Fund Onboarding Associate at CAIS

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FinTech, Alternative InvestmentsIndustries

Requirements

Proven track record for leading complex projects within the financial services industry
Thrive in fast-paced environments
Uncanny attention to detail
Ability to juggle competing priorities without letting anything slip through the cracks
Creative, entrepreneurial problem solvers
Proactive, service-oriented collaborators
Highly driven, organized, and inquisitive

Responsibilities

Monitor and manage new solutions projects from initiation to completion with minimal supervision
Participate in scoping solutions projects including development of business requirements and translation to technical needs. Review project details with supervisor
Participate in the discovery phase, gather and analyze requirements, provide recommendations for scope/solutions to supervisor
Manage resources needed to meet business requirements, achieve stakeholder objectives and ensure satisfaction with support from supervisor or project sponsor
Perform people and client relationship management within projects
Escalate resource constraints to supervisor, and seek their support engaging resources
Maintain project tracking tools and other internal and external resources including Confluence and Airtable to ensure timeframes are met (common tools: Confluence, Airtable, SharePoint, Salesforce)
Identify risks to project deliverables and raise to management and key stakeholders. Offer recommendations to plan mitigation efforts (work with manager to come up with mitigation strategies, coordinating stakeholders and managing execution)
Effectively and proactively communicate project status to stakeholders and manage expectations with project sponsor. Partner with supervisor for approach to managing executive level stakeholders
Network with key contacts within area of expertise. Adapt style and consult with supervisor in delivering messages that relate to the wider firm business
Maintain, circulate and file accurate, detailed notes including next steps/follow-ups during client calls
Draft updates / translate notes to share with supervisor for proof prior to socialization
Provide feedback to Platform Product Management, Marketing and/or Strategy in support of client and partner facing collateral on new solutions
Collect and define content to be included in training materials (integration / user guides), detailed platform experience for similar clients as well as broader wins / lessons learned to be used in future sales discussions
Track and update supervisor on status of technology and operations requests including configuration, enhancements, and break-fix issues according to client specifications during the testing process and immediately following launch

Skills

Project Management

Business Requirements

Requirements Gathering

Stakeholder Management

Financial Services

FinTech

Cross-functional Collaboration

Solution Delivery

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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