What are the responsibilities and job description for the Client Engagement Analyst position at Commonfund?
Client Engagement Analyst
Two-Year Development Program with opportunity for 3rd year | Commonfund OCIO
About the Role
Commonfund OCIO is seeking a Client Engagement Analyst to join our Client Engagement team in a structured two-year with the potential for a third-year development opportunity. This role is designed for early-career professionals who are interested in institutional asset management and want to build deep expertise across business development, client relationship management, and RFP strategy. This opportunity will lead to a path that is focused either more on business development or relationship management as the candidate develops in the role over the two-year program.
Program Structure
Year 1
Business Development (85%) OR Relationship Management (85%), RFP Exposure (15%)
Year 2
RFP Project Management & Operations (50%), Business Development (50%) OR Relationship Management (50%)
Year 3
Track placement: RFP OR Business Development OR Relationship Management
What You'll Do
- Research endowment, foundation, and nonprofit prospects; support pitchbook and new business presentation production
- Maintain Salesforce CRM pipeline records; coordinate conference and event logistics
- Produce pre-meeting briefing documents and coordinate follow-up for senior client and prospect meetings
- Project-manage RFP and DDQ submissions: assign workstreams, set deadlines, coordinate with portfolio managers and SMEs
- Maintain and improve the RFP content library; integrate AI-assisted drafting tools into production workflows
- In Year 2, mentor the incoming analyst cohort and take ownership of recurring deliverables within assigned track
What We're Looking For
- Recent college grads who want to learn institutional asset management
- Strong written and verbal communication and research skills; comfort producing client-ready materials
- Project management orientation — able to juggle multiple workstreams and meet deadlines in a fast-moving environment
- Financial literacy and familiarity with the endowment/foundation client segment a plus
- Curiosity about AI tools and workflow automation; willingness to build new capabilities on the job