
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