Alternative Investments - Internal Associate
cais · New York City
- Posted
- 5 days ago
- Last confirmed live
- 3 days ago
What this role involves
The role is an internal associate on the Alternative Investments Product Specialist team at CAIS, providing support to senior business development team members by acting as a point of contact for investors and driving new business. Requires 2-3+ years of financial services experience and Series 7 & 63 licenses.
Skills this posting asks for
- alternative investments
- sales
- client service
- microsoft office
- salesforce
- series 7
- series 63
Requirements
- 2 years of experience
- Level: mid
From the employer’s posting
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with lea…
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