Alternative Investments Internal Associate

April 25

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CAIS

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Transforming the world of alternative investing.

Alternatives Investments • Capital Markets • Structured Solutions • Financial Technology • Outsourced Service Provider

51 - 200

💰 Private Equity Round on 2022-06

Description

• Provide support to senior members of the Business Development team • Develop exceptional CAIS product knowledge, alternative asset class knowledge, and industry knowledge • Act as a point of contact for existing investors • Coordinate client meetings and conference calls with CAIS clients and Asset Managers on the platform

Requirements

• 2-3+ years of applicable experience in alternative asset management or private wealth management industry • Bachelor’s degree in Economics, Finance, or Business • High degree of intellectual curiosity • Proficiency in Microsoft Office applications • Salesforce experience a plus • Series 7 & 63 licenses REQUIRED • 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 • Knowledge of finance, investment management industry, and Alternatives

Benefits

• Market competitive salary • Performance bonus • Generously subsidized healthcare with 100% employer paid dental and vision insurance • Employer matched retirement plan • Wellness programs • Generous PTO and parental leave • Flexible, hybrid in-office model