Data Analyst, CAIS
$85-125k
+ Performance bonus
Alternative investment platform
Job no longer available
Alternative investment platform
501-1000 employees
Job no longer available
$85-125k
+ Performance bonus
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
- Our ideal candidate is a strong cross-functional communicator with a proven ability to solve open-ended problems in an elegant, scalable manner
- 2+ years of experience in data analysis or similar roles, preferably in the Technology or Financial Services industry
- Strong data modeling and reporting skills in a fast-paced environment
- Proficiency in SQL and data visualization tools to tell compelling data-driven stories
- Ability to understand complex ideas, break them down into actionable plans, and deliver solutions
- Excellent communication skills and the ability to build strong relationships with various teams across the organization
Desirable
- Bachelor’s degree in Data / Analytics, Data Science, Computer Science, Engineering, Management Information Systems or a related field
- Experience with cloud databases (e.g., Snowflake, AWS) and transformation tools (e.g., dbt)
- Experience with Tableau or similar Business Intelligence tools
- Experience with Lucidchart, Visio, or similar diagramming tools
- Familiarity with machine learning concepts and programming languages
What the job involves
- As the newest member of the team, you will partner with colleagues across the firm and be the creative thought leader ensuring that data-driven decisions are being made
- You will lead initiatives by partnering with teams across the firm like Operations, Marketing, Product, Finance, Sales and Engineering to provide them with the data modeling, reporting, and analytics support they need to make impactful decisions
- This is a great opportunity for the right person to enhance their skill set across Data Analytics, Data Engineering and Data Science - curiosity, creativity, and tenacious problem solving are a must!
- Enable data-driven decision-making by becoming an expert in Alternative Investments and CAIS data, leveraging this expertise to support stakeholder groups
- Develop and maintain business intelligence dashboards and reports to effectively communicate trends, patterns, and predictions using relevant data
- Partner with business stakeholders to gather requirements, execute analytics requests, and provide domain expert support
- Work with the Product and Engineering teams to roll out new products/services to our platform, support data migration activities, and monitor their success through reporting or events tracking
- Collaborate with cross-functional teams on data governance and cataloging efforts by mapping out data assets in need of proper ownership and definitions, developing data governance policies, and promoting its adoption firm-wide
- Contribute to building our Data practice by creating training materials, customer-facing assets, and internal resources
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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