What are the responsibilities and job description for the OCIO Solutions Associate position at Alan Biller?
Alan Biller and Associates is seeking a highly motivated OCIO Solutions Associate to support our growing OCIO business. This role will focus on investment-related contracts and documents for our OCIO clients, and requires coordination across the consulting, research, and investment operations teams.
Responsibilities
- Review investment-related contracts and documents, including LPAs, IMAs, PPMs, side letters, subscription documents, MFN Elections, consents, and amendments.
- Assist with the preparation of investment-related contracts and documents.
- Coordinate and collaborate with external legal counsel, investment managers, administrators, custodians, and other client service providers.
- Track and share information on new investments, key terms, and document status.
- Manage client projects and identify opportunities to improve processes and workflows.
Requirements
- Bachelor’s degree in English, Business, Finance, or a related field preferred.
- 5 years of relevant experience, preferably in finance, investment management, OCIO, legal operations, fund administration, consulting, or professional services.
- Experience reviewing investment-related contracts and documents for private funds.
- Ability to read complex agreements, identify relevant terms, summarize key points, and escalate questions appropriately.
- Strong project management skills, attention to detail, and ability to manage multiple workstreams in a small-team environment.
- Proficiency in MS Word, Adobe Acrobat, Excel, PowerPoint, and AI tools. Familiarity with MS CRM and document management 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.
Salary : $90,000 - $120,000