Data Platform Solutions Lead

CAIS; New York (NY); Hybrid; USD 170,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Retirement plan

Paid time off

Parental leave

Hybrid in-office model

Wellness programs

Job summary

CAIS is seeking a Data Platform Solutions Lead to join our Data Team in New York. You will design and implement scalable data models, drive data governance, and build AI-ready data solutions that empower analytics, reporting, and downstream applications.

You will collaborate with Product, Engineering, Finance, Sales, and Operations to translate business needs into scalable data products and internal tools. Key focus includes applying AI to governance, modeling, and automation, with hands-on work

Qualifications

• Experience applying AI tools in a data context, including governance, modeling, or pipeline development.
• Experience in data engineering, analytics engineering, or data architecture, ideally in financial services/fintech.
• Strong SQL skills; Snowflake experience for warehousing and transformation.
• Hands-on experience with dbt for modeling and workflow management.

Responsibilities

• Design scalable data models to structure raw data into clean, well-documented assets powering analytics and reports.
• Lead data governance initiatives: ownership, quality standards, and a discoverable data catalog.
• Collaborate with Data Engineering to ensure governed data assets are ready for downstream integration.
• Actively leverage AI tools across data modeling, governance, documentation, exploration, and tooling.
• Develop internal data tools and products to improve data access and usage across the firm.

Skills

SQL

Snowflake

dbt

Data governance

Data modeling

Data pipelines

AI tools usage

Communication

Tools

DataHub

Collibra

Alation

Python

Tableau

Job description

CAIS is the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience. CAIS provides advisors with a broad selection of alternative investment strategies, including private equity, private credit, real estate, infrastructure, hedge funds, and structured notes. CAIS supports over 50,000 advisors who oversee more than$6 trillionin network assets.

Role Overview

We are looking to hire a Data Platform Solutions Lead into our Data Team. In this role, you will work at the intersection of data governance, data modeling, and internal tool development — designing and building solutions that make CAIS's data ecosystem more structured, trustworthy, and useful across the organization. AI is central to how we work and what we build — we expect this person to activelyleverageAI tools in their day-to-day work and to play a key role in ensuring our data foundation is structured and governed to support CAIS's broader AI initiatives. You will collaborate closely with stakeholders across Product, Engineering, Finance, Sales, and Operations to translate business needs into scalable, AI-ready data solutions.

Key Responsibilities

• Design and implement scalable data models that structure raw data into clean, well-documented assets powering analytics, reporting, and downstream applications.
• Own and drive CAIS’s data governance initiatives, including defining data ownership, establishing quality standards, and maintaining a well-cataloged and discoverable data environment.
• P artne r with the Data Engineering team to ensure governed data assets are structured and ready for downstream integration.
• Actively leverage AI tools across all aspects of your work — from data modeling and governance to documentation, exploratory analysis, and tool development.
• Contribute to and guide the development of internal tools and data products that improve how teams across the firm access and act on data — including AI-assisted workflows and automation.
• Ensure data assets are structured, governed, and well-documented to support AI and machine learning use cases, serving as a key enabler of the firm’s AI initiatives.
• Define and enforce data quality checks, identify inconsistencies, and drive resolution across pipelines.
• Partner with business and technical stakeholders to translate requirements into practical data solutions.
• Document data assets, business definitions, and architectural decisions to support a sharedunderstanding of the data ecosystem.

Skills & Experience Required

• Demonstrated experience applying AI tools in a data context — including data governance, data modeling, or pipelinedevelopment witha track recordof leveraging AI to drive efficiency and better outcomes.
• Experiencein data engineering, analytics engineering, or a data architecture role, ideally within financial services or fintech.
• Strongproficiencyin SQL and experience with Snowflake for data warehousing and transformation.
• Hands-on experience withdbtfor data modeling and workflow management.
• Working knowledge of data governance concepts andtooling;experience with platforms likeDataHub, CollibraorAlationis a plus.
• Demonstrated ability to build internal tools or data products that solve practical business problems.
• Strong communicationskills with the ability to engage both technical and non-technical stakeholders.

Highly Advantageous Skills

• Familiarity with Python for data processing or automation.
• Experience with BI and data visualization tools such as Tableau.

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 authenticselvesand 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.

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If youare located inNew York, New York, the base salary range for this role is $170,000– $200,000.

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 dorequirea minimum of 3 days in either our New York City or Austin office per week.

For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers .

We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications.These tools are used to improve efficiency and consistency, but they do not replace human judgement.All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.