Jobs at CAIA

We look for top-quality, dedicated professionals to become a part of our growing organization. CAIA offers competitive salaries and benefits packages, as well as excellent opportunities to expand your skills.

The Chartered Alternative Investment Analyst Association® (CAIA) in Amherst is seeking a dynamic individual to join our finance team. Reporting to the Controller, the Senior Accountant will be a part-time position working approximately 20-25 hours per week.
 

This position requires a highly organized, extremely detail-oriented individual at ease with multi-tasking and adhering to deadlines, possessing excellent interpersonal, written and verbal communication skills. Individual must be comfortable working alone as well as collaboratively and have the ability to adapt and prioritize effectively. Must be able to perform journal entries to detail schedules to ledgers to financial statements, and prior experience in a non-profit and/or membership-based organization is a huge plus. Experience with transfer pricing is a must. The ideal candidate will have 5+ year’s relevant work experience. A Bachelor’s degree is required; CPA is preferred. This position is based in Amherst, MA, but we will consider a remote working situation.
 

The CAIA Association is the world leader in alternative investment education, offering the only education program uniquely designed for individuals specializing in institutional-quality alternative investments. The 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 more than 11,000 alternative investment professionals located in more than 90 countries. CAIA also offers the Fundamentals of Alternative Investments Certificate Program (”Fundamentals”), an introductory-level online course, designed to provide a foundation in the core concepts in alternative investing. This program represents a natural extension of CAIA’s mission to provide solutions to specific market needs for alternative investment education.
 

CAIA Association is an Equal Opportunity Employer (EOE). No agencies, please.  

Qualifications:

Support the CMR department of CAIA through ongoing and recurring communications (phone and email) with our candidates and members to achieve the goals of maximizing candidate success, member acquisition and retention; and support Exams events and activities. The successful CMR-Exams Special Projects Associate will have high energy, excellent interpersonal communication, and phone skills, exercise discretion regarding confidential information, apply critical thinking in generating new projects, and be a collaborative positive team player with the proven ability to multi-task in a fast-paced environment.

Key activities will include but not limited to:

CMR:

  • Extensive customer service duties (phone, email, and physical mail) to execute cyclical campaigns (candidate registration phone calls, lapsed member invoices, LinkedIn audits) for CAIA’s candidates and members, including creating and revising supporting and tracking documentation.
  • Assist with creation, documentation, and implementation of CMR related processes, including the generation of new projects.
  • Assist with the establishment of success metrics for campaigns.
  • If necessary, provide support and backup to existing Candidate and Member Relations team including phone and email contact with members and candidates to support day to day candidate and member relations activities including but not limited to:
  • Process new and renewal membership records
  • Verify and correct all information on our systems
  • Search and add customer/membership records
  • Respond to candidate/member inquiries/complaints in a prompt and courteous manner
  • Exam registration and scheduling support as needed
  • Other duties as assigned
  • Serve as back-up for our main phone line operator, directing calls as appropriate.
  • Assist with the development of new projects and initiatives that may include outreach to candidates and members or optimizations of CAIA’s internal systems.
  • Report to the CMR director weekly to provide updates on ongoing projects and brainstorm solutions and optimizations to current processes

Exams:

  • Assist with the preparation for CAIA’s biannual grading event, the Grading Jamboree; activities may include booking lodging, coordination with a travel agent, venue booking, correspondence with graders, printed material preparation, onsite problem solving, and other issues as they arise.
  • If requested, assist with the following activities: coordination of document flow, provide word processing support at a high level of accuracy, maintain version control for test development activities, maintenance of exam database and online sample exams, communicate with volunteer writers regarding assignments, and other exam duties as assigned...
  • Report to Project Manager of Exam Administration provide updates on ongoing projects and identify new solutions and optimizations to current processes.
Qualifications:

• Bachelor’s degree
• Previous experience in customer service/client services/sales
• Excellent interpersonal, communication (verbal and written) and customer service skills
• Proven attention to detail and accurate data entry and word processing skills
• Proven ability to effectively complete tasks and manage time
• Excellent problem solving and critical thinking skills a must
• Professional demeanor and pleasant phone manner
• Commitment to maintaining confidentiality of secure and personal information
• Strategic thinker who is flexible and able to handle multiple tasks simultaneously
• Ability to quickly learn new software/processes a must
• Microsoft Office, familiarity with CRM systems
• Exposure to Associations and Finance Industry a plus

The Client Relations Associate will support the CAIA Association and be an excellent ambassador for the CAIA brand through ongoing communications (phone and email) to achieve the goals of maximizing candidate success, member acquisition and member retention as well as being able to assist with administrative program management. The successful CRA will have high energy, excellent interpersonal skills, strong problem-solving skills, as well as excellent communication (written and oral), and phone skills. The successful CRA candidate will also exercise discretion regarding confidential information, be a collaborative, positive team player with the proven ability to multi-task in a fast-paced environment.

Key activities will include, but are not limited to:
• Customer service duties (phone and email) to support CAIA Candidates, CAIA Members and Fundamentals of Alternatives Investments participants including:
• Respond to all inquiries in a prompt and courteous manner
• Verify and correct all information on our systems
• Search and add customer/membership records
• Exam registration and scheduling support
• Support the administration and management of various CMR programs.
• Generate and distribute bi-weekly reports for CAIA Preparatory Providers during the exam registration period.
• Interface with CAIA Preparatory Provider to request updates for CAIA website such as logos and links.
• Learn CAIA’s Association Management System (AMS), and (future) Customer Relationship System (CRM).
• Work with other members of the team to assist with planning and execution of various phone, email and mail campaigns.
• Assist with creation, documentation, and implementation of CMR related standard operating procedures.
• Assist with other team projects by utilizing strong analytical skills to solve problems, post-campaign analysis.
• Assist with the development of new projects and initiatives.
• Process new and renewal membership records, as needed.
• Provide backup support for enrollments in Fundamentals of Alternative Investments
• Assist with maintaining Absorb Learning Management System records and databases, upon request.
• Other duties, as assigned.
• Complete the CAIA self-study, Fundamentals of Alternative Investments during the first year of employment.
• Ability to work both independently and collaboratively across the CAIA organization.

Qualifications:

• College degree
• Entry level position
• Excellent interpersonal, communication (verbal and written),
• Proven attention to detail and accurate data entry and word processing skills
• Competency in Microsoft Office
• Proven ability to effectively complete tasks and manage time
• Excellent problem solving skills a must
• Professional demeanor and pleasant phone manner
• Commitment to maintaining confidentiality of secure and personal information
• Strategic, flexible thinker who is able to adapt to shifting priorities
• Ability to work well in a fast-paced environment and handle multiple tasks simultaneously
• Ability to quickly learn new software/processes a must
• Familiarity with AMS and/or CRM systems a plus
• Previous customer service, relationship and/or account management, project management skills a plus
• Exposure to Associations and Finance Industry a plus