CAIS is the leading alternative investment platform, providing financial advisors with streamlined access to private equity, hedge funds, structured notes, and more.
About the role
We are seeking a detail-oriented and motivated Revenue Senior Associate to join our Corporate Finance team. This is a mid-to-senior individual contributor role with broad visibility across CAIS’s revenue operations and close collaboration with Finance, Fund Management, Legal, and Operations.
What they're looking for
- Bachelor’s degree in Accounting, Finance, or a related field
- CPA Strongly Perferred
- 4-6 years of revenue operations, billing, or accounts receivable experience within financial services
- Prior experience at a hedge fund, private equity firm, fund administrator, or alternative investment platform strongly preferred
- Self-starter who takes initiative, learns quickly in a fast-paced environment and will implement new methods to improve ways of working
- Strong attention to detail with exceptional critical thinking and problem-solving skills
More about this role
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 serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets.
We are seeking a detail-oriented and motivated Revenue Senior Associate to join our Corporate Finance team. This is a mid-to-senior individual contributor role with broad visibility across CAIS’s revenue operations and close collaboration with Finance, Fund Management, Legal, and Operations. This high-impact role will own end-to-end revenue and AR processes across multiple...
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