CAIS

Platform Solutions and Operations Analyst

New York, New York, United States

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Requirements

Candidates should possess 2+ years of experience in solutions or operations within the financial services industry, with knowledge of alternative funds being a plus. Strong critical thinking, problem-solving, and organizational skills are required, along with a proactive and self-starting attitude suitable for fast-paced environments. Experience with data analysis tools such as Excel, SQL, and Tableau, and the ability to quickly learn and apply new technologies to build effective solutions is also necessary.

Responsibilities

The Platform Solutions and Operations Analyst will support Platform Operations across Pre-Trade, Trade, and Post-Trade phases, delivering timely and professional support to clients and partners. They will independently facilitate and manage projects from initiation to completion, anticipating resource needs and communicating project status and risks proactively to stakeholders. This role involves collaborating with stakeholders across various departments to define requirements, develop solutions like dashboards, reports, and process automation, and support new solution deliveries. The analyst will conduct business and data analysis to troubleshoot issues, support data-driven decision-making, and optimize operations through innovative solutions, while maintaining comprehensive documentation in platforms like Confluence, SharePoint, and Airtable. Furthermore, they will develop and maintain strong relationships internally and externally, and provide clear and proactive communication to ensure alignment and stakeholder satisfaction, and contribute to special projects as needed based on skills and interests.

Skills

Project Management
Data Analysis
Process Automation
Stakeholder Collaboration
Operational Support
Business Analysis
Financial Services Industry Knowledge

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

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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