Jobs

Position Summary:

The Accounting Intern provides general accounting, clerical and administrative support for the company, within the accounting department. Support the accounting team with manual journal entries and ad hoc requests as needed.
 

Essential Functions/Percentage of Time Spent on Each:

• Complete assigned monthly and quarterly account reconciliations according to established criteria.
• Generate manual invoices for the business as needed.
• Complete accounting routines related to internal sales to support monthly, quarterly, and annual financial closings & reporting.
• Have a general understanding of US Generally Accepted Accounting Principles.

Minimum Job Requirements:

Education:

Pursuing a bachelor’s degree in finance or accounting. Must be entering Junior Year or Senior Year.  

Experience:

Entry Level

Specific Skills:

Basic Excel and Microsoft Word skills.

Specialized Knowledge, Licenses, etc.:

Have completed at least one Financial Accounting Course

Working Conditions:

Hybrid

About the CAIA Association

The CAIA Association, a non-profit organization founded in 2002, is the world leader in alternative investment education and provides solutions to specific market needs for education about alternatives. The CAIA Association is best known for the CAIA Charter®, an internationally recognized credential granted upon successful completion of a rigorous two-level exam series combined with relevant work experience. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a global network of nearly 13,000 alternative investment leaders located in 100 countries who have demonstrated a deep and thorough understanding of alternative investing. CAIA also offers the Fundamentals of Alternative Investments Certificate Program, an online course that provides an introduction to the core concepts of alternative investing.

Having grown rapidly, the CAIA Association now supports vibrant chapters for its Members located in financial centers around the world and sponsors more than 120 educational and networking events each year. CAIA is also a leading authority and trusted source for information on trends, data, and emerging issues in the alternative investments industry for reporters worldwide. For more information, please visit CAIA.org.

CAIA offers a full benefits package. CAIA is an equal opportunity employer. For more information, please go to https://caia.org/about/jobs-at-caia.

Purpose and Scope

The Relationship Manager, UniFi by CAIA™ supports the strategic objectives and mission of the UniFi by CAIA™ learning platform. The activities of the Relationship Manager include providing world class relationship management, client service, and administrative support for current and prospective institutional and individual clients.

This role reports to the Managing Director, UniFi by CAIA™ Operations. Salary commensurate with relevant experience.

Responsibilities:

Industry Relations and Sales Support – 50%

• Engage with prospective institutional FAI clients by understanding client needs and executing sales strategies where appropriate.
• Interact with prospective institutional clients, acting as a subject matter expert on the FAI program and as an ambassador for the entirety of CAIA Association’s educational programs.
• Collaborate with Managing Director and colleagues and contribute to a data-driven industry relations strategy and tactical business development execution plan.
• Follow the established opportunity management process within Salesforce, collaborating with Managing Directors, IT, CMR, and Finance. Document notes, activities, and sales cycle progress in Salesforce.
• Develop and present UniFi by CAIA™ platform content in client meetings and/or on webinars, with support from Managing Director and content team, as appropriate.
• Provide input to messaging and marketing support for email and social media campaigns and content marketing where applicable.

Ongoing Relationship Management and Administrative Support – 40%

• Provide world-class client service to existing institutional UniFi clients through regular meetings, engagement, and educational opportunities.
• Start onboarding processes for new clients, transition post-sales, and client service to the Candidate and Member Relations (CMR) team.
• Provide the CMR team with UniFi by CAIA™ platform subject matter expertise for retail clients, upon request.
• Provide bespoke reporting for institutional clients on a monthly, quarterly, semi-annual and/or annual basis.
• Assist Managing Director and Curriculum team to remain aware of continuing education (CE) requirements for other professional associations, drive CE relationships where applicable, and provide support for CE credit execution and/or partnership renewals.
• Assist CMR and/or provide administrative support to clients, including tasks such as course setup, report generation, discount code creation, technical support, and other bespoke tasks related to FAI account management for institutional clients.
• Develop competency in navigating the back-end operations of the FAI learning management system, Absorb.

Content Input and Development - 10%

• Act as a liaison between clients and UniFi content development, identifying educational needs and soliciting feedback on the UniFi platform.
• Participate in future module content and product development as appropriate.

Qualifications:

• Undergraduate degree in business/finance/communications or related field
• 0-3 years of experience in financial services or customer relationship management
• Complete 20 hours of online training with the Fundamentals of Alternatives Investments certificate program during the first ~90 days of employment.
• Outstanding communication, presentation, interpersonal and analytical skills
• Strong attention to detail
• Microsoft 365, Zoom, and Outlook competency required.
• Experience with Salesforce is preferred.
• Experience and exposure to learning management systems and survey platforms a plus.
• Collaborative, team player with an entrepreneurial attitude, drive, and flexible mindset
• Comfortable working in a dynamic environment with evolving priorities
• Location near Philadelphia or Amherst, preferred. The position can be based remotely in the Americas, subject to experience and management discretion.
• Some travel may be required

Are you a problem solver who wants to learn about the needs of a global organization, gather data, analyze trends, and can bring creative data-driven solutions to life?  Do you like to roll up your sleeves and jump into a concept? Do you see yourself as a future leader and product owner who sweats the details and can work side-by-side with cross-functional and cross-organizational teams? We are looking for you!

The CMR Team at CAIA

The Candidate and Member Relations (CMR) team serves a key role in the journey of our global community as they obtain their CAIA Charter: We support Candidates taking the CAIA exams and we engage with our global Members.

Our primary role is to respond to all incoming emails and phone calls from our global constituents. Additionally, we administer and work on a series of ongoing strategic initiatives to ensure our Candidates and Members have an experience with CAIA that reflects the stature of the brand, propels the mission of the organization, and underscores the value of the designation. This position reports to the Director of Candidate & Member Relations.

Essential Functions

Position Overview and Projects you might be working on:

This position will provide the opportunity to gain professional experience in Customer Lifecycle Management, from direct engagement with our global community to diving into data-driven projects.

• Review LinkedIn profiles of CAIA lapsed Members to identify policy violations.
• Create and update marketing metrics reports, where needed create a slide deck that ‘tells the story’.
• Collaborate on developing sound and resonating presentations for a global audience.
• Support the team with various CAIA Association’s global community related content and communication projects, including authoring and reviewing messaging. 
• Co-Manage the content calendar to drive goals and objectives.
• You are considered a full member of the CMR team and will be expected to participate in team meetings and team collaboration activities.

An internship is created to learn new tools, so it is not necessary to be proficient in any of our current tools, but it helps if you are inquisitive, not afraid of data, and eager to learn. You will experience what it is like to be a valued member of a fast-paced, innovation-driven environment, and work on day-to-day projects as well as larger communication campaigns in support of the association’s key goals and objectives. We would love to be part of your career path and help build your resume!

Some of the tools you will be working with include:

• Microsoft Office applications such as SharePoint, Outlook and Teams are at the heart of our organization.
• Microsoft Planner, Smartsheet and the Robin App help us (and you) stay organized.
• Proficiency in Microsoft Office Suite, especially using Excel and/or manipulating large and diverse data sets.
• Experience or exposure to modeling in a BI tool (Power BI, Tableau, Looker, etc.) is helpful but not required.

Qualifications:

• Excellent attention to detail, and highly organized.
• Ability to consistently follow-up using existing procedures and processes.
• Interest in marketing and communications.
• Enormous plus if you are familiar with digital marketing and digital marketing campaigns.
• Super plus if you dig ‘data’.
• Able to prioritize and multitask effectively.
• Positive, customer-focused approach and attitude.
• Sense of humor.
• Previous experience a plus but not required.
• Analytical, problem-solving skills, written and verbal communication skills.
• Exposure to databases, particularly customer relationship management software, a plus.
• Experience working/studying abroad and/or multilingual a plus. 

Requirements

• Student interested in gaining hands-on work experience in fast-paced global organization.
• Maximum 20 hours per week
• Ability to work well independently as well as collaboratively.

About the CAIA Association

The CAIA Association, a non-profit organization founded in 2002, is the world leader in alternative investment education and provides solutions to specific market needs for education about alternatives. The CAIA Association is best known for the CAIA Charter®, an internationally recognized credential granted upon successful completion of a rigorous two-level exam series combined with relevant work experience. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a global network of nearly 13,000 alternative investment leaders located in 100 countries who have demonstrated a deep and thorough understanding of alternative investing. CAIA also offers the Fundamentals of Alternative Investments Certificate Program, an online course that provides an introduction to the core concepts of alternative investing.

Having grown rapidly, the CAIA Association now supports vibrant chapters for its Charterholders located in financial centers around the world and sponsors more than 120 educational and networking events each year. CAIA is also a leading authority and trusted source for information on trends, data, and emerging issues in the alternative investments industry for reporters worldwide. For more information, please visit CAIA.org.

CAIA offers a full benefits package. CAIA is an equal opportunity employer. For more information, please go to https://caia.org/about/jobs-at-caia.

Position Summary

The EMEA Marketing and Chapter Relations Assistant supports the efficient execution of our institutionally driven strategy with the goal of promoting awareness of the CAIA designation and establishing the CAIA Association as the educational standard in the industry. The Assistant will efficiently optimize internal processes by liaising with EMEA Chapters, planning and coordinating events with CAIA’s academic and associations network, implementing traditional and social marketing methods, and contributing to define the overall strategy for conferences. The candidate will be part of a cross functional team and will coordinate with Global Business Development, Chapter Relations, Marketing and Candidate and Member Relations contributing to save costs and achieve an optimal integration and communication across departments. Leverage on synergies with HQ as well as offering a local customized service are a part of the mission related to the role.

Essential Functions & Responsibilities

Industry Outreach

• Help to build CAIA’s outreach with Association Partners and Academic Partners.
• Participate in conferences and events on behalf of the CAIA Association.
• Improve coordination with all constituencies including regulatory, academic, commercial/institutional, industry association, and media/press.
• Work efficiently with various teams to plan and execute conference sponsorships, educational summits, marketing initiatives, media exchanges, and other CAIA Association marketing and program events.
• Handle coordination with vendors, work on maintaining costs.
• Promote the efficient delivery of marketing collateral and gift premiums including managing budget item, purchasing requests and obtaining necessary approvals as required.
• Coordinate events including event management, promotions, invitations, social media posts and onsite event logistics.
• Coordinate and track materials logistics for all conferences and Chapter events up to 8-10 weeks out and troubleshoot as needed.
• Willingness to travel (10%) when needed.

Chapters Relations

• Work closely with volunteer leaders in 12 EMEA chapters (including an Emerging Chapter in the Middle East), acting as a point of contact and providing timely and efficient support.
• Help in executing the chapters’ strategy for Events (drafting of invitations, securing venues etc. as necessary)
• Optimize and maintain relations with CAIA’s institutional sponsors.
• Monitor, assess and reports on chapter activity within the region.
• Maintain chapter records, including contact information, volunteer agreements, and website updates.

Marketing & Social Media

• Work closely with the Director of Marketing to support the regionally focused marketing efforts.
• Establish relationships with regional media outlets and public relations firms.
• Help ensure the execution of timely and relevant social media posts across multiple platforms. Responsible for hands-on interaction within social media presences (Facebook, Twitter, LinkedIn, etc.).

Requirements

The successful EMEA MARKETING AND CHAPTER RELATIONS ASSISTANT will have the following:

Education:

• Bachelor’s degree preferred.

Specific Skills:

• Passion for data, marketing, and interest in finance.
• Fluency in English and German are required.
• High attention to detail.
• Is extremely organized.
• Performs reliably and consistently.
• Outstanding communication skills and customer-service focus.
• Demonstrated ability to solve problems, improve processes and perform well under pressure.
• Proven marketing experience in the European financial industry.
• Knowledge of media relations and social media.
• A creative thinker and a dedicated team player.
• Skilled in MS Office.
• Able to manage direct mailing platforms, CRM.

About the CAIA Association

The CAIA Association, a non-profit organization founded in 2002, is the world leader in alternative investment education and provides solutions to specific market needs for education about alternatives. The CAIA Association is best known for the CAIA Charter®, an internationally recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a global network of over 13,000 alternative investment leaders located in more than 100 countries, who have demonstrated a deep and thorough understanding of alternative investing. CAIA also offers the Fundamentals of Alternative Investments Certificate Program, an online course that provides an introduction to the core concepts of alternative investing.

Having grown rapidly, the CAIA Association now supports vibrant chapters for its Charter Holder members located in financial centers around the world and sponsors more than 120 educational and networking events each year. CAIA is also a leading authority and trusted source for information on trends, data and emerging issues in the alternative investments industry for reporters worldwide. For more information, please visit CAIA.org.

CAIA offers a full benefits package. CAIA is an equal opportunity employer. For more information, please go to https://caia.org/about/jobs-at-caia.