CAIS

Product Specialist

• Initiate and execute new client relationships within Independent Broker Dealers in the Southeast
• Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, ’40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information
• Prepare presentations and materials for client meetings
• Coordinate and execute tailored product launch strategies
• Coordinate manager due diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best in class investment products to our clients
• Assist in the planning and execution of roadshows and conferences
• Assist in the creation of product marketing collateral
• Work alongside the sales team on client pitches, product positioning and sales campaigns
• Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding
• Special projects and additional responsibilities to be determined based on capacity, skill, and interest

Alternative Investments Product Specialist