{"id":452794,"url":"https://alion.io/job/cais-alternative-investments-internal-associate","title":"Alternative Investments - Internal Associate","company":{"id":174477,"name":"CAIS","domain":"caisgroup.com","url":"https://alion.io/company/cais-2","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":6,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-25T05:49:26Z"}},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":100000,"max":140000,"currency":"USD","period":"year","gross":null,"usd_annual":140000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-03-16T19:49:54Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-10-25T19:53:18Z","board_verified":true,"closed_at":null,"days_open":223,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":222},"description":"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 througha 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.\nWe 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.\nResponsibilities\nProvide support to senior members of the Business Development team whose objective is to build and deepen relationships with CAIS clients and prospects\nDevelop exceptional CAIS product knowledge, alternative asset class knowledge, and industry knowledge\nAct 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\nCoordinate client meetings and conference calls with CAIS clients and Asset Managers on the platform\nLeverage 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.\nQualifications\n2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred\nA Bachelor’s degree; concentrations in Economics, Finance or Business\nSeries 7 & 63 licenses required\nHigh degree of intellectual curiosity\nProficiency in Microsoft Office applications\nSalesforce experience a plus\nHard working and eager to learn in a highly intellectual, collaborative environment\nWell organized and detail oriented\nEnthusiastic about developing and implementing ideas\nSelf-starter, able to work autonomously as well as within a team\nExceptional analytical and problem-solving skills\nExcellent oral and written communication skills\nKnowledge of finance, investment management industry, and Alternatives is highly desirable\nDemonstrated ability to use AI tools in a professional context - for research synthesis, meeting preparation, CRM hygiene, or communications. At CAIS, AI fluency is a baseline expectation at every level, not a differentiator.\nCAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers. \nCAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is$100,000 - $140,000 per year. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. \nCAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do require a minimum of 3 days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers. \nWe use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.","description_format":"text","description_chars":5226,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Parental leave","Retirement plans","Vision insurance","Wellness"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-06T09:06:25Z"}],"visa":[],"liveness":{"score":4,"band":"cold","label":"Long shot","p_open":1,"p_active":0.138,"p_room":0.28,"age_days":222,"expected_fill_days":28,"reasons":["conf:1","velocity","win:tail","crowd:junior"],"computed_at":"2026-10-25T05:49:26Z"},"pay":{"stated_usd_annual":140000,"is_top_pay":true},"html_url":"https://alion.io/job/cais-alternative-investments-internal-associate","json_url":"https://alion.io/job/cais-alternative-investments-internal-associate.json","meta":{"generated_at":"2026-10-25T19:54:50Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":28111,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-26T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":174477},"rest":"https://alion.io/mcp/rest/get_company?id=174477"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcais-alternative-investments-internal-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcais-alternative-investments-internal-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcais-alternative-investments-internal-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cais-alternative-investments-internal-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcais-alternative-investments-internal-associate"}]}