Alternative Investments - Product Specialist

| Greater LA Area
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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, IPOs and follow-ons, structured notes and real assets. CAIS delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer.

The firm is seeking an experienced sales professional to join the Alternative Investments team in Los Angeles. Qualified applicants will have a minimum of three years of experience in the financial services industry and capacity to understand a diverse range of technical investment products. 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.

 Primary Objectives

  • 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 including, but not limited to Hedge Funds, Private Equity Funds, and ’40 Act Funds
  • Develop fluency in other CAIS investment products including, but not limited to Structured Notes, Insurance, and Single Assets
  • 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

 Qualifications

  • 3-4+ 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; excellent client service aptitude and attitude
  • 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 working knowledge of Microsoft Suite and Salesforce
  • Series 7, 63, and/or 66
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Technology we use

  • Engineering
    • JavaLanguages
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    • jQueryLibraries
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    • Ember.jsFrameworks
    • MySQLDatabases

Location

9777 Wilshire Blvd. Suite #460, Los Angeles, CA 90212

What are CAIS Perks + Benefits

CAIS Benefits Overview

CAIS offers highly subsdized health care (almost free!), free vision and dental insurance, $15/day lunch allowance, $100 towards an Equinox membership, and a 401k plan plus 4% match.

Culture
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Acme employees can contribute up to $2700 annually to their FSA.
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Employees who have been with the company for 12 months are eligible for 12 weeks of family medical leave.
Vacation & Time Off Benefits
Generous PTO
Acme Co. employees receive between 15 and 20 days per year of paid time off based on years of service.
Paid Holidays
Paid Sick Days
Employees receive 50 hours per year of paid sick leave.
Perks & Discounts
Commuter Benefits
CAIS offers pre-tax commuter benefits for all employees.
Company Outings
At a minimum, CAIS hosts a firm-wide Summer Offsite Party and a Winter Holiday Party every year.
Free Daily Meals
We provide a Seamless lunch allowance of $15/day.
Stocked Kitchen
CAIS has a fully stocked kitchen including unlimited snacks, coffee, tea and a slew of cereal, nuts, and candy.
Happy Hours
We host "Third Thursdays" Happy Hours at our office with beer, music, and poker.
Relocation Assistance
Fitness Subsidies
CAIS reimburses its employees $100 per month for Equinox memberships.
Professional Development Benefits
Promote from within
Continuing Education stipend
Online course subscriptions available
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