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Partner Experience Analyst / Associate at CAIS - ApplyBlast

Partner Experience Analyst / Associate

CAIS

1 month ago

4.1 on Glassdoor

New York, New York, United States

Hybrid

Full Time

Junior

1 applicant

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About this role

This dual-hatted role combines relationship management with technical platform configuration to serve as the primary point of contact for financial advisors and firms within the alternatives ecosystem. The position involves owning service delivery, managing escalations, and driving process improvements and automation for the CAIS platform. The ideal candidate will balance end-to-end partner relationship ownership with cross-functional platform delivery projects.

Responsibilities

Serve as primary point of contact and relationship owner for financial advisors and partners
Configure and connect the CAIS platform including permissions, connectivity, and workflow testing
Drive product and process improvements, automation, and adoption of new tools

Skills

Qualifications

Bachelor's degree in business, economics, finance, computer science, or related disciplineFINRA Series 7FINRA Series 63

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.