VP of Investment Research, CAIS
$125-175k
Office located in New York City, NY
Alternative investment platform
Open for applications
Alternative investment platform
201-500 employees
Open for applications
$125-175k
Office located in New York City, NY
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
- Qualified candidates for the Alternative Investment Manager Research group should have experience within the alternative investments landscape conducting hedge fund and/or private markets research and due diligence with an understanding of the needs of wealth management advisors
- Candidates should be passionate about understanding a diverse range of technical investment products and enjoy the manager research and due diligence process
- Strong written and verbal communication is imperative, as the role requires constant communication with a wide range of stakeholders
- 5+ years of experience in financial markets with experience in alternative investments, including hedge fund and/or private markets strategies
- Broad investment management and financial market knowledge across asset classes
- An understanding of alternatives marketplace and regulatory environment
- Self-starter with ability to work independently and collaboratively to manage competing priorities in a fast-paced environment
- Strong analytical and quantitative skills; detail oriented
- Strong written and verbal communication skills to articulate the benefits of complex investment products
- Bachelor’s degree in finance, Economics, Business, or Accounting preferred
- Demonstrated progress in CFA, CPA, CAIA, CFP, and/or CIMA strongly preferred
- Series 7 & Series 63 (or Series 66) or ability to obtain within 6 months of hire
What the job involves
- CAIS is seeking a Vice President to join the Investments team, responsible for sourcing, reviewing, monitoring, and engaging alternative asset managers and investment strategies, to ensure best in class investment products for our clients
- Contributing member of the CAIS Alternative Investment Manager Research team, with responsibilities throughout the screening, due-diligence, and oversight process
- Evaluate, analyze, and conduct thorough due diligence on private markets opportunities across co-investments, secondary, and primary investments
- Develop, review, and refine financial models to deliver accurate valuation analyses and provide strategic investment recommendations
- Actively participate in the entire investment research and modeling process, collaborating closely with CAIS portfolio managers, the investment committee, and the valuation committee from initiation through completion
- Represent CAIS at general partner annual meetings, building an external presence and gaining insights into market trends and emerging investment opportunities
- Lead and collaborate with asset class coverage associates to support research, due diligence, and underwriting efforts, ensuring alignment with strategic goals
- Partner closely with Product Origination to cultivate relationships with sponsors, enhancing the firm’s ability to identify and secure co-investment and other opportunities
- Act as key team member in sourcing managers, performing initial screening, and drafting of investment committee memos making recommendations for further consideration by senior leadership
- Coordinate and support manager and fund due diligence, through detailed calls and meetings with the portfolio management team, review of all fund documentation, and qualitative and quantitative analysis
- Work closely with the firm’s third-party research partners and resources
- Conduct ongoing oversight of available alternative investment products on the CAIS platform and draft product performance updates
- Help maintain the team’s research database
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
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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