Associate, Outsourced CIO Team

POSITION DESCRIPTION AND RESPONSIBILITIES:

Commonfund seeks to hire an Associate to assume investment- and client-related requests from clients and senior members of the Outsourced Chief Investment Office (OCIO) team. The Outsourced Chief Investment Office (OCIO) team provides total portfolio management for endowment and foundation clients. It is a highly visible position and critical to the success of the organization and its growth. The Associate will assist with managing client portfolios in areas such as asset allocation modeling, portfolio construction, portfolio rebalancing, reporting, and risk management. The successful candidate will also be expected to work cross-functionally with other teams within the organization to provide high-quality, timely, and complete responses for our clients

PRIMARY RESPONSIBILITIES:

Provide strong quantitative and analytical skills to support the Outsourced Chief Investment Officers (OCIOs)
Undertake portfolio evaluation and analysis of client accounts
Aid in designing and refining prompt workflows and AI-assisted research processes to improve speed and quality of client deliverables
Assist with client interface – respond to inquiries and analytic requests from clients in a timely and accurate manner
Responsible for month-end portfolio review, rebalancing client portfolios, and cash flow analysis
Assist in generating asset allocation recommendations for current and prospective institutions by using portfolio modeling applications
Create, maintain, and update presentation materials
Evaluate and pilot new AI tools relevant to investment research, client communication, and operational efficiency
Support with ad-hoc project requests from clients and senior staff
Assist with development of charts, materials, and written communications in collaboration with our Marketing and Investment groups
Collaborate with technology and data teams to build scalable AI solutions that enhance the OCIO advisory experience
Develop an in-depth knowledge of Commonfund’s investment strategies and programs

PREFERRED BACKGROUND:
Four-year college degree
2-4 years of experience in the investment or asset management industry
Strong analytical/problem solving skills, including use of spreadsheet/database software for quantitative analysis
A strong proficiency with Microsoft Office programs including Excel, Word, and PowerPoint
Demonstrated ability to complete assignments independently and on a timely basis
Proficiency with enterprise large language models and building practical workflows through the use of APIs
Ability to work as part of a team to accomplish broader goals and objectives
Strong verbal, written communication, and presentation skills
Ability to handle multiple responsibilities
Willingness to work after hours, when necessary, to accomplish work assignments
Prior knowledge of capital markets and asset management landscape is preferred