Investments Research Assistant

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.  

The firm is seeking an Investments Research Assistant to support the Investments team with a wide range of research and administrative tasks. The ideal candidates for this role will be resourceful, organized, and possess a high level of attention to detail. Given the role’s exposure, the ideal candidate also will have refined interpersonal and communication skills. For the right candidate, this opportunity provides an exceptional pathway for growth and development.  

Responsibilities 

• Maintain complex and detailed calendars for the team
• Coordinate and manage both internal and external meetings
• Create and format PowerPoint presentations and proposals for meetings and presentations.
• Assist in the preparation of materials for meetings, ensuring all necessary documents and information are available
• Arrange and oversee intricate domestic and international travel plans
• Organize all facets of offsite conferences and external events
• Process invoices and T&E expense claims for team members, ensuring compliance with policies and procedures
• Collaborate effectively with the administrative assistants team to ensure seamless support and operations 

Qualifications 

• Bachelor’s degree or equivalent experience
• 0-2 years of administrative experience, preferably in a high-paced, deadline-driven environment
• Exceptional organizational skills and keen attention to detail
• Ability to handle confidential information with discretion
• Proficiency in Microsoft Office suite, especially PowerPoint
• Experience in the finance industry or with alternative investments
• Demonstrated experience in creating PowerPoint presentations and proposals
• Experience with meeting preparation and coordination 

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 $65,000 - $75,000. 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.