Senior Associate, Alternative Investments

Key Responsibilities

• Serve as an embedded resource within the Origination team, managing the end-to-end process for new fund launches.
• Engage proactively with incremental GP relationships to expand the platform pipeline.
• Advise on fund structures, terms, and positioning based on competitive intelligence and target client base.
• Collect and synthesize competitive intelligence — fundraising, fees, structures — from databases, Sales, and wealth management channels.
• Contribute to product approval materials and review fund legal documents.
• Establish and manage cross-functional working groups (Investments, Operations, Tax, Legal & Compliance, Marketing, Finance, Technology) to ensure on-time fund launches.
• Aid in due diligence coordination — investor Q&A, meetings with investment teams, and approval processes.

Asset Manager Relationship Management

• Provide dedicated support for CAIS's asset manager relationships, delivering a consistent and high-quality manager experience.
• Serve as primary point of contact for asset manager relationships across the platform.
• Conduct dashboard and reporting training, sales pipeline education, and advisor-facing teach-in programs.
• Drive adoption of self-service marketing, sales, and operational tools.
• Coordinate with Sales teams on regional events, roadshows, and manager engagement activities.
• Manage escalations and navigate across CAIS teams to resolve operational and client experience issues.

Investment Product Management

• Own the product strategy, lifecycle, and cross-functional execution for new and emerging investment structures on the CAIS platform.
• Lead product strategy and roadmap development for net-new investment structures, including SMAs, ETF solutions, Delaware Statutory Trusts (DSTs), Exchange Funds (XF), long/short tax strategies, and other emerging structures.
• Drive new product introduction and operationalization from concept through launch.
• Manage ongoing product lifecycle — performance tracking, enhancements, and optimization.
• Identify platform gaps and growth opportunities; translate them into actionable product initiatives.
• Design and improve the asset manager experience across onboarding, reporting, and ongoing engagement.
• Serve as the cross-functional coordinator across Investments, Technology, Operations, Legal, and Sales.