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 CAIA Association supports Chapters located in financial centers around the world that are dedicated to organizing hundreds of educational and networking events for the local CAIA community and raising awareness of the CAIA brand. Our Chapters help members expand their networks and keep abreast of trends and new developments in the alternative investment industry. The Chapter Relations intern will support the strategic objectives of Chapter Relations team in the planning and executing of events in the Americas and EMEA. This position reports to the Assistant Director of Chapter Relations.

Responsibilities:

  • Manage CAIA Chapter email boxes, events Inbox, and other Inboxes as necessary
  • Prepare, ship, and track materials for various CAIA events 
  • Provide support in proofreading and editing materials as needed
  • Create event invitations
  • Support efforts to launch new Chapters
  • Provide support on additional administrative tasks as needed
  • Participate in departmental meetings and conference calls with chapter committees
  • Attend events (as possible) regionally

Requirements

  • Undergraduate student interested in gaining hands-on work experience in fast-paced global finance organization
  • Availability to work 15-25 hours per week
  • Proficient in Microsoft Office applications
  • Ability to work well independently as well as collaboratively

Compensation

  • $12.00/ hr

Application

To apply for this position-

  1. Please login to your UMass Amherst Handshake account and apply online

or

  1. Email a cover letter, resume and contact information to Michelle Trojano at mtrojano@caia.org. Please label the subject field “Chapter Relations Internship - CAIA Summer 2019
Qualifications:

• Positive, customer-focused approach and attitude
• Strong written and verbal communication
• Able to prioritize and multitask effectively
• Event planning experience a plus
• Excellent attention to detail, highly organized, and the ability to multi-task
• Experience working/studying abroad and/or multilingual a plus
• Interest in economics/finance

The CAIA Association is the global authority in alternative investment education. Best known for the CAIA Charter, an internationally recognized finance credential and gateway to a network of almost 10,000 CAIA Members who are leaders in the field.

The Candidate and Member Relations team supports Candidates taking the CAIA exams and manages Membership.  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 Candidate Relations Manager.

Responsibilities:

  • Monitor, review and update candidate and member organization data based on processes and rules in place
  • Review, process and manage all returned mailings
  • Outreach to Candidates and Members via phone calls and email
  • Provide support in proofreading and editing materials as needed
  • Attend various Member and Candidate orientation sessions 
  • Provide support on additional administrative tasks as needed
  • Participate in departmental meetings and conference calls as needed

Requirements

  • Undergraduate student interested in gaining hands-on work experience in fast-paced global finance organization
  • Availability to work 10-15 hours per week
  • Proficient in Microsoft Office applications
  • Ability to work well independently as well as collaboratively

Compensation

  • $12.00/ hr
     

Application

To apply for this position-

  1. Please login to your Handshake account and apply online

or

  1. Email cover letter, resume and contact information to Manager of Special Projects & Executive Assistant, Kim Durand kdurand@caia.org. Please label the subject field “CAIA CMR Summer 2019 Internship” in all correspondences.
Qualifications:

• Excellent attention to detail, highly organized
• Ability to follow-up existing procedure and processes consistently
• Positive, customer-focused approach and attitude
• Exposure to databases, particularly customer relationship management software a plus
• Strong analytical, problem-solving skills, written and verbal communication skills
• Able to prioritize and multitask effectively
• Experience working/studying abroad and/or multilingual a plus
• Interest in economics/finance

CAIA’s Director of IT is responsible for overseeing our IT department, including Network Administration, Database Management, IT Help Desk, and System Application support and to ensure that all IT activities are aligned with the objectives of the organization.  The IT Director will plan, coordinate, direct, and design all operational activities of IT, as well as provide direction and support for IT solutions that enhance critical organizational services and operations for internal and external users.

The Director will work closely with all department directors to identify, recommend, develop, implement, and support cost-effective technology solutions for all aspects of the organization.  Strong analytical business skills, technical competence, communication, organization, and leadership skills are a must. Stays abreast of emerging technology trends, understands how they meet organizational needs, and recommends new technologies that can add value to new initiatives.

Responsibilities:

Management / Leadership

Provide strong vision, strategy, and direction for IT based on a thorough understanding of the organization's goals and objectives

  • Provide leadership to the organization around technology as an asset that helps the business achieve its mission and support its culture
  • Develop and manage IT team to ensure operations plans, policies, and procedures are developed, documented, maintained, and consistently followed
  • Promote a culture of can-do attitudes, responsiveness, and service quality
  • Proactively maintain and communicate relevant technology information to leaders and stakeholders including project updates, planned system changes, and service desk request status
  • Ensure staff receive appropriate training to effectively use supported technology
  • Handle staff performance issues directly, using appropriate discretion, HR advice, and respect for the individual
  • Effectively cultivate and maintain relationships with IT staff and business stakeholders alike
  • Manage vendor relations to ensure all selected vendors are providing superior service and support in a cost-effective manner
  • Develop and manage IT operating budget
  • Manage/implement financial and resourcing processes to ensure optimal efficient/effective/productive use of technology and resources
  • Insure proper functionality and implementation of technology systems/processes
  • Demonstrated understanding of IT strategies for governance, data, security, infrastructure, software models (cloud/hosted/local), and customer service
  • Ensure that any deployment processes are fully documented and compliant with all operational requirements for the application/system
  • Ensure that operational and systems documentation are updated to include system maintenance/update changes
  • Ensure that system maintenance/updates adhere to security standards
  • Ensure compliance with established laws/regulations/requirements that apply to IT
  • Other duties as assigned 

Technical

  • Maintain a solid understanding and technical knowledge of the current software applications used to operate the organization, network and PC operating systems, hardware, protocols, and standards
  • Provide IT project management oversight whether a project is internally staffed or managed via third party, and ensure the projects are delivered within scope, timeline, budget constraints, and which meet project success criteria
  • Manage the development, design/architecture, installation, analysis, and on-going improvement of the information technology infrastructure to maintain security, performance, scalability, and reliability of CAIA’s entire IT environment
  • Work closely with internal and external customers to understand their needs and to translate these into technology solutions that are then incorporated into technology project plans
  • Ensure highly reliable and available infrastructure (software applications, telecommunications, etc.) to support CAIA’s current and future needs
  • Oversee the deployment, monitoring, maintenance, development, upgrade, and support of security systems, servers, IT Operations applications, networks, and the service desk
  • Develop internal metrics to measure the performance and availability of the network, servers, and system applications and to make all necessary improvements to ensure the organization’s needs are being met
  • Develop and test disaster recovery, business continuity, and cyber security plans

Knowledge and Skills

  • Proven experience in IT strategic planning and development, project management, and policy development
  • Strong track record as a leader & manager who is intrinsically motivated to mentor and grow team members
  • Proven experience in application and infrastructure support, configuration, and release management in a 24x7 environment
  • Experience with systems design and development from business requirements analysis through to day-to-day management
  • Proficient knowledge of ERP, Association Management Software systems, and/or CRM
  • SDLC, Agile, or similar frameworks for managing software development
  • Demonstrated ability to apply IT in solving business problems
  • Excellent written, oral, and interpersonal communication skills
  • Highly self-motivated, self-directed, and attentive to detail
  • Ability to effectively prioritize and execute tasks in a fast paced, high-pressure environment
  • Extensive experience working in a team-oriented, collaborative environment
Qualifications:

7+ years of broad IT experience with strong emphasis on delivering value to business stakeholders, maintaining a high-quality customer service culture, strong decision making, and being an advocate for IT across the organization
3+ years in a senior management / leadership capacity within an organization
5+ years or experience managing and/or directing an IT operation
7+ years of relevant industry experience, including experience leading IT functions including service desk, database administration, and network administration
Bachelor's Degree or an equivalent level of education and experience in IT, Computer Science, Software Engineering or related field of study preferred
Experience identifying and managing SaaS, Cloud, and Hosted environments a plus
PMP or equivalent 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