CAIS

Platform Solutions and Operations SVP

CAIS

full-time

Posted on:

Location Type: Remote

Location: Remote • New York • 🇺🇸 United States

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Salary

💰 $160,000 - $190,000 per year

Job Level

Lead

Tech Stack

SQLTableau

About the role

  • Lead CAIS Platform Operations across the post-trade alternative investment lifecycle including (e.g., distributions, capital calls, valuations, subscriptions, transfers, and redemptions)
  • Direct a global team, ensuring resources are aligned, SLAs are met, and BAU activities run seamlessly
  • Serve as escalation point and subject matter expert, fostering trust with clients, partners, and internal stakeholders
  • Identify, design, and implement automation and process improvements that enhance efficiency and scalability
  • Leverage data analysis and reporting tools to support informed decision-making and continuous improvement
  • Champion emerging technologies, including GenAI, to streamline operations and unlock new capabilities
  • Lead high-impact projects from initiation through execution, including scoping, requirements, risk mitigation, and delivery
  • Provide transparent updates to senior leadership, ensuring accountability and alignment with company strategy
  • Anticipate future operational needs and build business cases to drive strategic investments
  • Collaborate with Product, Marketing, Distribution, and Strategy teams to create client-facing collateral, training materials, and sales enablement content
  • Act as a strategic advisor in client and partner engagements, shaping solutions and identifying new business opportunities
  • Support business development efforts by bringing operational expertise into client discussions and proposals

Requirements

  • 8+ years of experience in alternative investment operations
  • Deep understanding of fund accounting, reconciliation, and settlement processes across alternatives (PE, Hedge, Credit, Real Assets)
  • Proven track record leading and developing global teams
  • Bachelor’s degree in business, economics, finance, or a related discipline
  • Strong data analysis capabilities; proficiency in Excel, SQL, and Tableau
  • Experience with project management tools (e.g., Airtable, Jira, Asana, Monday)
  • Exceptional organizational, communication, and relationship-management skills
  • Demonstrated ability to thrive in fast-paced environments and manage competing priorities
Benefits
  • Health insurance
  • 100% employer paid dental and vision insurance
  • Employer matched retirement plan
  • Wellness programs
  • Generous PTO and parental leave
  • Flexible, hybrid in-office model

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
fund accountingreconciliationsettlement processesdata analysisExcelSQLTableauproject management
Soft skills
leadershiporganizational skillscommunication skillsrelationship managementstrategic advisingproblem-solvingcollaboration