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Recently posted jobs
Edtech • Fintech • Sales • Software • Financial Services
The Investment Research Senior Associate will be responsible for sourcing and evaluating alternative asset managers, conducting due diligence, and maintaining relationships with third-party research partners. The role demands strong analytical skills and effective communication to ensure high-quality investment products for clients.
Edtech • Fintech • Sales • Software • Financial Services
The Fund Delivery Manager will lead project delivery from initiation to completion in the financial services sector, ensuring alignment with client and business goals. This role involves close collaboration across teams, defining project scope, and driving innovative product onboarding while identifying process improvements.
Edtech • Fintech • Sales • Software • Financial Services
The Vice President will manage client relationships, ensuring successful transaction processes, and collaborating with multiple CAIS teams to enhance service delivery and operational efficiency. This role demands excellence in client service and requires the candidate to have deep product knowledge and experience in alternative investments.
Edtech • Fintech • Sales • Software • Financial Services
The Advisor Services Associate will support the Client Service team in managing client relationships, ensuring successful transaction processes, and enhancing user experience on the CAIS platform. Responsibilities include assisting clients through communication, processing requests, leading demos, automating workflows, and collaborating with various teams to improve services.
Edtech • Fintech • Sales • Software • Financial Services
The Product Manager at CAIS will lead the management, analysis, and trading of alternative investment products. Responsibilities include conducting market research, coordinating with design and engineering, managing day-to-day operations, and ensuring effective communication across various teams. The ideal candidate should have experience in the financial services industry and be adept in product launches and managing complex projects.
Edtech • Fintech • Sales • Software • Financial Services
The Advisor Services Associate role involves supporting clients in the transaction process, providing guidance on the CAIS platform, and collaborating with various internal teams to enhance client experiences. The role demands strong client relationship management and communication skills, along with a focus on operational efficiency.
Edtech • Fintech • Sales • Software • Financial Services
The Enterprise Business Development Associate will support sales team activities including scheduling demos, preparing sales materials, managing CRM data, and conducting market research. The role involves maintaining a sales pipeline, participating in strategy meetings, and collaborating with marketing to enhance customer experience in the financial services sector.
Edtech • Fintech • Sales • Software • Financial Services
The Alternative Investments Product Specialist will develop client relationships, provide expertise on investment products, and support sales efforts through presentations and marketing collateral. The role also involves coordinating product launch strategies and managing due diligence processes for investment offerings.