Client Engagement Analyst

Commonfund•Norwalk, CT

8h•Onsite

About The Position

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. The program structure includes Year 1: Foundation, Year 2: Integration, and an Optional Year 3: Directed Path. In Year 1, the focus will be 85% Business Development OR Relationship Management and 15% RFP Exposure. In Year 2, the focus will be 50% RFP Project Management & Operations and 50% Business Development OR Relationship Management, with a track placement in RFP, Business Development, or Relationship Management.

Requirements

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
Curiosity about AI tools and workflow automation; willingness to build new capabilities on the job

Nice To Haves

Financial literacy and familiarity with the endowment/foundation client segment a plus

Responsibilities

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