Inside Sales Associate – Alternative Investments

CAIS; New York (NY); Hybrid; 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

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.