CAIS - Summer Intern
Worked at CAIS in New York, helping financial advisors navigate alternative investments by building slick dashboards and delivering actionable insights for the product team
Duration
June 2025 - Aug 2025
Location
New York
Duration
June 2025 - Aug 2025
Location
New York
Data Product Management
CAIS is a leading alternative investment platform that empowers financial advisors, RIAs, and wealth management firms to access products like private equity, private credit, hedge funds, and structured investments. The platform integrates education, analytics, and technology to simplify the complexities of alternatives, giving advisors the tools to better serve their clients while overseeing billions in assets under management.
During my internship in New York, I worked at the intersection of product and data. My role was all about transforming raw data into clear, actionable insights. I designed dashboards that gave teams visibility into how new products were being adopted, tracked engagement patterns across the platform, and created data stories that helped product managers make smarter decisions. Instead of staring at endless spreadsheets, stakeholders could see exactly how features were being used and where to improve.
What I enjoyed most was making messy data actually useful. From structuring advisor behavior logs to analyzing platform transactions, I got to dig deep into the details and then bring it back up in a way that told a story. My work made it easier for product teams to spot adoption trends, understand advisor needs, and fine-tune the user experience—ultimately making the platform stronger for the thousands of advisors who rely on it.
Skills & Tools: Data visualization, product analytics, stakeholder communication, dashboard design , wire-framing , Data Engineering , Data Science
Tools: Tableau, dbt, Figma , Fivetran, Snowflake, Pendo, Github , Jira , Confluence
Duration
June 2025 - Aug 2025
Location
New York
Data Product Management
CAIS is a leading alternative investment platform that empowers financial advisors, RIAs, and wealth management firms to access products like private equity, private credit, hedge funds, and structured investments. The platform integrates education, analytics, and technology to simplify the complexities of alternatives, giving advisors the tools to better serve their clients while overseeing billions in assets under management.
During my internship in New York, I worked at the intersection of product and data. My role was all about transforming raw data into clear, actionable insights. I designed dashboards that gave teams visibility into how new products were being adopted, tracked engagement patterns across the platform, and created data stories that helped product managers make smarter decisions. Instead of staring at endless spreadsheets, stakeholders could see exactly how features were being used and where to improve.
What I enjoyed most was making messy data actually useful. From structuring advisor behavior logs to analyzing platform transactions, I got to dig deep into the details and then bring it back up in a way that told a story. My work made it easier for product teams to spot adoption trends, understand advisor needs, and fine-tune the user experience—ultimately making the platform stronger for the thousands of advisors who rely on it.
Skills & Tools: Data visualization, product analytics, stakeholder communication, dashboard design , wire-framing , Data Engineering , Data Science
Tools: Tableau, dbt, Figma , Fivetran, Snowflake, Pendo, Github , Jira , Confluence