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Partner Experience Analyst / Associate

CAIS

Skills

Required

  • alternative investments
  • Microsoft Office
  • data analysis
  • SQL

Preferred

  • CAIS
  • data validation
  • Analysts
  • platform configuration changes

Join CAIS, a leading financial services firm, as a Partner Experience Analyst/Associate. In this dual-hatted role, you will be the primary point of contact for financial advisors, firms, and partners across the Alternatives Ecosystem. You will own service delivery and escalation management, develop expertise in the CAIS platform, and drive process improvements and automation. This position offers a comprehensive benefits package, including healthcare, paid parental leave, flexible PTO, and a 401(k) matching plan.

The ideal candidate is equally comfortable owning a partner relationship end-to-end and driving a cross-functional platform delivery project

Responsibilities

  • Servir como el principal punto de contacto y propietario de la relación para asesores financieros, firmas y socios en el ecosistema de alternativas.
  • Poseer la entrega de servicios y la gestión de escalaciones para un conjunto asignado de socios y/o procesos, asegurando la resolución oportuna y una experiencia de alta calidad.
  • Desarrollar experiencia en la plataforma CAIS, productos de inversión y el ecosistema de alternativas para liderar la educación, capacitación y demostraciones de la plataforma.
  • Produces and maintains SOPs and checklists for assigned partner and platform areas; documents learnings and mentors newer Analysts
  • Completes assigned tasks reliably and keeps status current in CRM and tracking tools; raises obvious blockers early
  • Writes repeatable queries and supports test runs and data validation for platform configuration changes
  • Builds working relationships with partners and internal stakeholders beyond the immediate team; routinely updates partners on status and negotiates smaller-scope requests independently
  • Comfortable with Microsoft Office, CRM tools, and basic data validation; raises data quality issues for the team

Requirements

  • Analyst — 0–2 years in client service, solutions/operations, or platform configuration within financial services (relevant internship or academic background considered)
  • FINRA Series 7, 63 preferred, or within 6 months of hire (requirement is role dependent)
  • Bachelor's degree in business, economics, finance, computer science, or related discipline required
  • Exemplary oral, written, and interpersonal communication skills, including the ability to translate technical detail for non-technical audiences
  • Genuine interest in financial services, alternative investments, and technology transformation
  • Build effective working relationships with immediate team members, partners, and cross-functional stakeholders; communicate clearly and ask for help when needed

Associate — 3–5 years (all Analyst qualifications, plus:)

  • Owns service delivery, escalation resolution, and platform configuration for an assigned book of partners with minimal oversight
  • Advanced working knowledge of Microsoft Office, CRM programs, and data analysis tools (Excel, SQL, Tableau)
  • Alternative investments/fund knowledge and direct experience with platform configuration or data analysis required
  • Skilled at building trusted relationships and managing multiple partner relationships concurrently, while also leading medium-scope platform or process delivery projects

Preferred

  • Prior experience in a small to mid-sized firm, startup environment, or relevant internship preferred

Pay

USD 75,000 - 125,000