OCIO Associate: Portfolio Analytics & Client Solutions

ADP, Inc.; New York (NY); On-site; USD 110,000 - 125,000; Full time

Job summary

Commonfund seeks an Associate to support the Outsourced Chief Investment Office (OCIO) team in New York. You will handle investment- and client-related requests, assist with portfolio analysis, asset allocation modeling, and reporting.

You will work cross-functionally with other teams to deliver high-quality client responses and contribute to AI-assisted research workflows. This role offers growth within a leader in institutional investing.

Qualifications

• 2–4 years of experience in investment or asset management.
• Strong analytical and problem-solving skills.
• Proficient with Microsoft Office (Excel, Word, PowerPoint).
• Ability to work independently and meet deadlines.
• Experience with enterprise LLMs and API-driven workflows.
• Team-oriented with strong communication skills.
• Willingness to work after hours when needed.

Responsibilities

• Provide strong quantitative and analytical support to OCIOs.
• Undertake portfolio evaluation and analysis of client accounts.
• Aid in designing and refining prompt workflows and AI-assisted research processes.
• Assist with client interface – respond to inquiries and analytic requests.
• Responsible for month-end portfolio review, rebalancing client portfolios, and cash flow analysis.
• Assist in generating asset allocation recommendations using portfolio modeling tools.
• Create and maintain presentation materials.
• Evaluate and pilot new AI tools relevant to investment research and client communication.
• Support ad-hoc project requests from clients and senior staff.
• Assist with development of charts, materials, and written communications with Marketing and Investment groups.
• Collaborate with technology and data teams to build scalable AI solutions.

Skills

Analytical problem solving

Investment industry experience

Team collaboration

Verbal written communication

AI workflows using APIs

Tools

Excel

PowerPoint

Word

APIs

Job description

Commonfund seeks an Associate to support the Outsourced Chief Investment Office (OCIO) team in New York. You will handle investment- and client-related requests, assist with portfolio analysis, asset allocation modeling, and reporting.

You will work cross-functionally with other teams to deliver high-quality client responses and contribute to AI-assisted research workflows. This role offers growth within a leader in institutional investing.