OCIO Solutions Associate

Alan Biller and Associates is seeking a highly motivated OCIO Solutions Associate to join our Menlo Park team to work on our growing and dynamic OCIO business. We expect our team to primarily work remotely, with occasional trips to the office for training and meetings.

• Review and discuss investment-related contracts and documents (e.g., private equity, private credit) internally and with client legal counsel.
• Assist in the preparation and of client investment documents.
• Track and disseminate information on new investments and fund details to the client team.
• Collaborate with external client service providers, including legal counsel, investment managers, administrators, and custodians.
• Manage client projects across all functions of our firm’s business, including with our consulting, research, and investment operations groups.
• Review invoices for accuracy, log and process expense reimbursements.

• Degree in English, Business or related preferred.
• 3+ years’ experience, preferably in finance.
• Familiarity with private investment documents (e.g., PPMs, LPAs, Side Letters).
• Strong project management skills, detail-oriented, and able to work in a small team.
• Excellent written and oral communication skills.
• Proficiency in Word, Adobe Acrobat, Microsoft Excel, PowerPoint and MS Planner. Familiarity with Backstop CRM a plus.

We offer competitive compensation, bonus and benefits including a 401(k), a “take what you need” time off policy and reimbursement of expenses for work toward CFA, CAIA and CIPM designations.

The Firm has a practice of promoting from within and rewards significant contributions to the company.

Since 1982, Alan Biller and Associates has specialized in fiduciary consulting to employee benefit plans. We consult on approximately $190 billion in client assets, for half of which we have discretion as OCIO, making us one of the largest OCIOs to defined benefits plans in the country. We have an impeccable reputation for ethical behavior, and for making recommendations and decisions based on strong and independent research.

We do not offer any proprietary products.

Alan Biller and Associates is an equal opportunity employer.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.