Jobs at CAIS

Lead development and scaling of CAIS's private markets liquidity ecosystem by sourcing partnerships, driving advisor adoption, defining workflows with Product/Tech, and supporting go-to-market, capital markets, and sales efforts.

Lead product and partner work for alternative investment offerings: manage fund origination and onboarding, serve as primary asset-manager contact, drive product strategy and new-structure launches, coordinate cross-functional teams, support manager adoption and training, and resolve operational escalations to optimize platform access to private markets.

Lead and execute the firms cybersecurity and operational risk programs, including AI security strategy, incident response, vendor security, compliance (SEC/FINRA/SOC2), secure architecture, and day-to-day security operations. Partner with executives, oversee audits and certifications, and build security awareness across the organization while remaining hands-on with tooling, design reviews, and threat management.

Owns end-to-end revenue accounting, billing, accounts receivable, and revenue recognition processes across multiple entities and business lines. Responsibilities include monthly close, ASC 606 contract reviews, reconciliations, journal entries, invoicing, collections, aging reports, internal controls, audit support, and revenue automation using BillingPlatform. The role partners closely with Finance, Fund Management, Legal, Operations, and Sales and supports process improvement initiatives.

Designs scalable data models, governance processes, quality checks, documentation, and internal data tools. Partners with Data Engineering and business stakeholders to create trustworthy, discoverable, AI-ready data assets supporting analytics, reporting, downstream applications, and machine learning initiatives. Uses AI tools to improve modeling, governance, analysis, documentation, and automation workflows.

Lead application security for the platform by embedding automated controls into the SDLC, conducting security architecture and code reviews, driving threat modeling, triaging vulnerabilities, coordinating remediations, partnering with engineering/product teams, and scaling tooling and AI-assisted workflows to raise security across cloud-native and containerized environments.

The role involves generating new business within Independent Broker Dealers, managing client relationships, and providing expertise on alternative investment products such as hedge funds and private equity.

Configure, integrate, and deploy the BT tool stack (Snowflake, Salesforce, Streamlit, workflow tools). Build integrations and Streamlit apps, deploy AI-enabled automations, maintain Snowflake data models and reports, catalog assets with DataHub, implement SDLC/testing/guardrails, ensure data security, and partner with Engineering/InfoSec while mentoring BT team members.

Lead and manage onboarding and implementation projects from initiation to launch. Scope solutions, gather requirements, track timelines in Confluence/Airtable, coordinate cross-functional stakeholders, identify and mitigate risks, communicate status to executives, support pre-sales and business development, and apply AI tools to accelerate routine workstreams.

The role involves supporting senior sales members by managing client relationships and inquiries, while developing knowledge of CAIS products and the alternative investments market.