CAIS
Transforming the world of alternative investing.
Alternatives Investments • Capital Markets • Structured Solutions • Financial Technology • Outsourced Service Provider
51 - 200
Structured Notes Product Specialist Associate - East
August 27
🏢 In-office - Manhattan
CAIS
Transforming the world of alternative investing.
Alternatives Investments • Capital Markets • Structured Solutions • Financial Technology • Outsourced Service Provider
51 - 200
Description
• Seeking a junior sales professional to join the Structured Notes team • Responsible for generating new business and supporting senior Product Specialists
Requirements
• A minimum of 2 years of experience in the financial services industry • Bachelor’s degree in business, economics, finance, or a related discipline • Strong background in fixed income, equity derivatives, and structured notes • Experience in wholesaling structured products, ETFs, mutual funds, or other financial products • Impeccable written and verbal communication skills • Excellent client service aptitude and attitude • High level of personal integrity and ability to consistently deliver high quality work product • Experience coordinating multiple competing priorities in a fast-paced and changing environment • Advanced working knowledge of Microsoft Office, specifically Excel • Client Relationship Manager system experience, specifically Salesforce • Series 7 and 63
Benefits
• 100% employer paid dental and vision insurance • Employer matched retirement plan • Wellness programs • Flexible PTO and generous parental leave • Hybrid in-office model
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