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Investment Associate - Alternative Investments - Remote

Posted 6 weeks ago
Finance / Legal
Full Time
NY, USA
$100,000 - $125,000/year

Overview

CAIS is seeking an Associate to join the Investments team, responsible for sourcing, reviewing, monitoring, and engaging alternative asset managers and investment strategies, to ensure best in class investment products for our clients.

In Short

  • Contributing member of the CAIS Alternative Investment Manager Research team.
  • Act as key team member in sourcing managers and drafting investment memos.
  • Coordinate and support manager and fund due diligence.
  • Work closely with third-party research partners.
  • Conduct ongoing oversight of alternative investment products.
  • Help maintain the team’s research database.

Requirements

  • 3-5+ years of experience in financial markets with alternative investments.
  • Broad investment management and financial market knowledge.
  • Understanding of alternatives marketplace and regulatory environment.
  • Self-starter with ability to manage competing priorities.
  • Strong analytical and quantitative skills.
  • Strong written and verbal communication skills.
  • Bachelor’s degree in Finance, Economics, Business, or Accounting preferred.
  • Series 7 & Series 63 (or ability to obtain within 6 months).

Benefits

  • Market competitive salary and performance bonus.
  • Generously subsidized healthcare with 100% employer paid dental and vision insurance.
  • Employer matched retirement plan.
  • Wellness programs and generous PTO.
  • Flexible, hybrid in-office model.
CAIS logo

CAIS

CAIS is a pioneering firm dedicated to democratizing access to alternative investments and education for independent financial advisors. By providing a diverse range of alternative investment products and technology solutions, CAIS empowers over 50,000 advisors managing more than $6 trillion in assets to engage with leading asset managers effectively. The company emphasizes operational efficiency, exceptional client service, and a collaborative culture, making it a recognized Best Place to Work. CAIS is committed to fostering an inclusive environment that encourages innovation and growth.

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