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 a highly driven, organized, and inquisitive team member to join our Fund Delivery team to deliver of new FinTech capabilities to and with clients and partners. This role will work closely with many cross-functional leaders spanning Investment Originations, Sales, Relationship Management, Operations & Client Service, Technology, CAIS IQ, and Marketing. Qualified applicants have a proven track record for leading complex onboarding and/or implementation projects within the financial services industry. They thrive in fast paced environments, have uncanny attention to detail, and can juggle competing priorities without letting anything slip through the cracks. They are creative, entrepreneurial problem solvers, and are pro-active, service-oriented collaborators. Responsibilities <ul> <li>Monitor and manage new projects from initiation to completion with minimal supervision </li> <li>Participate in scoping solutions including development of business requirements and translation to technical needs. Review project details with supervisor. </li> <li>Participate in the discovery phase, gather and analyze requirements, provide recommendations for scope/solutions to supervisor. </li> <li>Manage resources needed to meet business requirements, achieve stakeholder objectives and ensure satisfaction with support from supervisor or project sponsor. </li> <li><span data-contrast=

Fund Delivery Senior Associate

Job Description