Fund Delivery Senior Associate

Fund Delivery Senior Associate

New York, New York

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 serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets.

We are seeking a highly driven, organized, and inquisitive team member to join our Fund Delivery team to deliver 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.
• Participate in the discovery phase, gather and analyze requirements, provide recommendations for scope/solutions to supervisor.
• Manage resources needed to meet business requirements, 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.
• Become an expert on the CAIS platform, custom solutions and CAIS investment products
• Engage with clients and/or partners in collaboration with Sales, Marketing, Client Service, and Relationship Managers to propose and secure new strategic business opportunities
• Support business development lead with client prospects/calls or prospective partner firms related to solutions that focus on your domain expertise
• Draft sales-oriented presentations geared toward specific client needs
• Engage in pre-sales sales support activity (art of possible, how API works, define best solution) based on priorities and as assigned via direction from leadership
• Apply AI tools to accelerate routine workstreams including drafting meeting notes, summarizing project status, and synthesizing stakeholder feedback while exercising human judgment on outputs before sharing externally

Qualifications

• Must have exceptional critical thinking and team-based problem-solving skills.
• Self-starter who takes initiative, learns quickly in a fast-paced environment and will implement new methods to improve ways of working.
• 2+ years of experience in project management / operations within financial services
• Bachelor's degree in business, economics, finance, or a related discipline required
• Experience with project management applications such as Jira, Asana, Monday or similar planning and tracking applications.
• Exceptional organizational and interpersonal skills
• Impeccable written and verbal communication skills
• Strong commitment to continuous professional development and improvement of the team
• Excellent relationship management aptitude and attitude
• Demonstrated AI fluency: comfortable using AI-assisted tools (e.g. drafting, summarization, research) in day-to-day work, with sound judgment about when and how to apply them
• Prior experience in a small to mid-sized firm or startup environment preferred