Alternative Investments - Internal Associate

The role

This person will support senior members of the Business Development team and serve as a point of contact for existing investors. They will help drive new business by aiding the sales process and leveraging AI tools for research and insights.

What you will do

• Provide support to senior members of the Business Development team
• Develop product, alternative asset class, and industry knowledge
• Act as a point of contact for existing investors
• Coordinate client meetings and conference calls with clients and Asset Managers
• Leverage AI tools to support research and prep materials

Required qualifications

• A Bachelor’s degree
• Series 7 & 63 licenses required
• Proficiency in Microsoft Office applications
• Hard working and eager to learn
• 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
• Demonstrated ability to use AI tools in a professional context

Nice to have

• 2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred
• Salesforce experience a plus
• Knowledge of finance, investment management industry, and Alternatives is highly desirable

Benefits

• Market competitive salary
• Performance bonus
• Subsidized healthcare
• 100% employer paid dental and vision insurance
• Employer matched retirement plan
• Wellness programs
• Generous PTO
• Parental leave

About the company

CAIS is a pioneer in democratizing access to and education about alternative investments for independent financial advisors. The company provides a broad selection of alternative investment strategies and industry-leading technology solutions.