CAIS
Alternative Investments - Internal Associate
New York City
Sponsorship not specified$100k-$140kDetected 35 days ago
SalesforceCRMSalesBusiness DevelopmentResearchCommunicationProblem SolvingMicrosoft Office
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.
- Qualified candidates will have excellent attention to detail and organization skills, a great client service attitude and entrepreneurial spirit.
- At CAIS, AI fluency is a baseline expectation at every level, not a differentiator.
Responsibilities
- Provide support to senior members of the Business Development team whose objective is to build and deepen relationships with CAIS clients and prospects
- Develop exceptional CAIS product knowledge, alternative asset class knowledge, and industry knowledge
- Leverage AI tools to support research, prep materials for client and manager calls, and surface insights from CAIS platform data - freeing your time for the relationship and judgment work that creates real value.
Requirements
- A Bachelor's degree
- Series 7 & 63 licenses required
- High degree of intellectual curiosity
- Proficiency in Microsoft Office applications
- Knowledge of finance, investment management industry, and Alternatives is highly desirable
- Demonstrated ability to use AI tools in a professional context - for research synthesis, meeting preparation, CRM hygiene, or communications.
- concentrations in Economics, Finance or Business
- Hard working and eager to learn in a highly intellectual, collaborative environment
- Well organized and detail oriented
- Enthusiastic about developing and implementing ideas
- Self-starter, able to work autonomously as well as within a team
- Exceptional analytical and problem-solving skills
- Excellent oral and written communication skills
Nice to have
- 2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred
- Salesforce experience a plus
Compensation
- CAIS' compensation package includes a market competitive salary, a performance bonus, and exceptional benefits.
This listing is sourced directly from CAIS's careers page and normalized into a canonical job model.