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Fund Delivery Senior Associate at CAIS - ApplyBlast

Fund Delivery Senior Associate

CAIS

4 months ago

4.1 on Glassdoor

New York, NY

Hybrid

Full Time

Junior

4 applicants

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About this role

CAIS is seeking a Project Manager to join the Fund Delivery team, responsible for leading complex onboarding and implementation projects for new Fintech capabilities. This role requires close collaboration with Investment Originations, Sales, Operations, and Technology teams to deliver solutions for financial advisors and partners. The successful candidate will manage project lifecycles, stakeholder expectations, and resource constraints while translating business requirements into technical needs.

Responsibilities

Monitor and manage new projects from initiation to completion
Participate in scoping solutions and translating business requirements to technical needs
Manage resources and stakeholders to achieve business objectives
Identify project risks and plan mitigation strategies
Draft sales-oriented presentations and support pre-sales activities

Skills

Qualifications

Bachelor's degree in business, economics, finance, or related discipline2+ years of experience in project management within financial services

About CAIS

caisgroup.com

Headquarters

New York, New York, United States

Company Size

201-500 employees

Founded

2009

View Profile

CAIS is a leading alternative investment platform that provides investors, financial advisors, and institutions streamlined access to private equity, hedge funds, structured notes, and other alternative strategies. The company combines technology, curated product sourcing, due diligence, and operational support to help advisors and asset managers discover, evaluate, and distribute alternative investments at scale. CAIS also offers educational resources and channel partnerships to simplify execution and broaden access across wealth management and institutional channels.