Alternative Investments Internal Associate

Summary

Join the Alternative Investments Product Specialist team at CAIS as an internal sales professional to support senior members of the Business Development team and drive new business by aiding the sales process. The ideal candidate will have a minimum of two years of experience in financial services, excellent attention to detail and organization skills, and a great client service attitude.

Requirements

• 2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred
• A Bachelor’s degree; concentrations 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 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
• Knowledge of finance, investment management industry, and Alternatives is highly desirable

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
• Act as a point of contact for existing investors and be responsible for leveraging the full resources of the firm to coordinate responses to all investor inquiries
• Coordinate client meetings and conference calls with CAIS clients and Asset Managers on the platform

Benefits

• Generously subsidized healthcare with 100% employer paid dental and vision insurance
• An employer matched retirement plan
• Wellness programs
• Generous PTO and parental leave
• Flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week