CAIS · 5 hours ago
AI Data Analyst
New York, New York
Full-time
Hybrid
Entry, Mid Level
$112K/yr - $142K/yr
2+ years expCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors. They are seeking a full-time AI Data Analyst Associate to join their Data Team, where the individual will leverage data analysis and AI techniques to drive data-driven decision-making and improve operational efficiency across the organization.
FinanceFinancial ServicesFinTechHedge FundsReal Estate Investment
Responsibilities
Become an expert in Alternative Investments and CAIS data, leveraging this expertise to deliver actionable insights that drive business outcomes
Apply machine learning and AI techniques (e.g., predictive modeling, NLP, recommendation systems, generative AI) to solve business problems and improve decision-making
Collaborate with Product and Engineering teams to support product launches, data migrations, monitoring, and reporting with an emphasis on AI-enhanced automation and analytics
Partner with teams to develop and maintain business intelligence dashboards, advanced analytics, and AI-driven reporting solutions
Contribute to data governance and cataloging efforts, ensuring data assets are well-documented, governed, and ready for AI-driven use cases
Build and maintain scalable data models that support both operational reporting and strategic AI initiatives
Experiment with emerging AI technologies and tools to enhance workflows and deliver proof-of-concepts for business stakeholders
Share knowledge and promote adoption of AI-powered practices by creating reusable documentation, training, and stakeholder resources
Qualification
Required
2–4 years of experience in data analysis, data science, or related roles, preferably in the Technology or Financial Services industry
Proficiency in SQL and at least one programming language (Python preferred) for analytics and machine learning
Strong skills in data modeling, reporting, and visualization (e.g., Tableau, Power BI)
Familiarity with machine learning frameworks (e.g., scikit-learn, TensorFlow, PyTorch) and exposure to AI use cases such as NLP, generative AI, or recommendation systems
Solid understanding of core machine learning algorithms (e.g., regression, classification, clustering) and their practical application to business use cases
Ability to understand complex problems, design structured solutions, and communicate insights clearly to stakeholders
Strong communication and collaboration skills with the ability to bridge technical and business perspectives
Preferred
Bachelor's degree in Data Science, Analytics, Computer Science, Engineering, Mathematics, or a related field
Experience with cloud data platforms and transformation tools (Snowflake, AWS, dbt)
Exposure to AI-powered BI tools or LLM-based applications for analytics
Experience with Lucidchart, Visio, or similar diagramming tools
Interest in contributing to the development of AI-forward data culture within CAIS
Benefits
Generously subsidized healthcare with 100% employer paid dental and vision insurance
An employer matched retirement plan
Wellness programs
Flexible PTO and generous parental leave
A flexible, hybrid in-office model
Company
CAIS
CAIS is a financial technology platform that provides independent wealth channels with access to alternative investments.
201-500 employees
H1B Sponsorship
CAIS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (5)
2023 (1)
2022 (3)
Funding
Current Stage
Growth StageTotal Funding
$406MKey Investors
Hamilton LaneReverence Capital PartnersEldridge Industries
2022-06-28Private Equity
2022-04-06Private Equity· $100M
2022-01-11Private Equity· $225M
Leadership Team
Matt Brown
Founder | CEO
Kan Kotecha
CTO
Recent News
2025-11-10
Company data provided by crunchbase