Advisor Services Analyst/Associate
CAISAbout the role
<p><span class="TextRun SCXW215963804 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW215963804 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</span></span><span class="TextRun SCXW215963804 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW215963804 BCX0"> </span></span><span class="TextRun SCXW215963804 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW215963804 BCX0">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.</span></span><span class="TextRun SCXW215963804 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW215963804 BCX0"> </span></span><span class="TextRun SCXW215963804 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW215963804 BCX0">CAIS supports over 50,000 advisors who oversee more than </span><span class="NormalTextRun AdvancedProofingIssueV2Themed SCXW215963804 BCX0">$6 trillion</span><span class="NormalTextRun SCXW215963804 BCX0"> in network assets. </span></span><span class="EOP SCXW215963804 BCX0" data-ccp-props="{"134233117":true,"201341983":0,"335557856":16777215,"335559739":0,"335559740":240}"> </span></p> <p><span data-contrast="none">We are seeking a driven, forward-thinking Advisor Services Analyst/Associate to join our growing Client Service team in New York City. This role is designed for someone who believes exceptional service is built through </span><strong><span data-contrast="none">deep client understanding, strong operational fundamentals, and smart use of technology</span></strong><span data-contrast="none">. You will work directly with advisors while also helping transform recurring client needs into scalable, automated workflows that reduce manual effort and improve consistency.</span><span data-ccp-props="{"335559738":240,"3
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