Product Specialist - CAIS Advisors

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 private markets focused product specialist to join the CAIS Advisors team. This role serves as a bridge between investment teams, sales professionals, and clients, providing critical expertise on private market strategies, including private equity, private credit, and real assets.  The ideal candidate will have a strong understanding of alternative investments, excellent communication skills, and the ability to translate complex investment concepts into actionable insights for both internal and external stakeholders.

Key Responsibilities: 

Product Expertise and Support 

• Serve as a subject matter expert on private markets strategies, including product structures, investment processes, and portfolio performance. 
• Collaborate with investment teams to stay informed about portfolio strategy, market conditions, and performance drivers. 
• Provide technical and product-related support to sales, client service teams, and clients. 

Client Engagement and Communication 

• Act as a key liaison for clients, addressing inquiries, providing product education, and preparing customized reports. 
• Develop and deliver client presentations on portfolio updates, market trends, and investment opportunities. 
• Partner with sales and marketing teams to create client-focused collateral, including pitch books, fact sheets, and thought leadership materials. 

Market Research and Competitive Analysis 

• Monitor industry trends, regulatory developments, and competitor strategies in private markets. 
• Provide insights to inform product positioning, strategy enhancements, and new product development. 
• Analyze competitor offerings to identify differentiators and highlight value propositions for internal teams and clients. 

Product Development and Strategy 

• Work with product development teams to refine fund strategies and launch new products based on client demand and market trends. 
• Contribute to the structuring of investment vehicles to ensure alignment with regulatory requirements and investor preferences. 
• Collaborate on fund strategy initiatives, including identifying target markets and distribution channels. 

Internal Coordination 

• Train internal teams, including sales and client service, on product knowledge and market insights. 
• Collaborate cross-functionally with compliance, operations, and marketing to ensure seamless product delivery. 
• Support senior leadership in strategic decision-making with data-driven analysis and reporting. 

 
Qualifications and Skills 

• Bachelor’s degree required 
• Minimum 5–7 years in private markets or alternative investment roles, including product specialist, product management, investment consulting, or investor relations. 
• Strong understanding of private equity, private credit, real assets, and other alternative investment strategies. 
• Knowledge of fund structures, regulatory requirements, and industry best practices. 
• Excellent verbal and written communication skills, with the ability to tailor messages to diverse audiences. 
• Proficiency in financial modeling, performance analysis, and presentation tools (Excel, PowerPoint, etc.). 
• Proven ability to work in a dynamic, fast-paced environment with cross-functional teams. 

 
Key Competencies 

• Strategic thinking with strong analytical and problem-solving skills. 
• Client-focused mindset with a proven ability to build and maintain relationships. 
• Detail-oriented with the ability to manage multiple priorities and meet deadlines. 
• Collaborative team player with strong interpersonal skills and a proactive attitude. 

 

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers. 

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $150,000 - $200,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.  

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.