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CAIS is the pioneer in democratizing access to and education about alternative investments and structured investment solutions 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 access to a broad range of alternative investment strategies, including structured investments, hedge funds, private equity, private credit, real estate, and digital assets. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets. The CAIS Capital Markets team sits at the forefront of the firm’s structured investments offering. Through this platform, financial advisors gain access to structured notes, bank issuer offerings, curated bespoke strategies, and full lifecycle trade execution support. The team bridges the gap between advisors and capital markets, simplifying complex structured products into actionable portfolio solutions. We are seeking a highly motivated Associate to join the team and partner with senior leaders in covering clients across the division, with an anticipated focus on the South-Central territory. This is an excellent opportunity for a professional with a strong interest in capital markets, structured products, and advisor-centric financial innovation. You will collaborate closely with senior Product Specialists to support new business development, provide operational and analytical support, and help advance the education and engagement of advisors using structured notes.
