Partner Experience Analyst / Associate, CAIS
$75-125k
Salary dependent on experience + performance bonus
3 days a week in office
Alternative investment platform
Open for applications
Alternative investment platform
501-1000 employees
Open for applications
$75-125k
Salary dependent on experience + performance bonus
3 days a week in office
501-1000 employees
Company mission
To democratise 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 candidate is equally comfortable owning a partner relationship end-to-end and driving a cross-functional platform delivery project
- Analyst — 0–2 years in client service, solutions/operations, or platform configuration within financial services (relevant internship or academic background considered)
- Bachelor's degree in business, economics, finance, computer science, or related discipline required
- Genuine interest in financial services, alternative investments, and technology transformation
- Build effective working relationships with immediate team members, partners, and cross-functional stakeholders; communicate clearly and ask for help when needed
- Completes assigned tasks reliably and keeps status current in CRM and tracking tools; raises obvious blockers early
- Comfortable with Microsoft Office, CRM tools, and basic data validation; raises data quality issues for the team
- Exemplary oral, written, and interpersonal communication skills, including the ability to translate technical detail for non-technical audiences
- FINRA Series 7, 63 preferred, or within 6 months of hire (requirement is role dependent)
- Prior experience in a small to mid-sized firm, startup environment, or relevant internship preferred
- Builds working relationships with partners and internal stakeholders beyond the immediate team; routinely updates partners on status and negotiates smaller-scope requests independently
- Writes repeatable queries and supports test runs and data validation for platform configuration changes
- Produces and maintains SOPs and checklists for assigned partner and platform areas; documents learnings and mentors newer Analysts
- Associate — 3–5 years (all Analyst qualifications, plus:)
- Alternative investments/fund knowledge and direct experience with platform configuration or data analysis required
- Skilled at building trusted relationships and managing multiple partner relationships concurrently, while also leading medium-scope platform or process delivery projects
- Owns service delivery, escalation resolution, and platform configuration for an assigned book of partners with minimal oversight
- Advanced working knowledge of Microsoft Office, CRM programs, and data analysis tools (Excel, SQL, Tableau)
What the job involves
- CAIS is always looking for the next game changer to join our growing Partner Experience team. This is a dual-hatted role that combines the relationship-driven side of Partner Experience (owning partner relationships, service delivery, and escalations) with the technical, platform-facing side (configuring the CAIS platform, driving process improvements and automation) into a single point of accountability
- Serve as the primary point of contact and relationship owner for financial advisors, firms, and partners across the Alternatives Ecosystem
- Own service delivery and escalation management for an assigned set of partners and/or processes — ensuring timely resolution and consistently high-quality experience
- Develop working expertise in the CAIS platform, investment products, and the alternatives ecosystem to lead client and partner education, training, and platform demos
- Configure and connect the CAIS platform for partners and lifecycle phases: platform configuration, firm/user/fund permissions, connectivity scoping, and integration and workflow testing
- Own document and data digitization work, and document/approval workflow design, for assigned partner segments
- Perform business and data analysis to troubleshoot problems, build reports, and support data-driven decisions
- Provide issue monitoring and technical issue support for partner-facing platforms and data issues
- Proactively communicate with partners on status, changes, and issues; provide consultative guidance on how to get the most from the CAIS platform
- Drive product and process improvements, automation, and adoption of new tools — including Digital Workforce and AI/agentic capability
- Identify recurring partner pain points and engage with Technology and Transformation to resolve
- Lead and support platform delivery projects, from scoping requirements through launch, in partnership with Technology, Product, and Relationship Management
- Build relationships across internal teams — Sales, Transformation, Product, Technology and Enablement teams — needed to resolve partner needs end-to-end
- Maintain process and technical documentation and accurately track case/interaction in CRM and collaboration tools (e.g., Airtable, SharePoint)
- Additional responsibilities are 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 utilising 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 digitising 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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