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Alternative Investments Internal Associate
Company | CAIS |
Address | New York, NY, United States |
Employment type | FULL_TIME |
Salary | |
Category | Technology, Information and Internet |
Expires | 2023-08-25 |
Posted at | 9 months ago |
CAIS is building the first truly open marketplace for alternative investments, where financial advisors and asset managers engage and transact directly on a massive scale. 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; thus, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry leading learning system, CAIS IQ, that helps advisors learn faster, remember longer, and improve client outcomes.
- 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
- Provide support to senior members of the Business Development team whose objective is to build and deepen relationships with CAIS clients and prospects
- High degree of intellectual curiosity
- 2+ years of applicable experience, alternative asset management or private wealth management industry preferred
- Well organized and detail oriented
- Exceptional analytical and problem-solving skills
- Enthusiastic about developing and implementing ideas
- Excellent oral and written communication skills
- Series 7 & 63 licenses
- Proficiency in Microsoft Office applications
- A Bachelor's degree; concentrations in Economics, Finance or Business
- Knowledge of finance, investment management industry, and Alternatives is highly desirable
- Hard working and eager to learn in a highly intellectual, collaborative environment
- Salesforce experience a plus
- Self-starter, able to work autonomously as well as within a team
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