ABOUT COMMONFUND
Commonfund is an investment management firm serving the institutional market with a particular focus on the nonprofit sector including endowments, foundations, healthcare organizations, and other mid-sized institutions. Commonfund was founded in 1971 with a two-part mission: to create investment solutions for nonprofits that previously did not have the scale and access to high-quality investment managers and to develop educational programs that would bring current best practices to institutional investors of all sizes and segments.
Commonfund has changed and grown dramatically over the years, expanding its investment solution offerings and the client segments served. Today, Commonfund manages approximately $28 billion on behalf of almost 1,700 institutions with a focus on three primary activities: Outsourced solutions (OCIO); alternative investment strategies (hedge funds and private capital); and research and advice on various investment and governance topics through the Commonfund Institute.
Commonfund OCIO provides total portfolio management for endowment and foundation clients. Our total institutional approach to investment management involves addressing wide-ranging factors that extend well beyond portfolio management. We apply the endowment model of investing to institutional portfolios and provide investment flexibility by using independent sub-advisers for discretionary and non-discretionary outsourcing engagements. Our programs incorporate both active and passive strategies in equities, fixed income, hedge funds, real assets, and private capital.
Commonfund’s website, www.commonfund.org/AboutUs/ provides a more detailed overview, including its role and mission statement. Interested candidates should apply online at: https://www.commonfund.org/about/careers/
POSITION DESCRIPTION
The Commonfund OCIO team seeks to hire an Analyst to assume investment- and client-related requests from clients and senior members of the Outsourced Chief Investment Office (OCIO) Team. This is a highly visible position and critical to the success of the organization and its growth. The Analyst will assist with managing client portfolios in areas such as asset allocation modeling, portfolio construction, portfolio rebalancing, reporting, and risk management. The successful candidate will also be expected to work cross functionally with other teams within the organization to provide high-quality, timely, and complete responses for our clients.
We are currently seeking candidates for a two-year program starting immediately. In this role, the Analyst will experience all aspects of the investment process including learning the different asset classes that Commonfund utilizes to construct its client portfolios. Analysts will be provided the appropriate training and mentoring needed to succeed in the role.
This position is based in Wilton, CT.
PRIMARY RESPONSIBILITIES:
- Provide strong quantitative and analytical skills to support the investment officers on OCIO client accounts
- Undertake portfolio evaluation and analysis of client portfolios
- Assist with client interface – respond to inquiries and analytical requests from clients in a timely and accurate manner
- Responsible for month-end portfolio review, rebalancing of client portfolios, and cash flow analysis
- Assist in generating asset allocation recommendations for current and prospective institutions by using portfolio modeling applications
- Create, maintain, and update presentation materials
- Assist with ad-hoc project requests from clients and senior staff
- 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 BACKGROUND:
- Four-year college degree
- This role is open to candidates with 0-2 years of experience
- 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
