CAIS

Alternative investment and structured notes platform connecting independent financial advisors with asset managers

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Highlights

  • Hiring3 open roles
  • Remote-friendly2 of 3 open roles remote or hybrid
  • Salary transparent2 of 3 open roles list a salary

About CAIS

CAIS operates a technology platform for alternative investments and structured notes. It offers the turnkey CAIS Marketplace and CAIS Solutions, a customizable SaaS technology, covering pre-trade, trade and post-trade steps, with digitized subscriptions and reporting integrations with major custodians and reporting providers. CAIS IQ provides educational materials, and funds listed on the marketplace undergo an independent review by Mercer.

Customers are independent financial advisors and larger independent wealth management firms, as well as alternative asset managers and bank issuers seeking to grow their investor base through the independent wealth channel. The company states that 2,500+ wealth management firms and 65,000+ advisors are on its platform.

CAIS was founded in 2009 and is headquartered in New York City, with the company stating it has four global offices. Current job listings include roles in New York and London, spanning engineering, product, compliance, finance, and client operations.

Product: CAIS Marketplace (turnkey) and CAIS Solutions (customizable SaaS) for alternative investment and structured note transactions

Jobs at CAIS (3)

CAIS is hiring for 3 roles in engineering and HR, based in London and New York.

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