Fund Onboarding Vice President - New York at CAIS

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

6+ years of experience in project management or operations within financial services
Bachelor’s degree in Business, Economics, or Finance

Responsibilities

Lead end-to-end project delivery from initiation to completion with minimal supervision, ensuring alignment with client and business objectives
Collaborate with clients and internal teams to define project scope, develop strategic solutions, and oversee pre-trade, trade, and post-trade requirements for seamless product onboarding
Act as the client liaison, advising on priorities, balancing needs with resources, and managing project documentation to ensure effective tracking and communication
Develop in-depth knowledge of CAIS’s products and platform capabilities, staying informed about current functionalities and upcoming enhancements
Identify opportunities for process improvements, overseeing requests for automation, configuration, and technical resolutions
Support business development efforts, offering expertise during pre-sales to tailor solutions for client needs
Maintain project tracking tools and other internal and external resources (e.g., Confluence, SharePoint, Airtable) to ensure deadlines are met

Skills

Project Management

Financial Services

Fund Onboarding

Client Collaboration

Confluence

SharePoint

Airtable

Process Improvement

Automation

Business 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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