Client Engagement Analyst

Client Engagement Analyst

Two-Year Development Program with opportunity for 3rd year | Commonfund OCIO

About the Role

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.

This role can be based in either our New York City or Norwalk, CT office.

Program Structure

Year 1

Year 2

Optional Year 3

Foundation

Integration

Directed Path

Business Development (85%) OR

Relationship Management (85%)

RFP Exposure (15%)

RFP Project Management & Operations (50%)

Business Development (50%) OR

Relationship Management (50%)

Track placement: RFP

Business Development Relationship Management

What You'll Do

• 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

What We're Looking For

• 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
• Financial literacy and familiarity with the endowment/foundation client segment a plus
• Curiosity about AI tools and workflow automation; willingness to build new capabilities on the job

Compensation & Benefits

Base salary $80,000 plus bonus

Commonfund is an equal opportunity employer. We encourage applications from candidates of all backgrounds, including those returning to the workforce.