... CAIA is a plus but not required • Skills and Abilities • Excellent communication and listening skills • Ability to explain complex information clearly and simply • Ability to make ...
Quick apply
... CAIA is a plus but not required • Skills and Abilities • Excellent communication and listening skills • Ability to explain complex information clearly and simply • Ability to make ...
Quick apply
... CAIA is a plus but not required • Skills and Abilities • Excellent communication and listening skills • Ability to explain complex information clearly and simply • Ability to make ...
New York, NY · On-site
$80 - $90/hr
Financial certifications as Financial Risk Manager FRM or Chatered Financial Analyst CFA and other related certifications CAIA EFA are well recognized * High level of proactivity and anticipation
Quick apply
New York, NY · On-site
$80 - $90/hr
Financial certifications as Financial Risk Manager FRM or Chatered Financial Analyst CFA and other related certifications CAIA EFA are well recognized * High level of proactivity and anticipation
New York, NY · On-site
Financial certifications as Financial Risk Manager FRM or Chatered Financial Analyst CFA and other related certifications CAIA EFA are well recognized * High level of proactivity and anticipation
Quick apply
New York, NY · On-site
Financial certifications as Financial Risk Manager FRM or Chatered Financial Analyst CFA and other related certifications CAIA EFA are well recognized * High level of proactivity and anticipation
Bethesda, MD · On-site
CFA, CAIA) **Why work for Hooli:** At H ooli, you'll have the opportunity to join a dynamic and innovative company that is shaping the future of lending. Our team is passionate about using technology ...
Bethesda, MD · On-site
CFA, CAIA) **Why work for Hooli:** At H ooli, you'll have the opportunity to join a dynamic and innovative company that is shaping the future of lending. Our team is passionate about using technology ...
Atlanta, GA · On-site
CFA, CAIA, or CFP designation is a plus; interest in obtaining these qualifications is envisioned to grow in this role * Completion of the Series 65 exam will be required in the intermediate term ...
Atlanta, GA · On-site
CFA, CAIA, or CFP designation is a plus; interest in obtaining these qualifications is envisioned to grow in this role * Completion of the Series 65 exam will be required in the intermediate term ...
Qualifications: • Bachelor's degree in Finance, Economics, Business Administration, or a related field required • Master's degree or professional certifications (e.g., CFA, CAIA) highly preferred ...
Quick apply
Qualifications: • Bachelor's degree in Finance, Economics, Business Administration, or a related field required • Master's degree or professional certifications (e.g., CFA, CAIA) highly preferred ...
Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Energy Risk Professional (ERP), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner (CFP). Bionic Turtle ...
Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Energy Risk Professional (ERP), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner (CFP). Bionic Turtle ...
$100K - $120K/yr
Additional professional certifications, such as CAIA, CPA, CFA * Experience working with high-net-worth clients * Familiarity with investment planning software, such as eMoney
Quick apply
$100K - $120K/yr
Additional professional certifications, such as CAIA, CPA, CFA * Experience working with high-net-worth clients * Familiarity with investment planning software, such as eMoney
Qualifications: • Bachelor's degree in Finance, Economics, Business Administration, or a related field required • Master's degree or professional certifications (e.g., CFA, CAIA) highly preferred ...
Quick apply
Qualifications: • Bachelor's degree in Finance, Economics, Business Administration, or a related field required • Master's degree or professional certifications (e.g., CFA, CAIA) highly preferred ...
Los Angeles, CA · On-site
Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Energy Risk Professional (ERP), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner (CFP). Bionic Turtle ...
Los Angeles, CA · On-site
Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Energy Risk Professional (ERP), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner (CFP). Bionic Turtle ...
Boston, MA · On-site
$125K - $175K/yr
CFA, CIMA or CAIA designation preferred or interest in pursuing * Knowledge of financial markets, and investment products * Excellent communication, presentation, and organizational skills * Strong ...
Boston, MA · On-site
$125K - $175K/yr
CFA, CIMA or CAIA designation preferred or interest in pursuing * Knowledge of financial markets, and investment products * Excellent communication, presentation, and organizational skills * Strong ...
Qualifications: • Bachelor's degree in Finance, Economics, Business Administration, or a related field required • Master's degree or professional certifications (e.g., CFA, CAIA) highly preferred ...
Quick apply
Qualifications: • Bachelor's degree in Finance, Economics, Business Administration, or a related field required • Master's degree or professional certifications (e.g., CFA, CAIA) highly preferred ...
Qualifications: • Bachelor's degree in Finance, Economics, Business Administration, or a related field required • Master's degree or professional certifications (e.g., CFA, CAIA) highly preferred ...
Quick apply
Qualifications: • Bachelor's degree in Finance, Economics, Business Administration, or a related field required • Master's degree or professional certifications (e.g., CFA, CAIA) highly preferred ...
San Francisco, CA · On-site
$170K - $225K/yr
CFA, CFP CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required Compensation The salary range for this role ...
San Francisco, CA · On-site
$170K - $225K/yr
CFA, CFP CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required Compensation The salary range for this role ...
San Francisco, CA · Hybrid
$170K - $225K/yr
CFA, CFP CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required Compensation The salary range for this role ...
San Francisco, CA · Hybrid
$170K - $225K/yr
CFA, CFP CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required Compensation The salary range for this role ...
San Francisco, CA · Hybrid
$135K - $175K/yr
CFA, CFP, CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required Compensation The total compensation range for ...
San Francisco, CA · Hybrid
$135K - $175K/yr
CFA, CFP, CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required Compensation The total compensation range for ...
San Francisco, CA · On-site
$170K - $225K/yr
CFA, CFP CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required Compensation The salary range for this role ...
San Francisco, CA · On-site
$170K - $225K/yr
CFA, CFP CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required Compensation The salary range for this role ...
Los Angeles, CA · On-site
$170K - $225K/yr
CFA, CFP CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required Compensation The salary range for this role ...
Los Angeles, CA · On-site
$170K - $225K/yr
CFA, CFP CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required Compensation The salary range for this role ...
CFA, CFP, CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required #LI-JK1 #LI-Hybrid
CFA, CFP, CAIA designation is a plus * Experience with Fidelity Investments is a plus * "No task is too small" mentality * Bachelor's degree is required #LI-JK1 #LI-Hybrid
Bachelor's degree required; advanced education or designation (CFA, CPA, CFP, CAIA, CMT) preferred * 10+ years of experience in wealth or portfolio management, or a strong combination of experience ...
Bachelor's degree required; advanced education or designation (CFA, CPA, CFP, CAIA, CMT) preferred * 10+ years of experience in wealth or portfolio management, or a strong combination of experience ...
$78.5K - $87.2K
5% of jobs
$87.2K - $95.9K
12% of jobs
$95.9K - $104.5K
7% of jobs
$106.2K is the 25th percentile. Wages below this are outliers.
$104.5K - $113.2K
4% of jobs
$113.2K - $121.9K
4% of jobs
The median wage is $130.3K / yr.
$121.9K - $130.6K
18% of jobs
$130.6K - $139.3K
3% of jobs
$139.3K - $148K
11% of jobs
$156K is the 75th percentile. Wages above this are outliers.
$148K - $156.6K
12% of jobs
$156.6K - $165.3K
13% of jobs
$165.3K - $174K
12% of jobs
$78.5K
$132.9K
$174K
To thrive as a CAIA (Chartered Alternative Investment Analyst), you generally need expertise in alternative investments, financial markets, risk management, and a relevant finance or business degree. Passing both levels of the CAIA exam and staying familiar with financial modeling tools and investment analysis software are typically expected. Excellent analytical thinking, attention to detail, and strong communication skills help set a CAIA professional apart. These competencies are essential for making informed investment recommendations, understanding complex products, and effectively communicating with clients and stakeholders.
Earning the CAIA designation can open doors to a variety of career paths within the alternative investments industry, such as asset management, hedge funds, private equity, and portfolio analysis. With experience, CAIA charterholders often move into senior analyst positions, portfolio management, or leadership roles within investment firms. Networking through the CAIA Association and ongoing professional development can further enhance opportunities for advancement. Many employers value the CAIA credential as a mark of specialized expertise, making it easier to stand out when seeking promotions or new roles.
A CAIA (Chartered Alternative Investment Analyst) job typically involves roles in alternative investments, such as private equity, hedge funds, real assets, and structured products. Professionals with a CAIA designation often work in asset management, investment banking, risk management, or institutional investing. Their responsibilities may include portfolio analysis, due diligence, risk assessment, and strategy development. The CAIA designation is highly regarded in the financial industry for those specializing in alternatives.

Full-time
Posted 14 days ago
Present and sell limited partnerships in alternative assets to high net worth individuals.
Focus on selling alternative assets to existing clients and prospects from new leads.
A Chicago-based RIA and provide a wide range of wealth management products and services for high net worth individuals and institutions. We are looking for high powered salespeople who could focus on alternative assets to existing clients as well as prospects sourced by new leads. Essentially you'll be presenting and selling high net worth individuals limited partnerships.
Experience
• 5 - 10 years of alternative investments experience
• 3-5 years Sales and marketing experience
• BS / BA degree required
• Series 63 or 66
• Completion of or progress toward CFA/CAIA is a plus but not required
• Skills and Abilities
• Excellent communication and listening skills
• Ability to explain complex information clearly and simply
• Ability to make presentations effectively
• The ideal candidate should be highly motivated and organized
• Prior experience working in wealth management or financial services
• Sales and marketing experience
• Extensive Knowledge of alternative investments
• Must be a team player with the ability to work effectively in a team or independently
• Ability to represent the firm professionally with internal and external contacts
• Knowledge of Excel, Word, and PowerPoint programs is a plus
We will offer a generous compensation package to the right candidate.