Fund Delivery Senior Associate
Core
Deliver new FinTech capabilities and manage complex onboarding/implementation projects for clients and partners in the alternative investment space.
Role type
Senior Associate, Fund Delivery & Project Management
Builds
New FinTech capabilities, client onboarding solutions, and strategic business opportunities
Domain
Financial Services / Alternative Investments / FinTech
Deliverable
product features
Required skills
Project management, requirements analysis, stakeholder management, resource management, risk identification, pre-sales support, content creation, AI tool usage
Preferred skills
Startup environment experience, small to mid-sized firm experience
Technologies
Jira, Asana, Monday, Confluence, Airtable, Salesforce
Responsibilities
Monitor and manage new projects from initiation to completion; Participate in scoping solutions and translating business requirements to technical needs; Gather and analyze requirements during the discovery phase; Manage resources to meet business objectives; Identify project risks and propose mitigation strategies; Engage in pre-sales support and draft sales-oriented presentations; Track and update status of technology and operations requests; Become an expert on the CAIS platform and investment products.
Seniority
Mid-Senior, hands-on IC
