CAIA Association

The Chapter Relations Associate will manage CAIA Chapter email inboxes, prepare materials for events, and support the planning and execution of educational and networking events. This role ensures continuity of Chapter operations during a maternity leave period and collaborates with various internal and external stakeholders. | Candidates should be self-starters with strong communication skills and the ability to prioritize tasks effectively. Familiarity with finance and proficiency in Microsoft Office and Canva are preferred. | Title: Chapter Relations Associate (Temp) Classification: Non-Exempt Position Type: Full-Time Reports to: Associate Director of Chapter Relations Department: Chapters Location: Amherst, MA Schedule: Must be able to work 40 hours per week Duration: 8 months (End of July) Notes: Covering a maternity leave. Tentative start date: ASAP, to allow time for training with the current employee before her leave begins. About CAIA Association: CAIA Association is a global network of forward-thinking investment professionals, redefining the future of capital allocation in a world where traditional and alternative converge. United by a commitment to improving investment outcomes, we lead with authority, educate to inspire, and connect people who turn insight into action. To learn more about the CAIA Association and how to become part of the most energized professional network shaping the future of investing, please visit us at https://caia.org/ Purpose and Scope: The CAIA Association supports Chapters located in financial centers around the world that are dedicated to organizing hundreds of educational and networking events for the local CAIA community and raising awareness of the CAIA brand. Our Chapters help Members expand their networks and stay informed on evolving trends within the alternative investment industry. The Chapter Relations Temp will play a key role in supporting the strategic objectives of the Chapter Relations team by assisting with the planning, coordination, and execution of events across the Americas region. This temporary position ensures seamless continuity of Chapter operations during a maternity leave period. The role will collaborate closely with internal teams, Chapter Executives, and external partners to deliver high-quality programming that aligns with CAIA’s mission and brand standards. This position reports to the Associate Director of Chapter Relations. Key Responsibilities: Manage CAIA Chapter email inboxes daily. Prepare, ship, and track materials for various CAIA events, as necessary. Provide support in proofreading and editing materials as needed. Manage our team Cognito forms for event creation and sponsorship invoicing. Provide support creating event invitation graphics, registration pages and LinkedIn graphics. Support efforts to launch new Chapters, as necessary. Provide support on additional administrative tasks as needed, such as updating event lists, helping to pull registration lists for events, exclusion lists for event invitation reminders, budget spreadsheets, update the email and communications calendar, and maintain historical records of event graphics. Provide support maintaining the Chapter Relations SharePoint page, making sure documents are up to date and organized. Manage Chapter event sponsorship invoicing by creating invoices, sending the invoices to sponsors, and helping with payments as needed. Provide support to Chapters requiring reimbursement for out-of-pocket expenses. Provide support reviewing event contracts and making payments to venues. Participate in CAIA staff meetings and conference calls with Chapter volunteers. Collaborate with other departments within CAIA Association, including Marketing, Content, and Candidate and Member Relations. Qualifications: Approaches projects in a collaborative, focused, curious way Self-starter who can work well within a team but also drive projects forward independently when needed Strong written and verbal communication skills Able to prioritize and multitask effectively Demonstrates initiative and adaptability Familiarity with finance preferred Requirements: Interest in gaining hands-on work experience in fast-paced global finance organization Availability to work 40 hours per week Knowledge of Canva, preferred Proficient in Microsoft Office applications This is an entry level position We welcome applicants from diverse backgrounds, including multilingual individuals, women, underrepresented groups in finance, individuals with disabilities, and veterans. CAIA is an equal-opportunity employer.

Lead multiple eLearning course development projects, manage timelines and budgets, facilitate cross-functional collaboration, and support LMS administration. | 3-5 years project management experience, bachelor's degree, familiarity with instructional design and LMS, proficiency with project management software, and strong communication and organizational skills. | Title: Project Manager Classification: Exempt Position Type: Full-Time Reports to: Managing Director, Program Operations & Client Solutions Department: Educational Programs Location: Remote (North America preferred) About CAIA Association The CAIA Association, a global professional body, pioneers a new era in investment management. At the forefront of the shifting of alternative investment asset classes from 'alternative' to mainstream, CAIA embraces diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. A Member-driven organization representing professionals in more than 100 countries, the organization seeks to prepare investors for a dynamic future, disrupting traditions, creating opportunities, and fostering long-term sustainability. To learn more about the CAIA Association and how to become part of a professional network that is shaping the future of investing, please visit https://caia.org/. Position Overview As we expand our portfolio of digitally delivered eLearning courses, we are seeking a Project Manager to lead the planning and execution of multiple high-impact course development projects as well as support other CAIA Programs Team projects. The Project Manager will play a vital role in the development of new learning programs, the expansion of our e-learning platform CAIA.nxt, and the ongoing revisions and change-management for the current CAIA.nxt programs and CAIA curriculum. Primarily, the Project Manager will oversee multiple, concurrent eLearning development projects ranging from 2–8 hours of digital learning content. These projects involve cross-functional teams of subject matter experts, instructional designers, writers, and video production professionals. Additionally, given the global nature of the organization and learning, some responsibilities may require occasional availability outside traditional work hours to meet with global colleagues and/or international partners and collaborators. This role requires 3–5 years of project management experience and a demonstrated ability to work independently while ensuring deliverables meet CAIA’s quality standards, timelines, and budget expectations. Duties and Responsibilities: • Lead multiple eLearning projects from kickoff through final delivery, as well as other programs team projects such as curriculum revision cycles, adapting existing project plans as appropriate. • Manage timelines, milestones, and budgets across all assigned projects. • Facilitate collaboration across diverse project teams including Subject Matter Experts (SMEs), instructional designers, writers, editors, and external contributors. • Monitor progress, identify risks early, and develop mitigation strategies. • Lead regular project meetings, document decisions, and follow up on actions. • Ensure the quality and consistency of course content through structured reviews and testing. • Support administrative efforts of the Learning Management System (LMS), currently the Absorb LMS. • Collaborate with key stakeholders across other CAIA departments including programs, marketing, content, finance and global regions of key project milestones and related tasks. • Prepare project status updates and communicate progress to senior management and stakeholders upon request. • Recommend improvements to workflows, tools, and processes to increase efficiency. Qualifications: • 3–5 years of project management or program coordination experience. • Bachelor’s degree in project management, business, education, or a related field. • Familiarity with instructional design principles and digital learning development. • Proficiency with Learning Management Systems, course creation tools, and instructional design. • Ability to work independently and collaboratively, depending on project needs. • Excellent organizational, communication, and stakeholder management skills. • Proficiency with project management software (Asana, Smartsheet, Trello, or similar). • Ability to adapt to new information and evolving priorities. • Strong analytical and problem-solving skills, with strong attention to detail. • Proactive and adaptable, with a collaborative mindset and a drive for continuous improvement. • Microsoft Suite, Zoom, and Outlook competency required. Preferred Qualifications: • Experience in education, curriculum development, credentialing, digital learning, content development. • Exposure to the finance industry, alternative investments and familiarity with industry terminology. CAIA is an equal opportunity employer.

Lead and manage multiple eLearning course development projects and other program initiatives, coordinating cross-functional teams to ensure quality, timelines, and budgets are met. | 3-5 years project management experience, bachelor's degree, familiarity with instructional design and LMS, proficiency with project management software, strong communication and organizational skills. | Title: Project Manager Classification: Exempt Position Type: Full-Time Reports to: Managing Director, Program Operations & Client Solutions Department: Educational Programs Location: Remote (North America preferred) About CAIA Association The CAIA Association, a global professional body, pioneers a new era in investment management. At the forefront of the shifting of alternative investment asset classes from 'alternative' to mainstream, CAIA embraces diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. A Member-driven organization representing professionals in more than 100 countries, the organization seeks to prepare investors for a dynamic future, disrupting traditions, creating opportunities, and fostering long-term sustainability. To learn more about the CAIA Association and how to become part of a professional network that is shaping the future of investing, please visit https://caia.org/. Position Overview As we expand our portfolio of digitally delivered eLearning courses, we are seeking a Project Manager to lead the planning and execution of multiple high-impact course development projects as well as support other CAIA Programs Team projects. The Project Manager will play a vital role in the development of new learning programs, the expansion of our e-learning platform CAIA.nxt, and the ongoing revisions and change-management for the current CAIA.nxt programs and CAIA curriculum. Primarily, the Project Manager will oversee multiple, concurrent eLearning development projects ranging from 2-8 hours of digital learning content. These projects involve cross-functional teams of subject matter experts, instructional designers, writers, and video production professionals. Additionally, given the global nature of the organization and learning, some responsibilities may require occasional availability outside traditional work hours to meet with global colleagues and/or international partners and collaborators. This role requires 3-5 years of project management experience and a demonstrated ability to work independently while ensuring deliverables meet CAIA's quality standards, timelines, and budget expectations. Duties and Responsibilities: • Lead multiple eLearning projects from kickoff through final delivery, as well as other programs team projects such as curriculum revision cycles, adapting existing project plans as appropriate. • Manage timelines, milestones, and budgets across all assigned projects. • Facilitate collaboration across diverse project teams including Subject Matter Experts (SMEs), instructional designers, writers, editors, and external contributors. • Monitor progress, identify risks early, and develop mitigation strategies. • Lead regular project meetings, document decisions, and follow up on actions. • Ensure the quality and consistency of course content through structured reviews and testing. • Support administrative efforts of the Learning Management System (LMS), currently the Absorb LMS. • Collaborate with key stakeholders across other CAIA departments including programs, marketing, content, finance and global regions of key project milestones and related tasks. • Prepare project status updates and communicate progress to senior management and stakeholders upon request. • Recommend improvements to workflows, tools, and processes to increase efficiency. Qualifications: • 3-5 years of project management or program coordination experience. • Bachelor's degree in project management, business, education, or a related field. • Familiarity with instructional design principles and digital learning development. • Proficiency with Learning Management Systems, course creation tools, and instructional design. • Ability to work independently and collaboratively, depending on project needs. • Excellent organizational, communication, and stakeholder management skills. • Proficiency with project management software (Asana, Smartsheet, Trello, or similar). • Ability to adapt to new information and evolving priorities. • Strong analytical and problem-solving skills, with strong attention to detail. • Proactive and adaptable, with a collaborative mindset and a drive for continuous improvement. • Microsoft Suite, Zoom, and Outlook competency required. Preferred Qualifications: • Experience in education, curriculum development, credentialing, digital learning, content development. • Exposure to the finance industry, alternative investments and familiarity with industry terminology. CAIA is an equal opportunity employer.