Associate)

About the Role

CAIS is seeking a Partner Experience (Analyst – Associate) to join the growing Partner Experience team. This is a dual-hatted role combining relationship management with technical, platform-facing responsibilities.

Key Responsibilities

• Serve as the primary point of contact and relationship owner for financial advisors, firms, and partners.
• Own service delivery and escalation management for assigned partners and/or processes, ensuring timely resolution and high-quality experience.
• Develop expertise in the CAIS platform, investment products, and the alternatives ecosystem to lead client and partner education, training, and platform demos.
• Configure and connect the CAIS platform for partners and lifecycle phases, including platform configuration, firm/user/fund permissions, connectivity scoping, and integration and workflow testing.
• Own document and data digitization work, and document/approval workflow design for assigned partner segments.
• Perform business and data analysis to troubleshoot problems, build reports, and support data-driven decisions.
• Provide issue monitoring and technical issue support for partner-facing platforms and data issues.
• Proactively communicate with partners on status, changes, and issues; provide consultative guidance on CAIS platform utilization.
• Drive product and process improvements, automation, and adoption of new tools, including Digital Workforce and AI/agentic capability.
• Identify recurring partner pain points and engage with Technology and Transformation teams for resolution.
• Lead and support platform delivery projects from scoping requirements through launch, in partnership with Technology, Product, and Relationship Management.
• Build relationships across internal teams (Sales, Transformation, Product, Technology, and Enablement) to resolve partner needs end-to-end.
• Maintain process and technical documentation and accurately track cases/interactions in CRM and collaboration tools (e.g., Airtable, SharePoint).

Requirements & Tech Stack

• Microsoft Office
• CRM tools
• Airtable
• SharePoint
• Excel
• SQL (Associate level)
• Tableau (Associate level)
• Digital Workforce
• AI/agentic capability

Qualifications

Analyst (0–2 years)

• Experience 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.
• Ability to build effective working relationships with immediate team members, partners, and cross-functional stakeholders.
• Reliable task completion and current status tracking in CRM and tracking tools.
• Comfort with Microsoft Office, CRM tools, and basic data validation.
• Exemplary oral, written, and interpersonal communication skills, including translating technical detail for non-technical audiences.
• 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 preferred.
• Ability to write repeatable queries and support test runs and data validation for platform configuration changes.
• Ability to produce and maintain SOPs and checklists for assigned partner and platform areas.

Associate (3–5 years)

• All Analyst qualifications, plus:
• Alternative investments/fund knowledge and direct experience with platform configuration or data analysis required.
• Skilled at building trusted relationships and managing multiple partner relationships concurrently, while also leading medium-scope platform or process delivery projects.
• Ability to own service delivery, escalation resolution, and platform configuration for an assigned book of partners with minimal oversight.
• Advanced working knowledge of Microsoft Office, CRM programs, and data analysis tools (Excel, SQL, Tableau).