AI & Data Systems Engineer

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets.

CAIS is transforming Platform Operations from a primarily manual function into a technology-enabled business transformation organization. The AI & Data Systems Engineer joins the Business Transformation (BT) team as its technical backbone — configuring, integrating, and deploying solutions rapidly without building software from scratch.

The BT team partners with the AI & Data Technology teams to optimize solutions & deployment processes on platforms including Snowflake (Cortex, Streamlit), N8N, Airtable, Salesforce, DataHub, Claude/CoWork, and Stonly. You will unblock the team, accelerate automation delivery, and help establish the guardrails needed to scale safely — in close partnership with the Technology organization.

Responsibilities Platform & Integration

• Own configuration and integration of BT’s tool stack; resolve API, connectivity, and configuration blockers
• Design and implement Salesforce ↔ Snowflake integrations and other cross-system data flows
• Build Streamlit apps and operational dashboards that put data directly in business users’ hands

AI & Automation Enablement

• Deploy intelligent automations using Snowflake Cortex, Claude/CoWork, N8N, and AI-native tooling
• Co-pilot BT team members through prototyping, testing, and operationalizing agentic workflows
• Create reusable templates and automation patterns that raise the team’s overall delivery velocity

Data & Reporting Operations

• Maintain Snowflake queries, data models, and reporting layers serving BT’s operational and analytical needs
• Use DataHub to catalog assets and support data discoverability across the BT environment
• Assist in ensuring data security and integrity in partnership with Engineering and InfoSec teams

Engineering Practices & Safe Delivery

• Partner with Technology to implement SDLC, testing, deployment, and version control practices for BT’s tool stack
• Define lightweight automation standards (reliability, error handling, logging) — guardrails that enable speed, not slow it
• Maintain documentation so configurations and processes are auditable and transferable

Cross-Functional Partnership

• Bridge BT and Engineering/InfoSec — translate business requirements into specs, surface constraints early
• Mentor BT team members upskilling in automation and data tools; participate in design reviews with senior engineers

Required

• 2–5 years in systems/automation/data engineering or business systems — fintech preferred
• Hands-on Snowflake (SQL, queries); Cortex AI or Streamlit a strong plus
• SaaS platform configuration and API integration (Airtable, Salesforce, workflow tools)
• Workflow automation platforms: N8N, Zapier, Make, or equivalent
• Version control (Git) and software engineering fundamentals (environments, testing, CI/CD basics)
• Strong communicator across technical and non-technical audiences

Preferred

• Salesforce Admin configuration (flows, custom objects, reports); certification a plus
• AI/LLM tooling or agentic frameworks (Claude/CoWork, Langchain, or similar)
• Data cataloging tools: DataHub, Alation, or Collibra
• Python or scripting for automation or data processing
• Streamlit app development or lightweight internal tooling
• Background in alternative investments or wealth management operations

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, an…