AI & Data Systems Engineer

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 team as its technical backbone — configuring, integrating, and deploying solutions rapidly without building software from scratch.

• 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

• 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

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

• 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

• Bridge BT and Engineering/Info Sec — 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

• 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

• Salesforce Admin configuration (flows, custom objects, reports); certification a plus
• AI/LLM tooling or agentic frameworks (Claude/CoWork, Langchain, or similar)
• Data cataloging tools:
  Data Hub, 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’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $125,000 - $160,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer‑paid dental and vision insurance, an employer‑matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in‑office model; for most roles, we require a minimum of 3 days in office per week. For more information on our benefits and career opportunities, please visit

CAIS is an equal opportunity employer, and does not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.