Jobs at CAIA

We’re looking 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.

Job Description

The Marketing Project & Conference Manager supports CAIA brand awareness and exposure through marketing project management, including industry conference support in collaboration with global business development team. This individual will work with the Director of Marketing to manage & implement ongoing and new projects to advance the CAIA brand, orchestrate onsite presence at industry conferences, related GBD marketing events, and assist with team management and development.

Essential Functions/Position Responsibilities:

  • Provides conference marketing support to the GBD teams in EMEA and AMRS
    • Primary liaison with conference organizers and GBD team for live events, info sessions, and industry conferences where the organization has a physical presence
    • Responsible for managing conference details from beginning to end, including developing event invitations, promoting events to select audiences, listing events on, coordinating social media posts with Events Associate, shipping materials, booths, and banners, tracking progress, and troubleshooting issues
    • Tracks conference and GBD event progress and communicate progress to GBD teams
  • Manages event invitations and logistics for “ALTS” events in coordination with Marketing/GBD/Chapter Relations
  • Working with Director of Marketing, creates original content for promotional emails and event invitations, and provides editorial support for other external communications
  • Works with Director of Marketing to create and place advertisements related to conferences and events
  • In concert with Events Associate, provides supplemental event support for CAIA’s bi-annual Grading Jamborees, if needed
  • Ongoing collaboration with Events Associate to account for any media/conference overlap and plan for status updates
  • Supports additional special events and initiatives as needed – ie. Leadership Awards, Global ARC meeting
  • Manages CAIA’s in-house production designer’s work in creating the quarterly publication of AIAR, as well as creation of graphics for advertisements, email communications etc.  
  • Manages print collateral on Mimeo, ensuring most recent files are updated in collaboration with production design associate
  • Manages relationship with printing vendors
  • Maintains and reconcile monthly budget for conference costs, shipping, printing, Amex etc.
  • Supports additional marketing activities as needed
  • 4+ years’ experience working in events management (direct conference experience or financial industry knowledge a plus)
  • Experience managing detailed projects
  • Content creation/editorial experience – business and promotional writing
  • Well-organized, resourceful, strong initiative and ability to multi-task
  • Exceptional communication skills, including interpersonal and written
  • Experience working in international/financial industry environment a plus
  • Proven record of managing projects at a senior level at high-end venues. Including venue selection, catering, promotion, and technical support
  • Budget management experience required
  • Proven negotiation skills
  • Ability to work under tight deadlines and budget constraints
  • Bachelor’s degree required
  • Occasional limited travel

Job Description 

The GBD Administrative Support Associate supports the strategic objective and mission of the Business Development team in the AMRS. Our mission is to provide a professional and knowledgeable public presence of the CAIA Association by increasing industry awareness and understanding of the designation and its vital role in ensuring, promoting and preparing an ethical and soundly educated alternative investment industry. 

The activities of the associate include, but are not limited to, administrative support, and sales process support, sales and business automation tool support.  This is a 15-20 hour per week position working mostly from home.  The person must live in the greater Raleigh/Durham area. This position reports directly to the Managing Director of Business Development, Americas who is located in Cary, NC. 

Essential Job Functions/Responsibilities

  • Promote and follow the sales process for the GBD team.  Activities include:
  • ·         Assist in securing meetings with key accounts 
  • ·         Preliminary business development support to any prospective candidate who contacts CAIA either through the general mail box or by phone 
  • ·         Promote CAIA events by phone as needed 
  • ·         Support all follow up on GBD Americas activities for events, appointments as needed  
  • ·         Support GBD Americas travel and administrative needs
  • Support the GBD team.  Activities include: 
  • ·         Coordinate with IT the import of large delegate lists 
  • ·         Will work with Marketing, CMS, Events and Chapters 
  • Support CRM Process.  Activities include:
  • ·         Entering and updating prospect data  
  • ·         Generating, maintaining and distribution of GBD sales activity 
  • Support Web Conference Tool.  Activities include:
  • ·         Will be trained to create web conferences for GBD team as requested 

• 3+ years experience
• Strong oral and written communications skills
• Excellent phone skills
• Inside Sales experience a plus
• Comfortable and professional Interacting with clients 
• Familiar with finance industry, alternative investment specific a plus
• Strong computer skills (WebEx, Microsoft Office, Database experience)
• Self-Starter