Alternative Investments - Internal Associate

CAIS; New York (NY); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Generously subsidized healthcare

100% employer paid dental and vision insurance

Employer matched retirement plan

Wellness programs

Generous PTO and parental leave

Job summary

A leading financial services firm in New York City is seeking an experienced Internal Associate for their Alternative Investments Product Specialist team. This role involves supporting business development efforts, providing exceptional product knowledge, and acting as a contact for existing investors. The ideal candidate should have 2-3 years of financial services experience, a Bachelor’s degree in a relevant field, and required Series 7 & 63 licenses. The firm offers a competitive salary range of $100,000 - $140,000 along with comprehensive benefits.

Qualifications

• 2-3+ years of experience in alternative asset management or private wealth management preferred.
• Series 7 & 63 licenses required.
• High degree of intellectual curiosity.

Responsibilities

• Support senior members of the Business Development team in client relationships.
• Develop exceptional knowledge of CAIS products and alternative asset classes.
• Coordinate responses to all investor inquiries.

Skills

Attention to detail

Client service attitude

Analytical skills

Problem-solving skills

Self-starter

Education

Bachelor’s degree in Economics, Finance or Business

Tools

Microsoft Office

Job description

Alternative Investments - Internal Associate

New York City

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry‑leading technology, operational efficiency, and world‑class client service throughout the pre‑trade, trade, and post‑trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.

We are seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team. Qualified applicants will have at least two years of experience in financial services and the capacity to understand a diverse range of technical investment products. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process. Qualified candidates will have excellent attention to detail and organization skills, a great client service attitude and entrepreneurial spirit.

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

Qualifications

• 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
• Series 7 & 63 licenses required
• High degree of intellectual curiosity
• Proficiency in Microsoft Office applications
• 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

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $100,000 - $140,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we require a minimum of 3 days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.

CAIS is committed to building an inclusive, diverse, and equitable workplace where everyone can thrive. To help us understand and enhance our recruitment efforts, we collect demographic information during the application process. This data helps us identify opportunities to ensure equitable hiring practices and measure our progress toward a more inclusive environment.

Your responses are completely voluntary and will not impact your candidacy for a position. This data is anonymized and aggregated. By sharing this information, you help us create a workplace that reflects the diverse world we live in and better serves our clients and community.

Thank you for supporting our commitment to diversity, equity, and inclusion.