CAIS
Fund Delivery Senior Associate
New York, New York · Senior
Sponsorship not specified$122k-$149kDetected 29 days ago
Project ManagementJiraConfluenceSalesforceBusiness DevelopmentResearchLeadershipCommunicationCollaborationProblem SolvingCritical ThinkingPublic SpeakingSharePoint
About the role
- CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes.
- This role will work closely with many cross-functional leaders spanning Investment Originations, Sales, Relationship Management, Operations & Client Service, Technology, CAIS IQ, and Marketing.
- They thrive in fast paced environments, have uncanny attention to detail, and can juggle competing priorities without letting anything slip through the cracks.
Responsibilities
- Monitor and manage new projects from initiation to completion with minimal supervision
- Manage resources needed to meet business requirements, achieve stakeholder objectives and ensure satisfaction with support from supervisor or project sponsor.
- Escalate resource constraints to supervisor, and seek their support engaging resources
- Maintain project tracking tools and other internal and external resources including Confluence and Airtable to ensure timeframes are met (common tools: confluence, airtable, sharepoint, salesforce)
- Effectively and proactively communicate project status to stakeholders and manage expectations with project sponsor. Partners with supervisor for approach to managing executive level stakeholders.
- Maintain, circulate and file accurate, detailed notes including next steps/follow-ups during client calls
- Provide feedback to Platform Product Management, Marketing and/or Strategy in support of client and partner facing collateral on new solutions.
- Engage with clients and/or partners in collaboration with Sales, Marketing, Client Service, and Relationship Managers to propose and secure new strategic business opportunities
- Support business development lead with client prospects/calls or prospective partner firms related to solutions that focus on your domain expertise
- Engage in pre-sales sales support activity (art of possible, how API works, define best solution) based on priorities and as assigned via direction from leadership
Requirements
- Must have exceptional critical thinking and team-based problem-solving skills.
- Self-starter who takes initiative, learns quickly in a fast-paced environment and will implement new methods to improve ways of working.
Nice to have
- Prior experience in a small to mid-sized firm or startup environment preferred
Skills
- Become an expert on the CAIS platform, custom solutions and CAIS investment products
- Draft sales-oriented presentations geared toward specific client needs
- 2+ years of experience in project management / operations within financial services
- Bachelor's degree in business, economics, finance, or a related discipline required
- Experience with project management applications such as Jira, Asana, Monday or similar planning and tracking applications.
- Exceptional organizational and interpersonal skills
- Impeccable written and verbal communication skills
- Strong commitment to continuous professional development and improvement of the team
- Excellent relationship management aptitude and attitude
Compensation
- CAIS' compensation package includes a market competitive salary, a performance bonus, and exceptional benefits.
Benefits
- They are creative, entrepreneurial problem solvers, and are pro-active, service-oriented collaborators.
Company info
- We are seeking a highly driven, organized, and inquisitive team member to join our Fund Delivery team to deliver of new FinTech capabilities to and with clients and partners.
- Qualified applicants have a proven track record for leading complex onboarding and/or implementation projects within the financial services industry.
Visa & Work Authorization
- t business requirements, achieve stakeholder objectives and ensure satisfaction with support from supervisor or project sponsor
This listing is sourced directly from CAIS's careers page and normalized into a canonical job model.