Specialist I – Alternatives 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
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this position remote?
Yes, the position is remote and available in all locations.
What is the salary for this role?
This information is not specified in the job description.
What experience and skills are required for this position?
Candidates need 5+ years of external sales experience in the alternatives space, a Bachelor’s degree in business, economics, finance, or related field, exceptional organizational and interpersonal skills, impeccable communication skills, and must be a self-starter with a commitment to professional development.
What is the company culture like at CAIS?
This information is not specified in the job description.
What makes a strong candidate for this role?
A strong candidate will have 5+ years of external sales experience in alternatives, a relevant Bachelor’s degree, exceptional organizational and interpersonal skills, impeccable communication, and a self-starter mindset with commitment to continuous professional development.
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.
New York City, New YorkHeadquarters
2009Year Founded
$384.2MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Wellness Program
Paid Vacation
Parental Leave
Hybrid Work Options
Risks
Increased competition from fintech platforms may erode CAIS's market share.
Potential regulatory scrutiny could increase compliance costs for CAIS.
Economic downturns may reduce investor appetite for alternative investments, impacting revenue.
Differentiation
CAIS offers a comprehensive platform for alternative investments, streamlining advisor access.
The platform integrates due diligence by Mercer, ensuring high standards for investment options.
CAIS IQ provides personalized learning, enhancing advisors' understanding of complex investments.
Upsides
Partnership with Blackstone expands CAIS's offerings with top-tier investment strategies.
Integration with Orion broadens CAIS's reach to a wider advisor base.
Launch of Compass tool enhances advisors' asset allocation capabilities on the platform.
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