Job Description
About the position
Commonfund seeks to hire an Associate to support investment- and client-related requests for its Outsourced Chief Investment Office (OCIO) team, which provides total portfolio management for endowment and foundation clients. This is a highly visible and critical role to the success and growth of the organization. The Associate will play a hands-on role in managing client portfolios across asset allocation modeling, portfolio construction, rebalancing, reporting, and risk management — including month-end portfolio reviews and cash flow analysis — while responding to client inquiries in a timely and accurate manner. The role also carries a forward-looking dimension, as the Associate will be expected to evaluate and pilot new AI tools and help design AI-assisted research workflows to improve the speed and quality of client deliverables. The successful candidate will work cross-functionally with manager research, marketing, technology, and data teams to deliver high-quality, complete solutions for our clients.
This position can be based in our Norwalk, CT or our New York City Office with the requirement to be in CT on Tuesdays.
- 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
- Requirements
- 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
- Nice-to-haves
- Prior knowledge of capital markets and asset management landscape is preferred
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