Fund Delivery Senior Associate

About this 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 data-contrast="auto"><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><span class="EOP SCXW215963804 BCX0" data-ccp-props="{"134233117":true,"201341983":0,"335557856":16777215,"335559739":0,"335559740":240}"> </span></p> <p><span data-contrast="auto">We are seeking a highly driven, organized, and inquisitive team member to join our Fund Delivery team to deliver of new FinTech capabilities to and with clients and partners. This role will work closely with many cross-functional leaders spanning Investment Originations, Sales, Relationship Management, Operations & Client Service, Technology, CAIS IQ, and Marketing. Qualified applicants have a proven track record for leading complex onboarding and/or implementation projects within the financial services industry. They thrive in fast paced environments, have uncanny attention to detail, and can juggle competing priorities without letting anything slip through the cracks. They are creative, entrepreneurial problem solvers, and are pro-active, service-oriented collaborators.  </span><span data-ccp-props="{"335559738":240,"335559739":240}"> </span></p> <p><strong><span data-contrast="auto">Responsibilities</span></strong><span data-contrast="auto"> </span><span data-ccp-props="{"335559738":240,"335559739":240}"> </span></p> <ul> <li><span data-contrast="auto">Monitor and manage new projects from initiation to completion with minimal supervision </span><span data-ccp-props="{"335559739":0}"> </span></li> <li><span data-contrast="auto">Participate in scoping solutions including development of business requirements and translation to technical needs.  Review project details with supervisor.</span><span data-ccp-props="{"335559739":0}"> </span></li> <li><span data-contrast="auto">Participate in the discovery phase, gather and analyze requirements, provide recommendations for scope/solutions to supervisor.</span><span data-ccp-props="{"335559739":0}"> </span></li> <li><span data-contrast="auto">Manage resources needed to meet business requirements, achieve stakeholder objectives and ensure satisfaction with support from supervisor or project sponsor. </span><span data-ccp-props="{"335559739":0}"> </span></li> <li><span data-contrast="auto">People and client relationship management within project</span><span data-ccp-props="{"335559739":0}"> </span></li> <li><span data-contrast="auto">Escalate resource constraints to supervisor, and seek their support engaging resources</span><span data-ccp-props="{"335559739":0}"> </span></li> <li><span data-contrast="auto">Maintain project tracking tools and other internal and external resources including Confluence and Airtable to ensure timeframes are met (common tools: confluence, airtable, sharepoint,…