OCIO Associate – Paralegal

Alan Biller and Associates; United States; Remote; USD 85,000 - 120,000; Full time

Benefits offered by this job

Annual bonus

Health insurance

401(k)

Paid time off

Remote-friendly

Job summary

Alan Biller and Associates seeks an OCIO Associate – Paralegal to support private markets investment activities, review and coordinate investment documentation, and work with consultants, managers, custodians, and external counsel.

Requirements include a BA and Paralegal Certificate, 5+ years in investment/OCIO or law firm settings, and strong detail, organization, and communication skills; proficient with Microsoft Office and document management systems; flexible remote work environment.

Qualifications

• Bachelor’s degree and Paralegal Certificate required.
• 5+ years paralegal experience in investment/OCIO/asset management or law firm.
• Experience reviewing and managing private fund documentation.
• Strong written and verbal communication skills.

Responsibilities

• Review and coordinate execution of subscription agreements, LPAs, side letters, MFN elections, investor questionnaires, transfer docs, and management agreements.
• Review legal documentation, identify issues, and coordinate responses with counsel and external advisors.
• Assist with private fund subscriptions, closings, amendments, transfers, and redemptions.
• Maintain organized legal records for private market investments.
• Support manager onboarding and ongoing legal/documentation processes.
• Coordinate with external counsel, fund managers, custodians, and administrators.
• Monitor contractual obligations, deliverables, and deadlines.
• Manage relationships with outside counsel and service providers.
• Assist with special legal/investment operations projects.

Skills

Communication skills

Contract administration

Private fund documentation

Multitasking

Education

Bachelor’s degree

Paralegal Certificate

Tools

Microsoft Office

Document management systems

Job description

As a member of the OCIO team, the OCIO Associate – Paralegal supports private markets investment activities through the review, administration, and coordination of investment documentation. This role works closely with consultants, investment operations, client service teams, external counsel, investment managers, custodians, and administrators to facilitate investment execution, manager onboarding, and ongoing legal processes.

Responsibilities:

• Review, track, and coordinate execution of subscription agreements, limited partnership agreements, side letters, Most Favored Nation elections, investor questionnaires, transfer documentation, and investment management agreements.
• Review legal documentation, identify issues requiring attention, and coordinate responses with client counsel and external legal advisors.
• Assist with private fund subscriptions, closings, amendments, transfers, and redemptions.
• Maintain organized and accurate legal records associated with private market investments.
• Support investment manager onboarding and ongoing legal and documentation processes.
• Coordinate with external counsel, fund managers, custodians, administrators, and other service providers.
• Monitor contractual obligations, deliverables, and critical deadlines.
• Manage working relationships with outside counsel and legal service providers.
• Assist with special legal and investment operations projects as needed.

Requirements:

• Bachelor’s degree and Paralegal Certificate from an accredited institution.
• Five or more years of paralegal experience in investment consulting, OCIO, asset management, or a law firm environment.
• Demonstrated experience reviewing and managing private fund documentation.
• Experience with contract administration and legal operations.
• Strong understanding of private investment structures and related investment documentation.
• Exceptional attention to detail, organization, and follow-through.
• Ability to manage multiple priorities and deadlines in a collaborative environment.
• Strong written and verbal communication skills.
• Advanced proficiency with Microsoft Office and document management systems.
• Experience working with institutional investors and familiarity with ERISA preferred.

Competitive base salary; annual incentive bonus opportunity; medical, dental, and vision coverage; 401(k) plan with company contribution; paid time off and holidays; and a flexible remote work environment.

Company:

• Since 1982, Alan Biller and Associates has specialized in fiduciary consulting to employee benefit plans. As of April 2026, the firm consults on approximately $170 billion in client assets, including approximately $75 billion managed with discretion through its OCIO services. The firm does not offer proprietary investment products and bases its recommendations and decisions on strong, independent research.