Business Technology Analyst, Outsourced CIO Team

Commonfund

$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Four-year college degree required.
  • 2-4 years in a technology-focused role.
  • Experience using AI tools like large language models.
  • Strong quantitative skills and proficiency in Excel and a data environment such as Python or SQL.
  • Excellent communication skills for translating technical concepts to non-technical audiences.

Responsibilities

  • Conduct assessments of OCIO team workflows to pinpoint inefficiencies.
  • Design and pilot AI-assisted processes for portfolio management.
  • Collaborate to develop prompt libraries and workflow templates for AI tools.
  • Support portfolio analytics, including performance and asset allocation analysis.
  • Create and maintain dashboards for real-time portfolio visibility and risk exposure.

Benefits

  • Flexible working hours including the potential for remote work.
  • Opportunities for professional development and training in AI technologies.
  • Access to cutting-edge tools and platforms in investment management.
  • Collaborative and innovative team culture focused on technological advancement.
Full Job Description
POSITION TITLE: Business Technology Analyst, Outsourced CIO Team

SUPERVISOR: Managing Director, Outsourced CIO Team

POSITION DESCRIPTION AND RESPONSIBILITIES:

Commonfund is seeking a Business Analyst to join its OCIO Advisory team with a dedicated focus on leveraging artificial intelligence and technology. This role is at the intersection of institutional investment management and applied AI, and will be focused on building the workflows, tools, and infrastructure that will define how the OCIO team operates over the next decade. The right candidate is intellectually curious, analytically rigorous, and comfortable translating ambiguous problems into structured solutions. You will work directly with investment, client service, and operations professionals to identify friction points in our processes and deploy technology that measurably improves how we serve clients and manage portfolios.

PRIMARY RESPONSIBILITIES:
  • Conduct structured assessments of existing OCIO team workflows to identify inefficiencies and prioritize technology solutions
  • Design, pilot, and scale AI-assisted processes for portfolio management, reporting, and client deliverable production
  • Partner with the team to build prompt libraries, workflow templates, and standardized use cases for AI tools
  • Support portfolio analytics, including performance attribution, asset allocation analysis, and other workflows
  • Build and maintain data models and dashboards that provide real-time visibility into portfolio positioning and risk exposure
  • Streamline the production of quarterly investment reports, board materials, and ad hoc client analyses through technology-enabled workflows
  • Develop a templated, scalable reporting infrastructure that reduces manual effort while maintaining high quality and customization for individual client relationships
  • Leverage AI tools to assist with drafting, editing, and formatting investment commentary, memos, and client communications
  • Document and maintain process maps, SOPs, and best practice guides for AI and technology workflows
  • Help teams adapt to new processes or systems and serve as an internal resource and trainer for colleagues adopting new AI and technology tools
  • Manage project timelines and stakeholder communication for technology implementation initiatives

PREFERRED BACKGROUND:
  • Four-year college degree
  • 2-4 years of experience in a technology-focused role
  • Demonstrated experience using AI tools (e.g., large language models, automation platforms) in a professional context
  • Strong quantitative and analytical skills; proficiency in Excel and at least one data/scripting environment (Python, JSON, SQL, Power BI, or equivalent)
  • Excellent written and verbal communication skills; ability to translate complex technical concepts for non-technical audiences
  • High attention to detail and strong project management instincts
  • Ability to handle multiple responsibilities and liaise with internal teams
  • Willingness to work after hours, when necessary, to accomplish work assignments
  • Interest in the markets and asset management

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