Revenue Operations/Commercial Center of Excellence Intern

CAIA Association•Amherst, MA

1d•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. This hands-on role provides exposure to the asset management, wealth management, and alternative investment industries. The intern will primarily support two to three projects involving AI and automation, B2B market and client analysis, and commercial operations, while also assisting with B2B client onboarding and other operational needs. The role calls for a curious, analytical, collaborative person who can also take ownership of projects and move them forward independently. This is a part-time, hourly, non-exempt W-2 internship of approximately 15–20 hours per week. It is hybrid and based in Amherst, Massachusetts, with an in-office presence at least one day per week, generally Wednesday. In-office days should typically include at least 4–5 working hours, and scheduled workdays should generally include at least four working hours. The anticipated start date is December 2026 or January 2027; the internship duration will be discussed during the interview process. The position is not eligible for CAIA’s employer-sponsored benefit plans, except for benefits or leave required by law or applicable plan terms. Candidates must be legally authorized to work in the United States.

Requirements

Be a current undergraduate student, graduate student, or recent graduate interested in gaining 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.
Be able to prioritize and manage multiple projects effectively.
Work collaboratively while also working independently and taking ownership of assigned projects.
Bring a creative, positive, and solutions-oriented approach.
Be comfortable 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.
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.

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.
Optionally complete CAIA’s Fundamentals of Alternative Investments Certificate Program as part of the internship experience.