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Partner Experience (Analyst – Associate)

CAIS
Location
New York, New York
Posted
5 days ago
Department
Operations & Client Service
Salary
$75,000 - $100,000
What they actually want (must-haves)
  • 0–5 years in client service, solutions/operations, or platform configuration within financial services
  • Bachelor's degree in business, economics, finance, computer science, or related discipline
  • Genuine interest in financial services, alternative investments, and technology transformation
  • Effective communication skills, both oral and written
  • Comfortable with Microsoft Office, CRM tools, and basic data validation
  • Ability to build effective working relationships with team members and partners
Nice to have
  • FINRA Series 7, 63 preferred, or within 6 months of hire
  • Prior experience in a small to mid-sized firm, startup environment, or relevant internship
  • Experience with alternative investments/fund knowledge
  • Advanced working knowledge of Microsoft Office, CRM programs, and data analysis tools (Excel, SQL, Tableau)
What the job really is

The Partner Experience Analyst/Associate role at CAIS involves managing relationships with financial advisors and partners while also handling technical aspects of the CAIS platform. Responsibilities include service delivery, platform configuration, data analysis, and driving process improvements. The position requires effective communication and collaboration across various teams to ensure a high-quality partner experience.

Benefits
  • Market competitive salary
  • Performance bonus
  • Generously subsidized healthcare with 100% employer paid dental and vision insurance
  • Employer matched retirement plan
  • Wellness programs
  • Generous PTO and parental leave
Things to weigh
  • Role combines relationship management with technical platform responsibilities, which may require diverse skill sets
  • No specific mention of career advancement opportunities or training programs
  • The role requires a minimum of 3 days in office per week, which may not suit all candidates
Job score4.4/5
Benefits4/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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