Specialist I, Financial Reporting (REMOTE)
SEISalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset Management, Alternative InvestmentsIndustries
Requirements
Candidates should possess 5 or more years of external sales experience within the alternative investments industry, along with a Bachelor’s degree in business, economics, or finance. They must demonstrate exceptional organizational and interpersonal skills, impeccable written and verbal communication abilities, and a proactive approach to continuous professional development.
Responsibilities
The Alternative Investments Product Specialist will initiate and execute new client relationships with Registered Investment Advisors and Independent Broker Dealers, develop expertise on all CAIS investment products, prepare presentations and materials for client meetings, coordinate product launch strategies, assist in roadshows and conferences, and support client pitches and sales campaigns. They will also coordinate manager due diligence, assist in creating product marketing collateral, build relationships across multiple lines of business, and handle special projects as needed.
Skills
Client Relationship Management
Investment Products Knowledge
Product Launch Strategies
Due Diligence
Presentation Skills
Sales and Business Development
Financial Industry Knowledge
Conference Planning
Marketing Collateral Creation
Cross-functional Collaboration
CAIS
Platform for accessing alternative investments
About CAIS
CAIS provides a platform that simplifies access to alternative investments for financial advisors and wealth managers. This platform allows users to invest in asset classes such as private equity, hedge funds, real estate, and distressed debt, which are not typically included in traditional investment categories like stocks and bonds. CAIS's platform features a variety of investment options, a streamlined process for subscribing and reporting, and an educational tool called CAIS IQ that helps advisors understand the complexities of alternative investments. Unlike its competitors, CAIS emphasizes a thorough due diligence process to ensure that all funds on its platform meet high standards, which helps build trust with advisors and their clients. The goal of CAIS is to transform the investment experience for independent wealth managers and financial advisors, making it easier for them to diversify their clients' portfolios and improve investment outcomes.
Key Metrics
New York City, New YorkHeadquarters
2009Year Founded
$384.2MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees