Jobs at CAIS

Support the Head of Fund Sales through complex calendar management, meeting preparation, correspondence, expense administration, travel coordination, event logistics, and stakeholder communication. Track commitments and follow-ups, maintain organized records, improve administrative workflows, and coordinate client, advisor, wealth-firm, and asset-manager engagements. The role requires discretion, sound judgment, strong organization, polished communication, and the ability to operate effectively in a fast-paced sales environment.

Design, build, test, deploy, and operate mission-critical backend systems across the capital markets trade lifecycle. Translate business problems into measurable software outcomes, collaborate with product managers and stakeholders, and contribute to AI-enabled features. Own production reliability, monitoring, incident response, and quality while mentoring engineers and establishing technical standards. Work primarily with Kotlin, Spring, Postgres, Elasticsearch, Kafka, Kubernetes, and AWS in autonomous Kanban teams.

Own product direction for CAIS’s Core Platform, including IAM, enterprise authentication, firm and user administration, learning systems, and shared services. Lead platform modernization, authentication roadmap, regulatory identity workflows, backlog prioritization, and delivery with engineering. Define boundaries between platform and consuming teams, translate technical trade-offs for stakeholders, and partner with Compliance, Legal, and engineering leadership on strategy, resourcing, and sequencing.

Provides onsite desktop and technical support for a New York office, administers Microsoft 365, Entra ID, Intune, and access policies, and manages employee onboarding and offboarding. Analyzes recurring support issues, creates documentation, automates workflows, supports conference room technology, and promotes AI tool adoption through training and runbooks. The role requires strong communication, customer service, discretion, and a systems-oriented approach.

Provides high-level executive and board support to the Founder/CEO, including complex calendar management, travel and event logistics, meeting preparation, expense administration, confidential information handling, CRM maintenance, and external communications coordination. Serves as a trusted gatekeeper and anticipates executive needs in a fast-paced, high-availability environment, with limited personal assistant responsibilities.

Lead full-cycle recruitment across multiple functions, locations, and seniority levels, from intake through accepted offer. Responsibilities include sourcing, talent mapping, candidate engagement, interview coordination, assessment design, offer management, and closing. Advise senior leaders on hiring strategy, market conditions, compensation, and selection decisions; train interviewers and coach debriefs. Manage ATS workflows and recruiting analytics while evaluating AI and emerging recruiting technologies to improve hiring outcomes and candidate experience.

Own partner relationships, service delivery, escalations, platform configuration, workflow testing, and partner education for a financial alternatives technology platform. Analyze business and data issues, maintain documentation, support reporting, and drive automation, process improvements, and platform delivery projects. Collaborate with Sales, Product, Technology, Transformation, and Enablement teams to resolve partner needs and improve adoption. Analyst candidates need 0–2 years of experience; Associate candidates need 3–5 years and deeper alternatives, platform, and data expertise.

Supports the broker-dealer compliance program through FINRA registrations and filings, employee compliance and personal trading reviews, communications surveillance, marketing compliance, compliance system administration, branch examinations, policy testing, due diligence, and regulatory initiatives. The role provides guidance across the organization and helps enhance compliance policies and procedures in response to evolving business and regulatory requirements.

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

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.

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.

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.