Investment Strategy SVP

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 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. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.  

We are seeking a strategic and analytical Senior Vice President to join our Investment Strategy team, focusing on private markets and hedge funds. This individual will be responsible for leading timely alternative asset class and macroeconomic research, developing and presenting both qualitative and quantitative insights, and contributing to broader Investment team initiatives including but not limited to model portfolio, portfolio technology, and fund development. This role will be pivotal in shaping the strategic direction of our alternatives platform and delivering insights that empower our clients to achieve their investment objectives. 

Key Responsibilities: 

• Conduct in-depth market research and macroeconomic analysis to inform investment strategy on alternative asset classes


• Identify, evaluate and communicate new investment opportunities in private equity, private credit, real assets, and hedge funds


• Develop thought leadership materials, whitepapers, and insights on private markets and hedge fund trends, themes, and opportunities


• Collaborate with senior leadership to shape the overall vision and direction of the alternatives platform


• Collaborate with the Marketing and Distribution teams to develop educational content and webinars for financial advisors


• Present investment strategies, market outlooks, and product solutions to internal and external stakeholders


• Serve as a subject matter expert in alternatives, representing CAIS at industry events and conferences 

Qualifications: 

• 5+ years of direct experience in investment strategy, research, or portfolio management with a focus on private markets and hedge funds


• Strong knowledge of alternative investments, including private equity, private credit, real assets, and hedge fund strategies


• Strategic thinker with a strong analytical mindset and the ability to synthesize complex data into actionable insights


• Excellent communication and presentation skills, with the ability to influence senior stakeholders and clients


• Proficiency in Excel-based analytics and investment research tools


• Bachelor’s degree in Finance, Economics, or a related field; MBA or CFA designation preferred 

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers. 

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $175,000 - $225,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. 

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.