Apply on Employer Site

Commonfund · 1 week ago

Associate Outsourced Chief Investment Office Team

New York, NY

Full-time

Hybrid

Mid Level

3+ years exp

Commonfund is a leading asset management firm that empowers educational institutions and other sophisticated investors to achieve their financial goals. The Associate will support investment and client-related requests, assist in managing client portfolios, and work cross-functionally to ensure high-quality responses for clients.

AdvertisingAsset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingVenture Capital

Hiring Manager

Elaine Mizer Paulsen

Responsibilities

Provide strong quantitative and analytical skills to support the Outsourced Chief Investment Officers (OCIOs)

Develop presentation materials and contribute during clients’ quarterly committee meetings

Undertake portfolio evaluation and analysis of client accounts

Assist with client interface – respond to inquiries and analytic requests from clients in a timely and accurate manner

Responsible for month-end portfolio review, rebalancing client portfolios, and cash flow analysis

Assist in generating asset allocation recommendations for current and prospective institutions by using portfolio modeling application

Assist with ad-hoc project requests from clients and senior staff

Provide education related to a client portfolio to new Board and Committee members and staff, as well as other groups as needed

Assist with development of charts, materials, and written communications in collaboration with our Marketing and Investment groups

Develop an in-depth knowledge of Commonfund’s investment strategies and program

Qualification

Quantitative analysisPortfolio managementAsset allocation modelingMicrosoft ExcelInvestment strategiesCommunication skillsTeamworkProblem solvingPresentation skillsTime management

Required

Strong quantitative and analytical skills to support the Outsourced Chief Investment Officers (OCIOs)

Develop presentation materials and contribute during clients' quarterly committee meetings

Undertake portfolio evaluation and analysis of client accounts

Assist with client interface – respond to inquiries and analytic requests from clients in a timely and accurate manner

Responsible for month-end portfolio review, rebalancing client portfolios, and cash flow analysis

Assist in generating asset allocation recommendations for current and prospective institutions by using portfolio modeling application

Assist with ad-hoc project requests from clients and senior staff

Provide education related to a client portfolio to new Board and Committee members and staff, as well as other groups as needed

Assist with development of charts, materials, and written communications in collaboration with our Marketing and Investment groups

Develop an in-depth knowledge of Commonfund's investment strategies and programs

Preferred

Four-year college degree

3-5 years experience in the investment or asset management industry

Strong analytical/problem solving skills, including use of spreadsheet/database software for quantitative analysis

A strong proficiency with Microsoft Office programs including Excel, Word, and PowerPoint

Demonstrated ability to complete assignments independently and on a timely basis

Ability to work as part of a team to accomplish broader goals and objectives

Strong verbal, written communication, and presentation skills

Ability to handle multiple responsibilities

Willingness to work after hours, when necessary, to accomplish work assignments

Knowledge of capital markets and asset management landscape

Company

Commonfund

Commonfund is a leading asset management firm that empowers educational institutions, foundations, pension funds, family offices, RIAs, and other sophisticated investors to achieve their most important goals.

Founded in 1960

Wilton, Connecticut, USA

51-200 employees