CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets. We are seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team. Qualified applicants will have at least two years of experience in financial services and the capacity to understand a diverse range of technical investment products. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process. Qualified candidates will have excellent attention to detail and organization skills, a great client service attitude and entrepreneurial spirit. Responsibilities <ul> <li>Provide support to senior members of the Business Development team whose objective is to build and deepen relationships with CAIS clients and prospects</li> <li>Develop exceptional CAIS product knowledge, alternative asset class knowledge, and industry knowledge</li> <li>Act as a point of contact for existing investors and be responsible for leveraging the full resources of the firm to coordinate responses to all investor inquiries</li> <li>Coordinate client meetings and conference calls with CAIS clients and Asset Managers on the platform</li> <li>Leverage AI tools to support research, prep materials for client and manager calls, and surface insights from CAIS platform data - freeing your time for the relationship and judgment work that creates real value.</li> </ul> Qualifications <ul> <li>2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred</li> <li>A Bachelor’s degree; concentrations in Economics, Finance or Business</li> <li>Series 7 & 63 licenses required</li> <li>High degree of intellectual curiosity</li> <li>Proficiency in Microsoft Office applications</li> <li>Salesforce experience a plus</li> <li>Hard working and eager to learn in a highly intellectual, collaborative environment</li> <li>Well organized and detail oriented</li> <li>Enthusiastic about developing and implementing ideas</li> <li>Self-starter, able to work autonomously as well as within a team</li> <li>Exceptional analytical and problem-solving skills</li> <li>Excellent oral and written communication skills</li> <li>Knowledge of fin

Alternative Investments - Internal Associate

Job Description