Executive Assistant to Chief Operating Officer

CAIS is building the first truly open marketplace for alternative investments, where financial advisors and asset managers engage and transact directly on a massive scale. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes; thus, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry leading learning system, CAIS IQ, that helps advisors learn faster, remember longer, and improve client outcomes.  

The firm is seeking an Executive Assistant to support the Chief Operating Officer (“COO”) with a wide range of administrative and business-related tasks. The ideal candidates for this role will be resourceful, organized, and possess a high level of attention to detail. Given the role’s nature and exposure, the ideal candidate also will have refined interpersonal skills, gravitas, and trustworthiness. For the right candidate, this opportunity provides an exceptional pathway for growth and development, as you will interact with every area of the firm while providing critical support to the COO. 

Responsibilities 

• Coordinate and maintain the COO’s calendars and effectively manage all scheduled activities (including business meetings, travel arrangements, personal appointments and outside board commitments)
• Strategically manage the COO’s time with respect to the organization’s priorities, goals, and objectives. This includes understanding important initiatives, preparation requirements, and managing evolving calendars accordingly
• Proactively bring together appropriate team members and resources to support key firm initiatives
• Research and follow up on incoming issues and concerns, including those of a sensitive or confidential nature. Act as proxy by prioritizing and determining the appropriate course of action, referral, or response, exercising judgment to reflect the COO's style and organization policy
• Answer phones, prepare expense reports, organize travel, and other administrative tasks as needed 
• Provide "gatekeeper" and "gateway" role, creating win-win situations for direct access to the COO’s and other Executive’s time and office
• Work independently, as well as with the Operations & Client Services teams on various projects
• Plan Onsite and team building events for the Operations & Client Service teams 
• Additional responsibilities to be determined based on capacity, skill and interest 

Qualifications 

• Bachelor’s degree required
• 2-7 years of administrative experience, preferably in the financial services industry or C-Suite
• Experience coordinating multiple competing priorities in a fast-paced environment
• Ability to independently execute instructions with great attention to detail and consistently produce work that is thorough and meticulous
• Highly refined communications and writing skills
• Ability to take detailed notes during meetings
• High level of integrity due to dealing with sensitive and confidential information
• Excellent time management skills, ability to coordinate multiple competing priorities in a fast-paced environment
• High EQ, positive attitude and good at building relationships
• Linear, logical thinking, the ability to resolve complex issues into manageable components, and an inherent desire to learn
• Advanced working knowledge of Microsoft Office and Salesforce 
• Ability to work out of our New York City office 3+ times a week

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. For candidates located in New York, New York, the base salary range for this role is $80,000 - $110,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.

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 generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/careers.