An Innovative Financial Technology Firm

We are building a team of professionals and innovators who are unified in bringing leading financial products to wealth managers worldwide. Consider a career with CAIS and take a step into the future of wealth management. Please check below for a list of open positions and send your resume to careers@caisgroup.com.

Operations – Associate

CAIS is seeking an Associate to join the Operations team. This is a middle office function. Successful candidates will have at least two years of client service or investor relations experience at a fund or financial services firm.
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Product Specialist – Vice President

The firm is seeking a product specialist to support the product and distribution teams with fund manager coverage and client engagement. Qualified candidates will have the ability to extract and distill key selling points on funds to facilitate more direct and seamless communication between fund managers and our sales force. Strong written and verbal communication is imperative, as the role requires constant communication with a wide range of stakeholders. Qualified candidates will have a minimum of four years of experience in the financial services industry, excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.
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Alternative Investments – Vice President – LA Office

The firm is seeking an experienced sales professional to join the Alternative Investments team in LA. Qualified applicants will have a minimum of five years of experience in the financial services industry and capacity to understand a diverse range of technical investment products. Working alongside their designated team, this person will be responsible for generating new business as well as supporting product and distribution teams with fund manager coverage and client engagement. Qualified candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.
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Client Service Associate – NY Office

CAIS is seeking an Associate to join the Client Service team. This is a middle office, client-facing role. Successful candidates will have at least two years of client service or investor relations experience at a fund or financial services firm.
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Client Service Associate – LA Office

CAIS is seeking an Associate to join the Client Service team. This is a middle office, client-facing role. Successful candidates will have at least two years of client service or investor relations experience at a fund or financial services firm.
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Structured Solutions/Alternative Investments – Vice President

CAIS is seeking a VP to assist with driving revenue generating opportunities, originating and closing new business, and promoting the firm’s alternative investments platform to the wealth management industry. The ideal candidate will have experience selling structured products, as well as an excellent client service attitude and entrepreneurial spirit.
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