Revenue Operations/Commercial Center of Excellence Intern

CAIA Association • Amherst, MA

2d • Hybrid

About The Position

The CAIA Association is seeking an intern to support strategic projects across Revenue Operations, commercial enablement, and B2B client operations as it builds its Commercial Center of Excellence. The role offers hands-on experience developing processes and capabilities, with exposure to the asset management, wealth management, and alternative investment industries. The intern will primarily contribute to projects involving AI and automation for business-process improvement, B2B market and client analysis, and commercial operations, while also supporting B2B client onboarding and other operational needs. Specific priorities will be established at the start of the internship, with the intern generally focused on two to three core projects. The position is part-time and hourly, with an anticipated start in December 2026 or January 2027. Internship duration will be discussed during the interview process. The role is hybrid and based in Amherst, Massachusetts, with at least one in-office day per week generally expected on Wednesday. Scheduled workdays should generally include at least four working hours; in-office days should typically include a minimum of four to five working hours. The position is not eligible for CAIA’s employer-sponsored benefit plans, except for benefits or leave required by applicable law or the terms of an applicable plan.

Requirements

• Be a current undergraduate student, graduate student, or recent graduate interested in hands-on experience at a global educational nonprofit.
• Strong analytical and problem-solving skills.
• Strong written and verbal communication skills.
• Be detail-oriented, reliable, and consistent.
• Be curious, open-minded, and willing to learn and adapt.
• Ability to prioritize and manage multiple projects effectively.
• Ability to collaborate as a team member and also work independently and take ownership of assigned projects.
• Creative thinker with a positive, solutions-oriented approach.
• Comfort working in a dynamic environment where priorities may evolve.
• Working knowledge of Microsoft Office, including Excel, Outlook, and Teams.
• General familiarity with AI tools and applications.
• Comfort working with Zoom and other virtual collaboration tools.
• Must be legally authorized to work in the United States.

Nice To Haves

• Exposure to or interest in finance, alternative investments, asset management, or wealth management.
• Previous internship or relevant work experience; not required.
• Experience with CRM, database, learning management, or similar business systems.
• Option to complete CAIA’s Fundamentals of Alternative Investments Certificate Program as part of the internship experience.

Responsibilities

• Support the Managing Director with projects focused on developing and implementing the Commercial Center of Excellence.
• Assist with B2B contract administration, tracking, and related commercial processes.
• Support B2B market, client, and opportunity analysis.
• Research and support targeted uses of AI and automation to improve efficiency and streamline business processes.
• Assist with surveys, data collection, analysis, and related commercial initiatives.
• Support B2B client onboarding and ongoing operational needs, particularly for accounts not managed through CAIA’s strategic account/IRM model.
• Participate in B2B sales meetings, opportunity reviews, and relevant team and project meetings.
• Provide project and operational support for emerging commercial opportunities and initiatives.
• Complete other program or operational projects as needed.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: No Education Listed