Cais

Alternative Investments - Internal Associate

8.0/10

Cais

$100,000 – $100,000
Remote
mid
3 days ago
fintechMicrosoft OfficeSalesforce

AI Summary

The vacancy provides clear compensation details and logical requirements but lacks specific KPIs and comprehensive company information.

Description

Join Cais as an Internal Associate in Alternative Investments, supporting the sales team and engaging with investors.

Requires 2+ years in financial services.

We 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.

## What you'll do

  • Provide support to senior members of the Business Development team.
  • Develop exceptional CAIS product knowledge and industry knowledge.
  • Act as a point of contact for existing investors.
  • Coordinate client meetings and conference calls.

## Conditions

  • Market competitive salary.
  • Performance bonus.
  • Exceptional benefits.

Requirements

  • 2-3+ years of applicable experience, preferably in alternative asset management or private wealth management.
  • A Bachelor’s degree in Economics, Finance, or Business.
  • Series 7 & 63 licenses required.
  • Proficiency in Microsoft Office applications.
  • Salesforce experience is a plus.
  • Excellent communication skills.
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