Revenue Operations/Commercial Center of Excellence Intern

Title: Revenue Operations/Commercial Center of Excellence Intern

Employment Classification: Part-time, Hourly, Non-exempt W-2

Hourly Pay: $18.00 per hour

Schedule: Approximately 15-20 hours per week

Anticipated Start Date: December 2026 or January 2027

Internship Duration: To be determined and discussed during the interview process

Department: Operations

Reports to: Managing Director, Global Revenue Operations & Commercial Enablement

Location: Hybrid - Amherst, MA

In-Office Expectation: At least one day per week, generally Wednesday 

Work Authorization: Candidates must be legally authorized to work in the United States

This position is not eligible for CAIA’s employer-sponsored benefit plans, except for benefits or leave required by applicable law or the terms of the applicable plan.

Are you a current undergraduate or graduate student or recent graduate interested in learning how a global professional association builds and supports its commercial capabilities? Are you curious about revenue operations, B2B client engagement, market analysis, and the use of AI and automation to improve business processes? This internship offers hands-on experience supporting real Commercial Center of Excellence projects while developing practical skills in analysis, client operations, and cross-functional collaboration.

About the CAIA Association

The CAIA Association is a nonprofit organization and global leader in alternative investment education. CAIA provides education, credentials, and professional development designed to advance knowledge and professionalism across the alternative investment industry.

CAIA is best known for the CAIA Charter®, an internationally recognized credential for investment professionals, as well as educational programs designed to serve the evolving needs of professionals and organizations across the investment industry.

CAIA is an equal opportunity employer. Additional information about employment opportunities is available on the CAIA careers page.

Position Summary

As CAIA continues to build its Commercial Center of Excellence, we are seeking an intern to support strategic projects across Revenue Operations, commercial enablement, and B2B client operations. This is a hands-on opportunity to help build new processes and capabilities while gaining exposure to the asset management, wealth management, and alternative investment industries.

The intern will focus primarily on projects aligned with the Commercial Center of Excellence, including the use of AI and automation to improve business processes, B2B market and client analysis, and commercial operations. The role will also provide support for B2B client onboarding and other operational needs.

We are looking for someone who is curious, analytical, comfortable working in a fast-paced environment, and excited by the opportunity to build new things. The ideal candidate can work collaboratively while also taking ownership of projects and moving them forward independently.

Key Responsibilities

Specific priorities will be established at the beginning of the internship, with the intern generally focused on two to three core projects. Responsibilities may include:

Revenue Operations & Commercial Center of Excellence

• Support the Managing Director with key projects focused on the development and implementation of the Commercial Center of Excellence.
• Assist with B2B contract administration, tracking, and related commercial processes.
• Support B2B market, client, and opportunity analysis.
• Research and support targeted uses of AI and automation to improve efficiency and streamline business processes.
• Assist with surveys, data collection, analysis, and related commercial initiatives.

B2B Client & Sales Support

• Support B2B client onboarding and ongoing operational needs, particularly for accounts not managed through CAIA’s strategic account/IRM model.
• Participate in B2B sales meetings, opportunity reviews, and relevant team and project meetings.
• Provide project and operational support for emerging commercial opportunities and initiatives.

Program & Learning Operations

• Complete other program or operational projects as needed.
• Option to complete CAIA’s Fundamentals of Alternative Investments Certificate Program as part of the internship experience.

Qualifications:

Education & Experience

• Current undergraduate student, graduate student, or recent graduate interested in gaining hands-on experience at a global educational nonprofit.
• Exposure or interest in finance, alternative investments, asset management, or wealth management preferred.
• Previous internship or relevant work experience is a plus but not required.

Skills & Attributes

• Strong analytical and problem-solving skills.
• Strong written and verbal communication skills.
• Detail-oriented, reliable, and consistent.
• Curious, open-minded, and willing to learn and adapt.
• Able to prioritize and manage multiple projects effectively.
• Collaborative team member who can also work independently and take ownership of assigned projects.
• Creative thinker with a positive, solutions-oriented approach.
• Comfortable working in a dynamic environment where priorities may evolve.

Technical Skills

• Working knowledge of Microsoft Office, including Excel, Outlook, and Teams.
• General familiarity with AI tools and applications.
• Comfort working with Zoom and other virtual collaboration tools.
• Experience with CRM, database, learning management, or similar business systems is a plus.

Working Conditions

This is a hybrid position based in Amherst, Massachusetts.

• Approximately 15–20 hours per week.
• In-office presence at least one day per week is highly desired, generally aligned with the team’s in-office schedule on Wednesdays.
• In-office days should typically include a minimum of 4–5 working hours.
• Scheduled workdays should generally consist of at least four working hours to allow for meaningful project work and collaboration.