Investments Research Assistant - Remote

Overview

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.

In Short

• Support the Investments team with research and administrative tasks.
• Maintain complex and detailed calendars for the team.
• Coordinate and manage both internal and external meetings.
• Create and format PowerPoint presentations and proposals.
• Assist in the preparation of materials for meetings.
• Arrange and oversee intricate domestic and international travel plans.
• Organize all facets of offsite conferences and external events.
• Process invoices and T&E expense claims for team members.
• Collaborate with the administrative assistants team for seamless operations.

Requirements

• Bachelor’s degree or equivalent experience.
• 0-2 years of administrative experience in a high-paced environment.
• Exceptional organizational skills and attention to detail.
• Ability to handle confidential information with discretion.
• Proficiency in Microsoft Office suite, especially PowerPoint.
• Experience in the finance industry or with alternative investments.
• Demonstrated experience in creating PowerPoint presentations.
• Experience with meeting preparation and coordination.

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.