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CAIS
is hiring
Data Analyst
About Our Company
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. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.
CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source.
As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies.
Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.
Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London.
Job Description & Responsibilities
We are seeking a full-time Data Analyst to join our Data team in our New York City office. As the newest member of the team , you will partner with colleagues across the firm and be the creative thought leader ensuring that data - driven decisions are being mad e. You will lead initiatives by partnering with teams across the firm like Operations, Marketing, Product, Finance , Sales and Engineering to provide them with the data modeling , reporting, and analytics support they need to make impactful decisions. Our ideal candidate is a strong cross-functional communicator with a proven ability to solve open-ended problems in an elegant, scalable manner. This is a great opportunity for the right person to enhance their skill set across Data Analytics, Data Engineering and Data Science - curiosity, creativity, and tenacious problem solving are a must!
Responsibilities
- Enable data-driven decision-making by becoming an expert in Alternative Investments and CAIS data, lever aging this expertise to support stakeholder groups.
- Develop and maintain business intelligence dashboards and reports to effectively communicate trends, patterns, and predictions using relevant data.
- Partner with business stakeholders to gather requirements, execute analytics requests, and provide domain expert support.
- Work with the Product and Engineering team s to roll out new products /services to our platform , support data migration activities, and monitor their success through reporting or events tracking .
- Collaborate with cross-functional teams on data governance and cataloguing efforts by mapping out data assets in need of proper ownership and definitions, developing data governance policies, and promoting its adopt ion firm-wide
- Contribute to building our Data practice by creating training materials, customer-facing assets, and internal resources.
Requirements
What We’re Looking For
- 2+ years of experience in data analysis or similar roles, preferably in the Technology or Financial Services industry .
- Strong data modeling and reporting skills in a fast-paced environment.
- Proficiency in SQL and data visualization tools to tell compelling data-driven stories.
- Ability to understand complex ideas, break them down into actionable plans, and deliver solutions.
- Excellent communication skills and the ability to build strong relationships with various teams across the organization.
Preferred Qualifications
- Bachelor’s degree in Data / Analytics, Data Science, Computer Science, Engineering, Management Information System s or a related field .
- Experience with cloud databases (e.g., Snowflake, AWS ) and transformation tools ( e.g., dbt ) .
- Experience with Tableau or similar Business Intelligence tools.
- Experience with Lucidchart , Visio, or similar diagramming tools.
- Familiarity with machine learning concepts and programming languages.
What we offer
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 $85,000 - $125,000 . 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 flexible PTO and generous parental leave. Additionally, CAIS offers a hybrid in-office model.
