Fund Delivery Senior Associate

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 through a 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 supports over 50,000 advisors who oversee more than $6 trillion in network assets. We are seeking a highly driven, organized, and inquisitive team member to join our Fund Delivery team to deliver of new FinTech capabilities to and with clients and partners. This role will work closely with many cross-functional leaders spanning Investment Originations, Sales, Relationship Management, Operations & Client Service, Technology, CAIS IQ, and Marketing.

Qualified applicants have a proven track record for leading complex onboarding and/or implementation projects within the financial services industry. They thrive in fast paced environments, have uncanny attention to detail, and can juggle competing priorities without letting anything slip through the cracks. They are creative, entrepreneurial problem solvers, and are pro-active, service-oriented collaborators.

Responsibilities

Monitor and manage new projects from initiation to completion with minimal supervision Participate in scoping solutions including development of business

Requirements

and translation to technical needs. Review project details with supervisor.

, provide recommendations for scope/solutions to supervisor.

, achieve stakeholder objectives and ensure satisfaction with support from supervisor or project sponsor. People and client relationship management within project Escalate resource constraints to supervisor, and seek their support engaging resources Maintain project tracking tools and other internal and external resources including Confluence and Airtable to ensure timeframes are met (common tools: confluence, airtable, sharepoint, salesforce) Identify risks to project deliverable and raise to management and key stakeholders. Offer recommendations to plan mitigation efforts (Work with manager to coming up with mitigation strategies, coordinating stakeholders and managing execution) Effectively and proactively communicate project status to stakeholders and manage expectations with project sponsor.

Partners with supervisor for approach to managing executive level stakeholders. Networks with key contacts within area of expertise. Adapts style and uses consults with supervisor in delivering messages that relate to the wider firm business.

Maintain, circulate and file accurate, detailed notes including next steps/follow-ups during client calls Can draft updates / translate notes to share with supervisor for proof prior to socialization. Provide feedback to Platform Product Management, Marketing and/or Strategy in support of client and partner facing collateral on new solutions. Collect and define content to be included in training materials (integration / user guides), detailed platform experience for similar clients as well as broader wins / lessons learned to be used in future sales discussions.

Track and update supervisor on status of technology and operations requests including configuration, enhancements, and break-fix issues according to client specifications during the testing process and immediately following launch.