Data Analyst

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 32,000 advisors who oversee more than $4 trillion in network assets. 

We are seeking a full-time Data Analyst to join our Data team in our New York City office. As the newest member of the team, you will partner with colleagues across the firm and be the creative thought leader ensuring that data-driven decisions are being made. You will lead initiatives by partnering with teams across the firm like Operations, Marketing, Product, Finance, Sales and Engineering to provide them with the data modeling, reporting, and analytics support they need to make impactful decisions. Our ideal candidate is a strong cross-functional communicator with a proven ability to solve open-ended problems in an elegant, scalable manner. This is a great opportunity for the right person to enhance their skill set across Data Analytics, Data Engineering and Data Science - curiosity, creativity, and tenacious problem solving are a must!

Responsibilities: 

• Enable data-driven decision-making by becoming an expert in Alternative Investments and CAIS data, leveraging this expertise to support stakeholder groups. 
• Develop and maintain business intelligence dashboards and reports to effectively communicate trends, patterns, and predictions using relevant data. 
• Partner with business stakeholders to gather requirements, execute analytics requests, and provide domain expert support. 
• Work with the Product and Engineering teams to roll out new products/services to our platform, support data migration activities, and monitor their success through reporting or events tracking. 
• Collaborate with cross-functional teams on data governance and cataloging efforts by mapping out data assets in need of proper ownership and definitions, developing data governance policies, and promoting its adoption firm-wide 
• Contribute to building our Data practice by creating training materials, customer-facing assets, and internal resources. 

What We’re Looking For: 

• 2+ years of experience in data analysis or similar roles, preferably in the Technology or Financial Services industry. 
• Strong data modeling and reporting skills in a fast-paced environment. 
• Proficiency in SQL and data visualization tools to tell compelling data-driven stories. 
• Ability to understand complex ideas, break them down into actionable plans, and deliver solutions. 
• Excellent communication skills and the ability to build strong relationships with various teams across the organization. 

Preferred Qualifications: 

• Bachelor’s degree in Data / Analytics, Data Science, Computer Science, Engineering, Management Information Systems or a related field. 
• Experience with cloud databases (e.g., Snowflake, AWS) and transformation tools (e.g., dbt). 
• Experience with Tableau or similar Business Intelligence tools.
• Experience with Lucidchart, Visio, or similar diagramming tools.
• Familiarity with machine learning concepts and programming languages. 

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers. 

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $85,000 - $125,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. 

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and flexible PTO and generous parental leave. Additionally, CAIS offers a hybrid in-office model. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.