Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Principal Financial Group
New York, NY, United States
What You'll Do In this newly established Global Wealth Alternatives team, the Product Specialist - Alternative Investments will work closely with Senior Managing Director, Head of Global Wealth Alternatives! The team is responsible for establishing and leading efforts related to market research, product development, vehicle launch, marketing, and
Job Source: Principal Financial GroupPrudential Financial
Newark, NJ, United States
PGIM Investments - Alternative Investment Solutions Specialist (US) Firm Description PGIM is a leading global asset manager, with $1.3 trillion in assets under management, 46 offices in 18 different countries and jurisdictions, and more than 1,400+ investment professionals located in key financial centers around the world. Our firm is built on a fo
Job Source: Prudential FinancialVelocity Search Group
New York, NY, United States
Our client, an asset management firm located in NYC is currently hiring a Business Analyst with Private Equity/Private Credit experience.. This is a hybrid position (3 days onsite 2 days remote). This is a contract opportunity that will last 6 months to 1 year with the possibility of extension. Qualified candidates should send their resume (Word Fo
Job Source: Velocity Search GroupItechpost
Weehawken, NJ, United States
Technology Chapter Lead Alternative Investments United States - New Jersey Information Technology (IT) Group Functions Job Reference # 297409BR City Weehawken Job Type Full Time Your role Are you passionate about bringing systems to life? Do you have a curious nature, always interested in how to innovate? We’re looking for someone like t
Job Source: ItechpostBank of America
New York, NY, United States
Product Specialist - ISG - Alternative Investments New York, New York Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Job Source: Bank of AmericaMorgan Stanley
New York
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performanc
Job Source: Morgan StanleyBloomberg
New York, NY, United States
Senior Technical Account Manager - Alternative Investments New York, NY Posted Mar 15, 2024 - Requisition No. 123870 Bloomberg runs on data. Our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock – from around the world. In Data, we are responsible for delivering
Job Source: BloombergSponsors for Educational Opportunity (SEO)
New York
Title: Program Manager, Alternative Investments Fellowship Program Department: SEO Alternative Investments Reports To: Associate Director, Alternative Investments FLSA: Exempt Compensation: $64,100- $73,300 Location/Hours This is a full-time, hybrid position based out of our New York City office . It is expected that some duties will be performed
Job Source: Sponsors for Educational Opportunity (SEO)New York, NY, United States
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 32,000 advisors who oversee more than $4 trillion in network assets.
We are seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team. Qualified applicants will have a minimum of two years of experience in financial services and capacity to understand a diverse range of technical investment products. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive to new business by aiding the sales process. Qualified candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.
Responsibilities
Provide support to senior members of the Business Development team whose objective is to build and deepen relationships with CAIS clients and prospects
Develop exceptional CAIS product knowledge, alternative asset class knowledge, and industry knowledge
Act as a point of contact for existing investors and be responsible for leveraging the full resources of the firm to coordinate responses to all investor inquiries
Coordinate client meetings and conference calls with CAIS clients and Asset Managers on the platform
Qualifications
2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred
A Bachelor’s degree; concentrations in Economics, Finance or Business
High degree of intellectual curiosity
Proficiency in Microsoft Office applications
Salesforce experience a plus
Series 7 & 63 licenses REQUIRED
Hard working and eager to learn in a highly intellectual, collaborative environment
Well organized and detail oriented
Enthusiastic about developing and implementing ideas
Self-starter, able to work autonomously as well as within a team
Exceptional analytical and problem-solving skills
Excellent oral and written communication skills
Knowledge of finance, investment management industry, and Alternatives is highly desirable
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 $85,000 - $125,000 . 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 flexible PTO and generous parental leave. Additionally, CAIS offers a hybrid in-office model. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers .
#J-18808-Ljbffr
Email Alert for Alternative Investments Internal Associate jobs in New York, NY, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.