Job details

Structured Notes Trading Operations Assistant

CAIS, a pioneer in democratizing access to alternative investments and structured notes, is seeking a Senior Associate to lead Structured Notes Trading Operations.

Skills

Strong organizational and problem-solving skills
Advanced Microsoft Excel skills
Knowledge of alternative investments
Series 7 & 63 licenses

Responsibilities

Work with financial advisors and trading team to ensure smooth execution of structured note trades
Aggregate and normalize structured products investor data
Support joint Operations & Technology efforts to enable advisor insights on Structured Investments
Drive data-driven decisions by becoming an expert in Structured Investments and CAIS data
Identify opportunities for process improvements and system modifications

Education

Bachelor’s degree in finance, accounting, economics, or related discipline

Benefits

Market competitive salary
Performance bonus
Generously subsidized healthcare
100% employer paid dental and vision insurance
Employer matched retirement plan
Wellness programs
Flexible PTO and generous parental leave

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CAIS Glassdoor Company Review

4.7

CAIS DE&I Review

4.6

CEO of CAIS

Matthew Brown

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By CAIS

CAIS is the premier financial technology platform, providing independent financial advisors with access to top-tier managers of specialized investment products in the multi-trillion dollar independent wealth channel. CAIS offers streamlined execut...

8 jobs

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FUNDING

Beyond Series C

DEPARTMENTS

Operations

SENIORITY LEVEL REQUIREMENT

Senior

INDUSTRY

Investment & Asset Management

TEAM SIZE

51-200