Internal Associate, Alternative Investments

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

Benefits offered by this job

Employer paid dental and vision insurance

Employer matched retirement plan

Generous PTO and parental leave

Job summary

A financial services leader is seeking an experienced internal sales professional in New York City. This role focuses on supporting senior sales team members while engaging with clients and driving new business initiatives. Candidates should have 2-3 years of experience in financial services, solid knowledge of alternative investments, and be detail-oriented. The position offers a competitive salary ranging from $100,000 to $140,000, along with a comprehensive benefits package including healthcare and generous PTO.

Qualifications

• 2-3+ years of experience in financial services or alternative asset management.
• Series 7 & 63 licenses required.
• Self-starter with a collaborative spirit.

Responsibilities

• Support senior members of the Business Development team.
• Develop knowledge of CAIS products and alternative assets.
• Act as a point of contact for existing investors.

Skills

Attention to detail

Client service attitude

Analytical skills

Communication skills

Organizational skills

Salesforce experience

Education

Bachelor’s degree in Economics, Finance, or Business

Tools

Microsoft Office

Job description

A financial services leader is seeking an experienced internal sales professional in New York City. This role focuses on supporting senior sales team members while engaging with clients and driving new business initiatives. Candidates should have 2-3 years of experience in financial services, solid knowledge of alternative investments, and be detail-oriented. The position offers a competitive salary ranging from $100,000 to $140,000, along with a comprehensive benefits package including healthcare and generous PTO.