OCIO Solutions Associate

Alan Biller • Menlo Park, CA

8d • $90,000 - $120,000

About The Position

Alan Biller and Associates is seeking a highly motivated OCIO Solutions Associate to support our growing OCIO business. This role will focus on investment-related contracts and documents for our OCIO clients, and requires coordination across the consulting, research, and investment operations teams.

Requirements

• Bachelor’s degree in English, Business, Finance, or a related field preferred.
• 5+ years of relevant experience, preferably in finance, investment management, OCIO, legal operations, fund administration, consulting, or professional services.
• Experience reviewing investment-related contracts and documents for private funds.
• Ability to read complex agreements, identify relevant terms, summarize key points, and escalate questions appropriately.
• Strong project management skills, attention to detail, and ability to manage multiple workstreams in a small-team environment.
• Proficiency in MS Word, Adobe Acrobat, Excel, PowerPoint, and AI tools.
• Familiarity with MS CRM and document management preferred.

Responsibilities

• Review investment-related contracts and documents, including LPAs, IMAs, PPMs, side letters, subscription documents, MFN Elections, consents, and amendments.
• Assist with the preparation of investment-related contracts and documents.
• Coordinate and collaborate with external legal counsel, investment managers, administrators, custodians, and other client service providers.
• Track and share information on new investments, key terms, and document status.
• Manage client projects and identify opportunities to improve processes and workflows.

Benefits

• medical
• dental
• vision
• group life
• short and long-term disability
• 401(k)
• a “take what you need” time off policy
• reimbursement of expenses for work related certifications such as CFA, CAIA and CIPM

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level