OCIO Solutions Associate
Alan Biller and Associates is seeking a highly motivated 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.
Company:
Since 1982, Alan Biller and Associates has specialized in fiduciary consulting to employee benefit plans. As of April 2026, we consult on approximately $170 billion in client assets. Of that we have discretion as OCIO over approximately $75 billion, making us one of the largest OCIOs to US defined benefit plans. 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. The Firm has a practice of promoting from within and rewards significant contributors to the Company.
In determining the base salary, relevant and number of years’ experience are considered.
Alan Biller and Associates is an equal opportunity employer. Candidates must be legally authorized to work permanently in the US to be considered. We are unable to provide visa sponsorship for this position.
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.
Company:
Since 1982, Alan Biller and Associates has specialized in fiduciary consulting to employee benefit plans. As of April 2026, we consult on approximately $170 billion in client assets. Of that we have discretion as OCIO over approximately $75 billion, making us one of the largest OCIOs to US defined benefit plans. 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. The Firm has a practice of promoting from within and rewards significant contributors to the Company.
In determining the base salary, relevant and number of years’ experience are considered.
Alan Biller and Associates is an equal opportunity employer. Candidates must be legally authorized to work permanently in the US to be considered. We are unable to provide visa sponsorship for this position.