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 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

The Research and Publications Associate provides support to CAIA’s curriculum practitioners and academic experts by researching, editing, and maintaining accurate curriculum content in relation to CAIA’s textbooks, journals, presentations, and continuing education products. He/she will support the editor and copy editor of the Alternative Investment Analyst Review (AIAR) and will support the management of the CAIA’s Academic Partnership Program.

This position reports to the Managing Director of Curriculum and Exams and works closely with the Program team. This position is non-exempt for the purpose of the Fair Labor Standards Act (FLSA).

Responsibilities:
Provide Research & Computation Support for Curriculum Projects (40-50%)
• Support CAIA staff and external authors in writing and editing of our publications including Study Guide and Workbooks, AIAR, Core Books and continuing educational products
• Review and draft possible errata to our curriculum material
• Assist with data gathering & analysis of various content materials
• Produce and update data, charts, tables and presentations

Provide Support to editor and copy editor of (AIAR) (15-20%)
• Assist with the editing of quarterly publications
• Search for and source potential articles
• Edit the content so it is consistent with AIAR’s style

Provide Support for Academic Partnership Program (APP) (15-20%)
• Provide support for the review of partnership application, including researching potential applicants
• Manage the process for reviewing, approving, and awarding scholarship applications related to APP
• Answer inquiries from various entities about the program, its objective, and details
• Liaise with Global Business Development in strategies to obtain and manage relationships with Academic Partners
• If qualified, occasionally travel to universities to promote the CAIA Program
• Manage relationship and events with all academic partner universities

Maintain Curriculum Library (10%)
• Obtain and update data from various databases (HFRI, Bloomberg, etc.)
• Track and maintain memberships, passwords and renewals
• Read publications and provide summary for Curriculum team
• Archive, manage, and update all CAIA produced materials

Qualifications:

• Bachelor’s degree in mathematics, statistics, business, economics, or finance or relevant work experience
• Strong quantitative skills
• Proficient in Microsoft Office
• Excellent organizational and analytical skills
• Ability to perform on deadline
• Ability to collaborate with and support peers in a team environment
• Mastery of fundamental investment knowledge and basic quantitative analysis a plus
• CAIA Charter, CFA, MS, MBA a plus.

The Assistant Director of Financial Research provides support to CAIA’s curriculum by researching, writing, editing, and maintaining accurate curriculum content in relation to CAIA’s textbooks, journals, presentations, and continuing education products. The Assistant will serve as an expert writer and spokesperson on areas of alternative investments, including hedge funds, private equity, real estate and real assets, commodities, and/or credit derivatives.

They will serve as Assistant Editor or Co-Editor of the Alternative Investment Analyst Review (AIAR), and will manage CAIA’s Academic Partnership Program.

This position reports to the Managing Director of Curriculum and Exams and works closely with the entire Program team. This position is exempt for the purpose of the Fair Labor Standards Act (FLSA).

Up to 20% travel will be required

Responsibilities:
Assist with Curriculum Relevancy and Update Projects (35%)
• Stay current with information, trends, and institutions related to alternative investments
• Interact with academics and practitioners to validate CAIA Curriculum material in focus groups designed to build a global practice analysis
• Occasionally travel to meet panels of experts in the financial industry
• Collect and summarize the information collected during these meetings
• Present the results to CAIA and outside groups, informing the design of future publications

Provide Research and Data Support for Curriculum Projects (30%)
• Write and edit Curriculum materials including textbooks, journals, study guides, workbooks, and updates and errata related to the Curriculum material
• Assist with data analysis of various content materials
• Create and update presentations
• Assist with production and update of certificate material, including the Fundamentals of Alternative Investments and related programs
• Obtain and update data from various databases (HFRI, Bloomberg, etc.)
• Occasionally travel to events, meetings, and conferences to make presentations related to alternative investments, including the CAIA curriculum and AIAR articles

Assistant Editor of Alternative Investment Analyst Review (AIAR) (20%)
• Assist with the editing of quarterly publications
• Search for and source potential articles
• Correspond with authors on article revisions

Assist with Management of Academic Partnership Program (15%)
• Assist the director of Academic Partnership Program (APP) in all of its aspects
• Manage the process for reviewing, approving, and awarding scholarship applications related to APP
• Liaise with Global Business Development in strategies to obtain and manage relationships with Academic Partners
• Occasionally travel to universities to promote the CAIA Program

Qualifications:

• Master’s degree, CAIA, or CFA is preferred, Ph.D. a plus
• 3 or more years of work experience in finance or investments, ideally in alternative investments
• Experience in writing and research in business, economics, or finance
• Strong quantitative and computing skills