Client Engagement Analyst

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Engagement Analyst New York, NY, US Salary: $80,000.00 Annually 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 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. #J-18808-Ljbffr