Job Description

CAIS is seeking an Associate to join the Investments team, responsible for sourcing, reviewing, monitoring, and engaging alternative asset managers and investment strategies, to ensure best in class investment products for our clients. Qualified candidates should have experience within the alternative investments landscape conducting hedge fund and private markets research and due diligence with an understanding of the needs of wealth management advisors.

Responsibilities

• Contributing to the CAIS Alternative Investment Manager Research team
• Sourcing managers, performing initial screening, and drafting investment memos
• Coordinating and supporting manager and fund due diligence
• Working closely with the firm’s third-party research partners
• Conducting ongoing oversight of alternative investment products
• Helping maintain the team’s research database

Requirements

• 3-5+ years of experience in financial markets with experience in alternative investments
• Broad investment management and financial market knowledge
• Understanding of alternatives marketplace and regulatory environment
• Ability to work independently and collaboratively
• Strong analytical and quantitative skills
• Strong written and verbal communication skills
• Bachelor’s degree in Finance, Economics, Business, or Accounting preferred
• Series 7 & Series 63 (or Series 66) or ability to obtain within 6 months of hire

Benefits

• No benefits