Advisor Services Analyst/Associate

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Salary

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401(k) match

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Schedule

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Weekend work

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Application

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Deadline

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Where they hire

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About this role

Advisor Services Analyst/Associate New York City CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. 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. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets. We are seeking a driven, forward-thinking Advisor Services Analyst/Associate to join our growing Client Service team in New York City. This role is designed for someone who believes exceptional service is built through deep client understanding, strong operational fundamentals, and smart use of technology . You will work directly with advisors while also helping transform recurring client needs into scalable, automated workflows that reduce manual effort and improve consistency. This is not a purely reactive service role. You will be expected to think like an operator-identifying friction, designing better processes, and partnering with Product and Technology to continuously shape and evolve how exceptional service is delivered at scale. Responsibilities: Client Service & Advisory Support - Serve as a primary point of contact for financial advisors and their teams, supporting transactions across the alternative investment lifecycle, including subscriptions, transfers, capital calls, AML/KYC, redemptions, fund closings,

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