Alternative Investments Product Specialist – Eastern Region

<div> <p><span class="TextRun SCXW186739562 BCX0" lang="EN-US" data-contrast="none"><span class="NormalTextRun SCXW186739562 BCX0">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 </span><span class="NormalTextRun SCXW186739562 BCX0">$6 trillion</span><span class="NormalTextRun SCXW186739562 BCX0">&nbsp;in network assets. </span></span><span class="EOP SCXW186739562 BCX0" data-ccp-props="{&quot;134233279&quot;:true,&quot;201341983&quot;:0,&quot;335557856&quot;:16777215,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span>&nbsp;</p> Working alongside their designated team, this person will be responsible for generating new business within Independent Broker Dealers in the Eastern Region markets as well as supporting product and distribution teams with fund manager coverage and client engagement. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical investment products. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.&nbsp;<br><br><strong>Responsibilities</strong></div> <ul> <li>Initiate and execute new client relationships within Independent Broker Dealers in the Eastern Region.</li> <li>Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, ’40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information</li> <li>Prepare presentations and materials for client meetings</li> <li>Coordinate and execute tailored product launch strategies</li> <li>Coordinate manager due diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best in class investment products to our clients</li> <li>Assist in the planning and execution of roadshows and conferences</li> <li>Assist in the creation of product marketing co