Event Operations Associate

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.
CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.
We are seeking a highly organized and goal-oriented Event Operations Associate to join our dynamic team. The ideal candidate will have experience in event operations, project management, and a strong proficiency with the event management platform, Cvent. This individual will play a key role in managing event logistics, coordinating training sessions, and supporting strategic meeting initiatives. This role may be required to work outside of regular business hours. 

Key Responsibilities: 

Event Platform Management: 

• Serve as the primary administrator for Cvent, ensuring the account is up-to-date 
• Create, maintain and execute event and email templates in Cvent to be used by sales teams across the organization  
• Take a lead role in creating, reviewing, and updating all event-related communications, including invitations, reminders and post-event follow-ups. Ensure all communications align with the event's goals, branding guidelines, and audience needs.  
• Develop top-tier event websites, registration portals, and mobile apps for seamless attendee event experiences. 
  

Event Operations: 

• Assist in the creation and implementation of project plans, standard post-event surveys, and self-service toolkits for the proprietary events that CAIS is hosting.  
• Manage the event invoice process, including tracking, processing, and reconciliation to ensure timely and accurate payments. Facilitate corporate credit card usage for event-related expenses, ensuring compliance with company policies and procedures.
• Maintain a SharePoint sites to provide resources and communicate updates to internal teams.

Qualifications: 

• 2+ years of professional experience, preferably in a marketing event operations role. 
• Proficient in Cvent event technology. 
• Exceptional attention-to-detail and organizational skills. 
• Strong project management and decision-making abilities, including ability to problem solve and offer creative solutions at moment’s notice 
• Excellent interpersonal skills and ability to work collaboratively. 
• Proficiency in Microsoft Products, including Word, Excel and PowerPoint, with strong reporting and analytics skills. 
• Ability to work independently and as part of a team in a fast-paced environment and prioritize tasks. 
• Willingness to learn and develop knowledge of financial services. 
• Bachelor's degree in English, marketing, communications, hospitality, or a related discipline preferred.  

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.   

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and flexible PTO and generous parental leave. Additionally, CAIS offers a hybrid in-office model. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.