Alternative Investments Product Specialist

Summary

Join CAIS' Alternative Investments Product Specialist team to drive success in the world of alternative investments by building new business opportunities and delivering exceptional client service.

Requirements

• 5+ years of external sales experience in the alternatives space
• Bachelor’s degree in business, economics, finance, or a related discipline required
• Exceptional organizational and interpersonal skills
• Impeccable written and verbal communication skills
• Self-starter who takes initiative and learns quickly in a fast-paced environment
• Strong commitment to continuous professional development and improvement of the team
• Excellent client service aptitude and attitude
• Excellent working knowledge of Microsoft Suite and Salesforce
• Series 7 and 63

Responsibilities

• Initiate and execute new client relationships within Registered Investment Advisors and Independent Broker Dealers in designated territory
• Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, ’40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information
• Prepare presentations and materials for client meetings
• Coordinate and execute tailored product launch strategies
• Coordinate manager due diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best in class investment products to our clients
• Assist in the planning and execution of roadshows and conferences
• Assist in the creation of product marketing collateral
• Work alongside the sales team on client pitches, product positioning and sales campaigns
• Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding
• Special projects and additional responsibilities to be determined based on capacity, skill, and interest

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