Software Engineer - AI Agents

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 supports over 50,000 advisors who oversee more than $6 trillion in network assets.  

At CAIS, we are transforming how financial advisors and institutions access and manage alternative investments. As a Software Engineer – AI Agents, you will be at the forefront of integrating cutting-edge AI technologies into our platform, driving efficiency, intelligence, and automation across alternative asset management workflows. 

This role is an opportunity to shape the future of AI-driven finance, building agentic systems that streamline research, decision-making, and operational processes. You will work alongside world-class engineers, data scientists, and product leaders, applying advanced AI techniques to deliver meaningful impact across the industry. 

Responsibilities 

• Develop next-generation AI Agents to deliver a combination of capabilities to research structured and unstructured data. 
• Design, develop, and optimize algorithms that strategically prompt LLMs to execute complex, multi-step reasoning tasks, agentic workflows and chains efficiently. 
• Write high quality, modular code to capture agentic design patterns into reusable, maintainable, production-ready code. 
• Prototype AI-driven experiences rapidly, collecting user feedback to refine capabilities.  
• Implement robust evaluation systems for AI agents, leveraging both in-house and third-party tools.  
• Ensure AI performance and reliability, carefully crafting comprehensive end-to-end and unit test-cases for agents and related sub-components. 
• Prepare structured and unstructured data for retrieval-augmented generation (RAG) and other agentic chains and workflows.  
• Deploy AI-powered solutions to the cloud with a focus on latency, scalability, and security.  
• Stay ahead of AI innovation, continuously evolving our agentic models based on the latest Generative AI research and tools for optimal LLM invocation. 

Requirements 

• Strong Python programming experience, with a deep understanding of data structures and algorithms. 
• Prompt engineering experience with an intuitive grasp of LLM behaviour and understanding of patterns such as ReACT, Chain-of-Thought (CoT), function calling, Text2SQL and intelligent routing. 
• Experience with open-source frameworks such as LangChain and LlamaIndex. 
• Generative AI/LLM test-case and validation experience. 
• Understanding of cloud deployment such as Kubernetes, Docker and/or cloud ML platforms such as Amazon bedrock. 
• Understanding of retrieval augmented generation (RAG) and related topics such as chunking strategies, hybrid indexing, graph RAG and agentic RAG. 
• Exceptional attention to code quality and emphasis on adhering to established software design patterns. 
• Hands-on experience developing production-grade systems in one or more of the above areas.  
• BS in Computer Science or a related field.  

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, and do 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.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers. 

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 $150,000 - $170,000. 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 do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.