Partner Experience (Analyst – Associate)
CAIS · New York, New York
Posted 1 day ago · $75,000 - $100,000
or apply directly on CAIS's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 1 day CAIS's roles stay open a median of 41 days
- Reposted
- No
- Salary listed
- Yes 77% of CAIS's roles list one
- Ghost-job risk at CAIS
- high 6 stale, 0 reposted of 13 open
- Hiring momentum
- 14 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from CAIS's own greenhouse board since 2026-08-03. Full hiring picture for CAIS.
About this role
The Partner Experience Analyst/Associate role at CAIS involves managing relationships with financial advisors and partners while also handling technical aspects of the CAIS platform. Responsibilities include service delivery, platform configuration, data analysis, and driving process improvements. The position requires effective communication and collaboration across various teams to ensure a high-quality partner experience.
- benefits
- 4/5
- freshness
- 5/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of CAIS as an employer.
What you need
- 0–5 years 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
- Effective communication skills, both oral and written
- Comfortable with Microsoft Office, CRM tools, and basic data validation
- Ability to build effective working relationships with team members and partners
Nice to have
- 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
- Experience with alternative investments/fund knowledge
- Advanced working knowledge of Microsoft Office, CRM programs, and data analysis tools (Excel, SQL, Tableau)
What you get
- Market competitive salary
- Performance bonus
- Generously subsidized healthcare with 100% employer paid dental and vision insurance
- Employer matched retirement plan
- Wellness programs
- Generous PTO and parental leave
Worth weighing
- Role combines relationship management with technical platform responsibilities, which may require diverse skill sets
- No specific mention of career advancement opportunities or training programs
- The role requires a minimum of 3 days in office per week, which may not suit all candidates
Summarised from CAIS's posting. Read the full original.
Listed by CAIS on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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