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Caia Certification Jobs (NOW HIRING)

iCapital

Sales Support - Analyst

Greenwich, CT · Hybrid

$75K - $85K/yr

Attainment of Chartered Alternative Investment Analyst (CAIA) certification within 2 years of hiring date Benefits The base salary range for this role is $75,000 to $85,000. iCapital offers a ...

RKL

Senior Portfolio Manager

Lancaster, PA · On-site

$140K - $160K/yr

CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Previous experience in financial planning ...

RKL a dynamic

Senior Portfolio Manager

Lancaster, PA · On-site

$140K - $160K/yr

CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Previous experience in financial planning ...

RKL

Portfolio Manager

Lancaster, PA · On-site

$100K - $120K/yr

CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Previous experience in financial planning ...

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Caia Certification information

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How much do caia certification jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for caia certification in the United States is $25.33, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $30.29 per hour, depending on experience, location, and employer.

How can earning a CAIA certification impact my career advancement in the alternative investment industry?

Earning a CAIA certification can significantly enhance your career prospects in the alternative investment industry by demonstrating specialized knowledge and commitment to professional growth. Many employers recognize the CAIA designation as a mark of expertise in areas such as hedge funds, private equity, real assets, and structured products. This can open doors to more senior roles, broaden your professional network, and increase your credibility with clients and colleagues. Additionally, the knowledge gained through the certification can help you navigate complex investment strategies and regulatory environments, positioning you for leadership opportunities.

What are the key skills and qualifications needed to thrive as a CAIA (Chartered Alternative Investment Analyst) professional, and why are they important?

To thrive as a CAIA professional, you need a deep understanding of alternative investments, portfolio management, and risk analysis, typically supported by earning the CAIA designation and a relevant finance degree. Familiarity with financial modeling tools, Bloomberg terminals, and investment analytics platforms is common, along with a strong grasp of global market regulations. Analytical thinking, ethical judgment, and effective communication are essential soft skills that distinguish top performers in this field. These competencies are crucial for making informed investment decisions, maintaining client trust, and navigating the complex landscape of alternative assets.

What is a CAIA Certification?

The CAIA (Chartered Alternative Investment Analyst) Certification is a professional credential for finance and investment professionals specializing in alternative investments such as hedge funds, private equity, real assets, and structured products. The certification demonstrates expertise in the complexities, risks, and opportunities of alternative investments, setting holders apart in the industry. It is awarded by the CAIA Association after candidates pass two rigorous exams and meet relevant experience requirements. The CAIA designation is recognized globally and can help advance careers in asset management, investment analysis, and related fields.
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Caia Certification jobs near you
Infographic showing various Caia Certification job openings in the United States as of July 2026, with employment types broken down into 2% Locum Tenens, 15% As Needed, 4% Temporary, 77% Contract, and 2% Nights. Highlights an 87% Physical, 10% Hybrid, and 3% Remote job distribution, with an average salary of $52,682 per year, or $25.3 per hour.
Sales Support - Analyst

Sales Support - Analyst

iCapital

Greenwich, CT • Hybrid

$75K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

About the Role

iCapital is looking to hire a Sales Support Analyst to join the Alternative Distribution team. iCapital is looking to expand the internal Sales Support team to cover the six US regions within Alternatives Distribution. This role is responsible for providing top notch customer service to financial advisors in partnership with the Client Success and Regional Alternatives Distribution Sales teams. The ideal candidate will work with new and existing advisors throughout the lifecycle of the alternative investment. This role will act as the main liaison for advisors between the Sales, Investor Relations, Fund Finance, and Operations teams in support of our pre-sale, sale, and post-sales activities. 

Responsibilities

  • Drive new user registrations by proactively engaging financial advisors and educating them on the iCapital value proposition.
  • Lead campaigns designed to promote iCapital Marketplace new product launches, conferences, and other thought leadership publications.
  • Develop, maintain, and support strong relationships between key advisors and firms in the region to maximize their usage of iCapital platform.
  • Improve skills and knowledge of alternative products and related investment processes continuously.
  • Maintain accurate Salesforce CRM records and populate user profile characteristics to be leveraged across the firm.
  • Act as the main point of contact and problem solver for advisors regarding investment creation and servicing.
  • Manage referrals to the iCapital Structured Investments, Architect, and Client Solutions teams.

Qualifications

  • Bachelor's degree in a related field
  • Experience in investment or financial service fields
  • Strong proficiency in Salesforce, PowerPoint, Excel, and Word. Tableau or other business intelligence tools is a plus
  • Demonstrated aptitude for project management and able to prioritize and execute several requests, while working with numerous different functionalities
  • Strong clients focus and customer service skillset with outstanding judgment, critical thinking, attention to detail, and strong verbal and written skills
  • Attainment of Series 7 and Series 63 licenses within 120 days of hiring date
  • Attainment of Chartered Alternative Investment Analyst (CAIA) certification within 2 years of hiring date

Benefits

The base salary range for this role is $75,000 to $85,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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