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Recently posted jobs
Fintech • Software • Financial Services
The role involves initiating client relationships, developing product expertise, preparing client materials, coordinating product launches, and supporting sales efforts in alternative investments.
Fintech • Software • Financial Services
The Fund Controlling Associate will manage fund accounting for alternative investments, lead onboarding of new products, conduct financial analyses, oversee audits, and enhance operational processes.
Fintech • Software • Financial Services
The role involves building relationships with RIAs and family offices, driving platform adoption, and collaborating with internal teams on investment offerings.
Fintech • Software • Financial Services
The Client Service Associate will support clients by processing requests, facilitating trades, and enhancing their experience with the CAIS platform while collaborating with various teams.
Fintech • Software • Financial Services
The role involves delivering exceptional client service across all investment processes, managing client relationships, and collaborating with internal teams to enhance service delivery.
6 Days AgoSaved
Fintech • Software • Financial Services
The Vice President will manage partner relationships, ensure satisfaction, improve processes, and support project management within the alternative investments space.
Fintech • Software • Financial Services
The Systems and Workflow Optimization Associate optimizes business processes using Airtable and AI tools, enhances documentation, and collaborates cross-functionally.
Fintech • Software • Financial Services
The role involves sourcing, reviewing, and overseeing alternative asset managers and investment strategies, requiring strong communication and analytical skills.
Fintech • Software • Financial Services
Lead delivery of new FinTech capabilities while managing complex projects in financial services, collaborating across departments, and ensuring client satisfaction.
Fintech • Software • Financial Services
The Portfolio Implementation Senior Associate will optimize portfolio construction, execution, and risk management while collaborating across multiple teams and enhancing workflows through technology-driven solutions.
Fintech • Software • Financial Services
The Structured Notes Compliance Professional will oversee compliance for the structured notes desk, advise on regulations, manage policies, conduct testing, and provide training.
Fintech • Software • Financial Services
Join CAIS's Investment team to source, review, and monitor alternative asset managers, conducting due diligence and ensuring top investment products for clients. Collaborate with stakeholders and maintain research documentation in a fast-paced investment landscape.
Fintech • Software • Financial Services
The Senior Vice President will lead the Broker Dealer Home Office Services team, focusing on client relationship management, team performance and operational excellence.
Fintech • Software • Financial Services
Support senior Product Specialists in business development, providing analytical assistance, preparing client meeting materials, managing trade activities, and simplifying complex investment topics.
Fintech • Software • Financial Services
Manage fund onboarding projects at CAIS by collaborating with cross-functional teams, ensuring alignment with business objectives, and improving processes.
Fintech • Software • Financial Services
Lead the finance organization, drive financial strategy, ensure operational excellence, and modernize financial systems and processes while fostering high-performing teams.
Fintech • Software • Financial Services
The Director of Strategic Partnerships will identify and manage relationships with key partners, drive market strategies, enhance user experience, and oversee partnership execution in alignment with CAIS’s strategic goals.
Fintech • Software • Financial Services
The Fund Onboarding Associate will manage FinTech solution delivery, requiring project tracking, client engagement, and cross-functional collaboration.
Fintech • Software • Financial Services
The Corporate Accounting VP will lead accounting functions, regulatory reporting, ensure compliance, collaborate cross-functionally, and enhance financial processes and scalability.
Fintech • Software • Financial Services
The Advisor Services Associate ensures successful client outcomes by managing requests, facilitating trades, and improving client experiences on the CAIS platform.
