CAIS Alternative Investments Product Specialist
CAIS is the leading open-architecture financial product platform offering independent wealth management professionals access to a diversified menu of funds and products.
CAIS provides streamlined execution to an expanding list of alternative investment funds, structured notes, and capital markets offerings.
CAIS delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer.
We are seeking an experienced sales professional to join the Alternative Investments team. Qualified applicants will have a minimum of two years of experience in the financial services industry and capacity to understand a diverse range of technical investment products.
Working alongside their designated team, this person will be responsible for generating new business as well as supporting product and distribution teams with fund manager coverage and client engagement.
Qualified candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.
Initiate and execute new client relationships with RIAs, independent wealth managers, and family offices in an assigned region
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
Prepare presentations and materials for client meetings
Coordinate and execute tailored product launch strategies
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
Assist in the planning and execution of roadshows and conferences
Assist in the creation of product marketing collateral
Work alongside the sales team on client pitches, product positioning and sales campaigns
Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding
Special projects and additional responsibilities to be determined based on capacity, skill, and interest
2-4+ years of internal and / or external sales experience in the alternatives space
Bachelor’s degree in business, economics, finance, or a related discipline required
Exceptional organizational and interpersonal skills
Impeccable written and verbal communication skills
Self-starter who takes initiative and learns quickly in a fast-paced environment
Strong commitment to continuous professional development and improvement of the team
Excellent client service aptitude and attitude
Excellent working knowledge of Microsoft Suite and Salesforce
Series 7, 63, and / or 66