OCIO Solutions Associate to support our growing OCIO business. The role centers on investment operations including reviewing investment documents, coordinating with client legal counsel and service providers, and supporting complex projects.
Responsibilities
- Manage client projects across internal teams.
- Coordinate and collaborate with external legal counsel and service providers, including investment managers, administrators, and custodians.
- Review investment documents, including LPAs, IMAs, PPMs, side letters, subscription documents, consents, and amendments.
- Support investment operations workflows, including new subscriptions, MFN elections, consents, fund extensions, asset liquidations, and in-kind transfers.
- Identify relevant information in investment documents, summarize key points, and coordinate questions with legal counsel or other service providers.
- Identify process workflow improvements using technology and AI tools.
- Track and share information on new investments, key terms, and document status.
Requirements
- Bachelor's degree in English, Business, Finance, or a related field preferred.
- 5+ years of relevant experience, in finance, investment management, OCIO, fund administration, investment operations, consulting, client service, legal operations, or professional services.
- Experience managing projects involving multiple internal teams, external providers, deadlines, and detailed documentation.
- Familiarity with private investment documents including subscription agreements, PPMs, LPAs, side letters, MFN elections, consents, amendments, and related materials.
- Knowledge of institutional investment operations for pension, defined contribution, or other institutional investors preferred.
- Ability to read complex documents, identify relevant terms, summarize key points, and escalate questions appropriately.
- Strong written and verbal communication skills for working with internal teams, legal counsel, managers, administrators, and custodians. Proficiency in Microsoft Word, Adobe Acrobat, Excel, PowerPoint, Teams, Planner, and AI tools. Familiarity with Microsoft CRM and document management systems preferred.
Benefits:
We offer a full complement of benefits including medical, dental, vision, group life, short and long-term disability, 401(k), a "take what you need" time off policy and reimbursement of expenses for work related certifications such as CFA, CAIA and CIPM.
In determining the base salary, relevant and number of years' experience are considered.
