Jobs at CAIA | CAIA Association

The Member Relations Manager promotes the CAIA designation while providing a consistently high quality of service to more than 11,000 CAIA members in more than 90 countries. This position reports to the Director of Candidate & Member Relations. This is a full time, non-exempt position.

Job Responsibilities:

Member Communications & Customer Support

Serve as first point of contact for all member inquiries via phone and email including these tasks:
- Process new and renewal Membership records
- Verify and correct Member data and information on our systems
- Respond to Member inquires/complaints in a prompt and courteous manner
- Process Member record changes (name, address, etc.)
- Send requested materials to Members (publications, renewals, etc.)
- Update Association Management System (AMS) as appropriate
- Promote Membership to non-members as appropriate
- Respond to all emails and phone calls in accordance with established internal service level agreements
Provide input to Marketing for the monthly CAIA Member Newsletter
Facilitate New Member Orientation webinars including content, organization and presentation of webinars with other CAIA stakeholders
Serve as backup for Candidate Relations Manager during CAIA exam registration cycle peaks
Liaise with IT department to identify, prioritize, enhance or correct website issues that impact user experience

Member Management & Tracking

Manage and execute ordering and processing of CAIA Charters
Assist the Director with development, execution and tracking of membership acquisition, renewal, and recovery strategy and tracking
Analyze survey data and develop key findings report, upon request

Member Benefits

Collaborate with CMR Director and Marketing Director on messaging and Member benefit programming
Learn Career Center Administrative tool to track usage of CAIA Career Center, and provide support to Members and Institutions
Assist with establishing, implementing and tracking effectiveness of new member benefits and initiatives

Member Compliance

Support monitoring of CAIA designation misuse issues while coordinating with Legal

Fundamentals of Alternative Investment (FAI) Program Support

Serve as first point of contact for all FAI technical inquiries
Provide email and phone support for FAI inquiries and problems
Enroll individual and cohort groups of FAI participants into the program’s learning management system
Manage database and deliver scheduled customer reporting as needed
Participate in cohort onboarding and admin training calls

Qualifications:

• Enthusiasm for and understanding of CAIA’s mission and stakeholders
• Self-starter, detailed oriented and the ability to multitask in a fast-paced environment
• Excellent administrative skills
• Ability to learn on the job and follow detailed standard operating procedures
• Excellent verbal and written communication skills
• 3-5 years relevant experience including proven success in membership services and/or client account management, communications, and/or project management
• Excellent presentation skills
• Ability to work collaboratively with key CAIA departments
• Bachelor’s degree
• Technically savvy and familiar with tools such as Outlook, Sharepoint, SurveyMonkey, Trello, Microsoft suite, CRM/AMS platforms, Zoom/WebEx, Learning Management Systems, LinkedIn

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Human Resources Generalist and Legal Assistant

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The HR Generalist & Legal Assistant reports to the Managing Director of Operations. This position will be responsible for running our ADP TotalSource platform which includes payroll (time & labor management), health benefits, on and offboarding employees, and reporting. This position provides administrative support to the HR function as needed (e.g., correspondence generation, record keeping, file maintenance, HRIS entry) and ensures Company plans are administered in accordance with federal and state regulations, and well as co-administer our retirement plan. They will run the recruiting efforts for our US team. This position also assists with company-wide legal projects such as contract management and trademark administration. This position is Exempt for FLSA reporting.

Key Duties and Responsibilities.
• Administrator of ADP Total Source platform.
o Run bi-weekly payroll for US office
o Onboard and terminate employees in the system.
o Run reports
o Background screening
o Benefit open enrollment & changes
o PTO accruals
• Approve payroll for global offices.
• Recruiting
o Perform recruitment activities, clean up job descriptions, set up a preliminary interview and evaluate candidates for select positions. Maintain related records.
o Perform outreach to community sources for internship positions as needed.
o New-employee orientations at headquarters and facilitate orientations abroad as needed
• Manages annual performance evaluation process including salary adjustments & bonuses.
• From time to time handle conflict resolution, referring difficult situations to the Managing Director of Operations.
• Legal
o Work with Managing Director of Operations to ensure all company-wide contracts are compliant and critical deadlines are met.
o Assist with legal projects such as international and trademark strategy.
• Write, revise, edit and proofread company policies and procedures and related documents as needed.
• 401k – Vanguard Retirement Administrator. Run the 401k committee, and general contact for 401k questions and changes.
• Other task as needed.

Qualifications:

• Enthusiasm for and understanding of CAIA’s mission and stakeholders
• Self-starter, detailed oriented and the ability to multitask in a fast-paced environment
• Excellent communication skills, and ability to handle highly confidential materials.
• Ability to learn on the job and follow detailed standard operating procedures
• Excellent verbal and written communication skills
• Bachelor’s degree with 3-5 years relevant HR experience
• Excellent presentation skills
• Ability to work collaboratively with key CAIA departments
• Technically savvy and familiar with tools such as Microsoft suite, including outlook, SharePoint, and one drive. Experience with ADP TotalSource Preferred.
• SHRM – CP or PHR certification a plus

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Project Manager / Executive Assistant

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This position provides high-level administrative and organizational support to the CAIA Association’s Senior Managing Director and is an important member of the Content team. This role is responsible for highly confidential and time sensitive material and operates with in a face-paced and multi-faceted environment. The ideal candidate will have strong analytical, organizational, and communication skills. 3+ years relevant experience or bachelor’s degree with 1-year experience is required. This position is based in Charlottesville, VA with flexibility to work remotely and some travel. This is a full time position and is Non- Exempt for FLSA reporting.
Responsibilities:
• Managing and serving as the primary contact for all client, manager and employee communications for the Senior Managing Director (i.e. phone calls, emails, calendar appointments and contact database)
• Managing various special projects throughout the association as directed by the Senior Managing Director including Global Asset Allocator Meetings and Content development
• Preparing meeting documents, presentations and various communications
• Maintaining the highest level of confidentiality in all areas of work
• Coordinating complex domestic and international travel arrangements (including flights, hotel reservations and ground transportation) and trip files
• Scheduling calendar commitments and meetings to maximize time-efficiency
• Completing expense reports and performing expense budget-tracking
• Additional responsibilities, as needed

Qualifications:

Seeking a bright, experienced administrative professional with strong analytical, organizational and communication skills. 3+ years relevant experience or Bachelors’ degree with 1-year experience is required. Ideal candidate is proactive, able to work independently within a fast-paced environment and possesses the ability to anticipate and/or identify and resolve problems in a timely manner. In addition, the ideal candidate would have a proven track record in the following areas:

• Maintaining the highest professional standards in all written and oral communications
• Building strong working relationships and interacting professionally with clients, vendors, colleagues and the general public
• Possessing a high level of interpersonal skills to handle sensitive and confidential situations
• Proficiency in Microsoft Office (including PowerPoint and Outlook)
• Flexibility and a willingness to work extra hours and perform additional duties as needed
• Ability to learn how a business works with potential for promotion from within a rapidly expanding global organization
• Interest and/or familiarity with investment management and alternatives asset classes.
• This position is ideally based in Charlottesville, VA, with some flexibility to work remotely and periodic travel required.

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