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Caissa is looking for exceptional developers, data analysts, and creative specialists to join our team as we lead the institutional investment space towards a smarter future.

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An authentic, productive culture.

  At Caissa, employees are empowered to meaningfully contribute in a fast-paced, collaborative environment. Work with motivated people who share a positive, team-oriented mindset. Diversity is celebrated and embraced. We are proud to be an equal opportunity workplace.

2

An award–winning team.

Join a first-rate organization, recognized as the industry’s leader in innovative technology. Work alongside a high-achieving, winning team that is both agile and nimble. Thrive and be recognized in a merit-based organization, free from excess bureaucracy.

3

Industry–leading, proprietary technology.

Help develop and apply a state-of-the-art technology solution that is transforming how institutional allocators analyze their portfolios. Embrace the latest technologies. Challenge yourself and your team to reach new heights through persistence and breakthroughs.  

A few more reasons to work at Caïssa:

Rapid Growth.

We are rapidly growing and looking for talented individuals to get on board with our team and our mission. Culture is extremely important to us. Once on our team, you’ll have an important voice in terms of who else will join it.

We <3 NY and SF.

We currently have multiple openings in our New York City and San Francisco offices. Love what we are doing but aren’t based near one of our two main office locations? Contact us anyway! We will be expanding into new cities.

Outstanding Partners.

We are fortunate to work with some of the smartest asset owners who collectively contribute to our product roadmap, allowing us to continue to best service a complex and changing industry.

Rewarding.

A career should be rewarding in more ways than one. We offer competitive compensation, healthcare benefits, 401(k) contributions, perks (free meals, transportation benefits) and the opportunity for a truly enriching experience.

Professional Development.

We provide extensive training and hands-on education. We encourage and support team members that want to pursue relevant accreditations. We work with the latest technologies so you can stay on the cutting edge.

Meaningful.

Our clients are safeguards for assets designated for a critical purpose, such as funding universities or the retiree benefits of an entire city’s fire and police department. Your contribution helps ensure our clients can meet their important funding requirements.

Open positions

Don’t see your dream job?

We’re always on the lookout for top talent. Let’s chat. contact us

Director of Professional Services

New York, NY apply now
About the Firm:

Caissa, LLC is a fast-growing technology firm providing cutting edge risk management, quantitative analytics and portfolio management services to the asset owners of the world via a web-based platform. Our clients represent over $1.75T in assets and include endowments, foundations, public and private pension funds, and sovereign wealth funds. These institutions have critical missions, whether that be funding tuitions, retiree benefits, or programs for disadvantaged communities. We offer the platform that helps them safeguard their assets and meet their critical objectives.

 

The Role:

Caissa is seeking a Professional Services leader to oversee the firm’s client service activities. As the Director of Professional Services, you will supervise the teams that are responsible for client implementation, client engagement, and our ongoing client service responsibilities. You will have a proven track record of delivering complex professional services in a financial or fintech institution and you will have experience in managing teams of professionals.

 

Responsibilities:
  • Oversee fast growing professional service teams.
  • Standardize client service procedures and workflows.
  • Identify key performance metrics and implement process improvements to continuously improve service quality.
  • Set standards and ensure adherence to them.
  • Hire and train new team members.
  • Communicate with prospects / clients at various levels
Requirements:
  • At least 5 years of experience in investment analytics preferably at another Fintech organization or an endowment, foundation, or pension fund.
  • CFA or CAIA, or currently pursuing one of these credentials.
  • The ideal candidate will be analytical, inquisitive, and be able to grasp complex technical and financial mathematic concepts.
  • High degree of integrity.
  • Excellent verbal and written communication skills.
  • Excellent organization and multi-tasking skills.
  • Superb management skills.
  • Positive Attitude and role model for the team.
  • Familiarity with third party tools that aide in the management of client services
 
Perks:
  • Free MetroCards / public transit pass
  • Free breakfasts, lunches, and dinners.
  • Excellent medical, dental, and vision Insurance
  • 401K with employer contribution

 

Customer Success Manager

New York, NY apply now
About the Firm:

Caissa, LLC is a fast-growing technology firm providing cutting edge risk management, quantitative analytics and portfolio management services to the asset owners of the world via a web-based platform. Our clients represent over $1.75T in assets and include endowments, foundations, public and private pension funds, and sovereign wealth funds. These institutions have critical missions, whether that be funding tuitions, retiree benefits, or programs for disadvantaged communities. We offer the platform that helps them safeguard their assets and meet their critical objectives.

We are growing quickly and looking for talented and motivated people to join our NYC and San Francisco offices.

The Role:

We are seeking a bright, articulate, and versatile team member to provide critical support to clients and prospective clients. In the role, you’ll work closely with our clients to make sure their needs are being met, while also developing platform documentation and proactively sharing best practices with our growing client base.   

The ideal candidate brings a client-centric approach and attitude to both the smallest and greatest tasks at hand. This is a highly visible, client-facing position with the opportunity to contribute significantly and grow within the role.

Responsibilities:
  • Develop and implement guidelines to enhance existing relationships, increase overall adoption at early stages of implementation, and maintain client satisfaction
  • Ensure users are aware of new features when released and trained properly to benefit from them
  • Expand the Caissa platform’s knowledge base and documentation
  • Schedule and handle calls, product demonstrations, and training sessions
  • Conduct and participate in webinars on technical topics
  • Guide new client implementations
  • Nurture relationships with prospective clients by crafting solutions to their identified challenges
Qualifications of an Ideal Candidate:
  • At least 3 years of experience in investment analytics preferably at another FinTech organization or an endowment, foundation, or pension fund
  • CFA or CAIA, or are currently pursuing one of these credentials
  • Ability to build relationships and establish trust
  • Excellent integrity and moral compass
  • Aptitude for grasping technical concepts like risk and attribution models
  • Comfortable working alone or in a team, collaborating with all Caissa departments
  • Very strong communication skills
  • Excellent writing skills
  • Excellent organization and multi-tasking skills
Perks:
  • Free MetroCards / public transit pass
  • Free breakfast, lunch, and dinner
  • Excellent medical, dental, and vision insurance
  • 401K with employer contribution
 If you’d like to join our team, please submit your resume.

Data Engineer

New York, NY apply now
About the Firm:

Caissa, LLC is a fast-growing technology firm providing cutting edge risk management, quantitative analytics and portfolio management services to the asset owners of the world via a web-based platform. Our clients represent over $1.75T in assets and include endowments, foundations, public and private pension funds, and sovereign wealth funds. These institutions have critical missions, whether that be funding tuitions, retiree benefits, or programs for disadvantaged communities. We offer the platform that helps them safeguard their assets and meet their critical objectives.

The Role:

The Data Engineer works in a fast-paced environment, engaging with a variety of investment and technology professionals inside and outside the firm. Primary responsibilities include establishing new data feeds with banks and data vendors, and supporting the growth of the Firm by centralizing and automating integration processes. Data Engineers demonstrate a high attention to detail, confidence, and entrepreneurial mindset. Candidates should be comfortable working in a team environment, while also juggling multiple priorities on tight deadlines. We have a casual office atmosphere, but everyone works diligently to get the job done. Caissa provides Data Engineers with extensive training, a chance to work with top-tier institutional investors, and the opportunity to advance quickly within the Firm.

 

Responsibilities:
  • Establish data feeds with custodian banks, data vendors, and other service providers.
  • Support senior leadership, Caissa clients, and the broader Data Team in executing analyses and providing data-driven answers to questions.
  • Fully automate and centralize existing data integration processes.
  • Evaluate new APIs and build data pipelines to fetch and integrate their data.
  • Use internal proprietary tools to manipulate and migrate investment data into the Platform.
  • Interact regularly with other areas of the firm to collaborate on execution of tasks.
Qualifications:
  • 1-3 years of experience as a Data Engineer, Data Analyst, or Financial Analyst.
  • Experience in SQL, Python, and Excel.
  • Ability to handle multiple tasks, meet reporting deadlines, and demonstrate flexibility with delivery of assignments.
  • Eagerness to tackle new or complex problems with the latest tools and technologies.
  • Bachelor’s degree in Computer Science, Engineering, or Finance preferred but not required.
  • Knowledge of Apache Airflow, Selenium, or VBA is a plus.
Perks:
  • Free MetroCards / public transit pass
  • Free breakfasts, lunches, and dinners.
  • Excellent medical, dental, and vision Insurance
  • 401K with employer contribution

DevOps Engineer

New York, NY apply now
About the Firm:

Caissa, LLC is a fast-growing technology firm providing cutting edge risk management, quantitative analytics and portfolio management services to the asset owners of the world via a web-based platform. Our clients represent over $1.75T in assets and include endowments, foundations, public and private pension funds, and sovereign wealth funds. These institutions have critical missions, whether that be funding tuitions, retiree benefits, or programs for disadvantaged communities. We offer the platform that helps them safeguard their assets and meet their critical objectives.

The Role:

We are seeking a talented, entrepreneurial DevOps engineer to help us provide continuous delivery of our core applications and manage our mission critical cloud infrastructure, in an energetic, fast-paced environment. The role provides a great opportunity to work with some of the newest technologies in the industry and develop automation tools to support our zero-down time operation. This is a full-time position.

Our technology stack: Kubernetes, Docker, Git, Azure DevOps, Azure Cloud, SQL Server 2017, MongoDB, .NET Core, Git.
 

Responsibilities:
  • Establish and maintain CI/CD process – fully automate build, deployment, and test processes.
  • Monitor and manage application and system logs.
  • Identify and automate manual processes.
  • Manage daily builds and releases of our core applications.
  • Design and maintain scalable and secure cloud solutions for hosting company’s applications.
Desired Skills and Experience:
  • Experience with configuring automated builds and deployment.
  • Strong scripting and programming skills (PowerShell, Ansible, Ruby, Bash, Python).
  • Experience supporting container-based orchestration and deployment systems such as Docker, Kubernetes.
  • Prior experience in building and working with cloud solutions: Hybrid, Public, Azure or AWS.
  • Love for automation.
 
Perks:
  • Free MetroCards / public transit pass
  • Free breakfasts, lunches, and dinners.
  • Excellent medical, dental, and vision Insurance
  • 401K with employer contribution

Financial Data Analyst

New York, NY apply now

Caissa is a NYC-based fintech that designed the institutional investment industry’s most advanced portfolio analytics platform. The firm attracts hard working professionals who are highly motivated, analytical, and driven to deliver outstanding results.

The Role:

The Data Analyst works in a fast-paced environment, engaging with a variety of investment and technology professionals inside and outside the firm. Primary responsibilities include the management and processing of complex investment data, and direct interaction with institutional clients. Data Analysts demonstrate a high attention to detail, confidence, and entrepreneurial mindset. Candidates should be comfortable working in a team environment, while also juggling multiple priorities on tight deadlines. We have a fun and casual office atmosphere, but everyone works diligently to get the job done. Caissa provides Data Analysts with extensive training, a chance to work with top-tier institutional investors, and the opportunity to advance quickly within the Firm.  

Responsibilities:
  • Review raw investment data received in various formats, and standardize its processing.
  • Use internal proprietary tools to manipulate and migrate investment data into the Platform.
  • Review and analyze investment transactions, as well as monthly/quarterly fund level accounting packages and quarterly fund level financial statements.
  • Onboard new institutional clients, including operational set-up.
  • Interact daily with other areas of the firm to collaborate execution of tasks.
  • Design scalable data management and entry process solutions that can be readily implemented across the team.
Qualifications:
  • 2-5 years of experience.
  • Candidate must exhibit strong financial and analytical skills.
  • Candidate must be client service oriented and demonstrate an ability to problem solve.
  • Partnership or investment accounting experience is a plus.
  • Technology proficiency is essential, advanced Microsoft Excel skills are required.
  • Strong communication skills, including the ability to speak and write in English with a high degree of fluency.
  • Ability to handle multiple tasks, meet reporting deadlines, and demonstrate flexibility with delivery of assignments.
  • Bachelor’s degree in Accounting, Finance, or Mathematics is preferred but not required.
  • Knowledge of VBA, SQL, or other programing languages is a plus.
Perks:
  • Free MetroCards / public transit pass
  • Free breakfast, lunch, and dinner
  • Excellent medical, dental, and vision insurance
  • 401K with employer contribution

Inside Sales Associate

San Francisco, CA apply now
The Role:

Caissa is a NYC-based fintech that designed the institutional investment industry’s most advanced portfolio analytics platform. The firm attracts hard working professionals who are highly motivated, analytical, and driven to deliver outstanding results.

We are seeking a bright, articulate, and versatile team member to contribute to our sales effort by helping to manage the sales pipeline, organize opportunities by stages, and drive deals to closing via coordinating successful playbooks.

The ideal candidate brings a client-centric approach and attitude to both the smallest and greatest tasks at hand. This is a highly visible, client-facing position with the opportunity to contribute significantly and grow within the role.

Responsibilities:
  • Coordinate and manage lead generation efforts and campaigns
  • Coordinate successful playbook for various leads
  • Document calls, notes, and action items in Salesforce
  • Maintain integrity of data in Salesforce
  • Offer project management oversight
  • Prepare onboarding plans, proposals, contracts
  • Manage pipeline and generate new opportunities
  • Handle response to inbound inquiries
  • Distribute marketing collateral
Qualifications:
  • 3 years of experience with inside sales or sales support
  • Excellent listener, persistent, and persuasive
  • Great writing skills
  • Familiarity with CRM software including customer contact information, sales pipeline and opportunity data management (Salesforce preferred)
  • Experience using Mailchimp a plus, but not required
  • Resourceful, well organized, highly dependable, efficient and detail oriented
  • Comfortable in the fast-paced, high growth environment
Perks:
  • Monthly Travel Stipend
  • Free breakfasts, lunches, and dinners.
  • Excellent medical, dental, and vision Insurance
  • 401K with employer contribution

Customer Success Manager

San Francisco, CA apply now
About the Firm:

Caissa, LLC is a fast-growing technology firm providing cutting edge risk management, quantitative analytics and portfolio management services to the asset owners of the world via a web-based platform. Our clients represent over $1.75T in assets and include endowments, foundations, public and private pension funds, and sovereign wealth funds. These institutions have critical missions, whether that be funding tuitions, retiree benefits, or programs for disadvantaged communities. We offer the platform that helps them safeguard their assets and meet their critical objectives.

We are growing quickly and looking for talented and motivated people to join our NYC and San Francisco offices.

The Role:

We are seeking a bright, articulate, and versatile team member to provide critical support to clients and prospective clients. In the role, you’ll work closely with our clients to make sure their needs are being met, while also developing platform documentation and proactively sharing best practices with our growing client base.   

The ideal candidate brings a client-centric approach and attitude to both the smallest and greatest tasks at hand. This is a highly visible, client-facing position with the opportunity to contribute significantly and grow within the role.

Responsibilities:
  • Develop and implement guidelines to enhance existing relationships, increase overall adoption at early stages of implementation, and maintain client satisfaction
  • Ensure users are aware of new features when released and trained properly to benefit from them
  • Expand the Caissa platform’s knowledge base and documentation
  • Schedule and handle calls, product demonstrations, and training sessions
  • Conduct and participate in webinars on technical topics
  • Guide new client implementations
  • Nurture relationships with prospective clients by crafting solutions to their identified challenges
Qualifications of an Ideal Candidate:
  • At least 3 years of experience in investment analytics preferably at another FinTech organization or an endowment, foundation, or pension fund
  • CFA or CAIA, or are currently pursuing one of these credentials
  • Ability to build relationships and establish trust
  • Excellent integrity and moral compass
  • Aptitude for grasping technical concepts like risk and attribution models
  • Comfortable working alone or in a team, collaborating with all Caissa departments
  • Very strong communication skills
  • Excellent writing skills
  • Excellent organization and multi-tasking skills
Perks:
  • Free MetroCards / public transit pass
  • Free breakfast, lunch, and dinner
  • Excellent medical, dental, and vision insurance
  • 401K with employer contribution
 If you’d like to join our team, please submit your resume.

Senior Marketing Associate

New York, NY apply now
About the Firm:

Caissa, LLC is a fast-growing technology firm providing cutting edge risk management, quantitative analytics and portfolio management services to the asset owners of the world via a web-based platform. Our clients represent over $1.7T in assets and include endowments, foundations, public and private pension funds, sovereign wealth funds. These institutions have critical missions, whether that be funding tuitions, retiree benefits, or programs for disadvantaged communities. We offer the platform that helps them safeguard their assets and meet their critical objectives.

With headquarters in NYC and a new office in San Francisco, we are growing rapidly and looking for bright, motivated people to join our team.   

The Role:

We are seeking a bright, articulate, and entrepreneurial self-starter that will be instrumental in the marketing of our cutting edge web-based application. This is a highly visible position with the opportunity to contribute significantly and grow within the company, as this person will use their suite of marketing skills to drive brand awareness, sales growth, and customer acquisition.

The ideal candidate loves thinking about big picture and strategy, can build a marketing roadmap with this in mind, and has a command of the technical tools necessary to implement their vision.

You will be our product’s and company’s biggest champion so you must be genuinely enthusiastic about exploring all avenues to get the word out. You are also crafting the specific product messaging that needs to be widely distributed so you must be able to distill a vast amount of information and content into points that will resonate with our client base. By developing educational content on our product, such as key differentiating points, most notable features, and benefits, your efforts will also help support our sales process.

Responsibilities:
  • Develop product’s messaging and collateral, both physical and digital
  • Collaborate closely with team members in our marketing and sales department
  • Create and enhance white papers, brochures, email campaigns, press releases, website copy, videos, blogs, and other mediums of collateral that can be leveraged by the Sales team
  • Work with our UI designers to build optimal landing pages and optimize website for lead generation
  • Build deep knowledge of our market, customers and competitors and contribute to our product roadmap and strategy
  • Conduct market research to better align marketing campaigns with appropriate market segments
  • Perform A/B testing to assess outcome of campaigns and continuously enhance for better performance
  • Familiarity with Salesforce, specifically with regard to integrating with proper marketing automation software
Qualifications of an Ideal Candidate:
  • Positive, proactive, and mature attitude
  • BA/BS in Marketing/Business or significant technology experience within a marketing function
  • At least two years of software marketing experience
  • Exceptionally detail oriented with copywriting experience
  • Strong project management skills
  • Deep experience with marketing tools (A/B testing, Mailchimp / email marketing, CMS, Marketo, Salesforce)
  • Familiarity with HTML, CSS, InDesign, WordPress, Google Analytics is a plus
  • Demonstrated success in previous marketing campaigns and developing product messaging
Perks:
  • Free breakfasts/ lunches / dinners
  • Competitive compensation
  • Comprehensive benefits program (insurance, perks, 401k)