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# OCIO Solutions Associate

- **Company:** Alan D Biller & Assoc Inc
- **Location:** Menlo Park, CA, United States (Remote available)
- **Experience:** Expert
- **Salary:** $90,000.0 - $120,000.0
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Adobe Acrobat, Artificial Intelligence, Document Management Systems, Microsoft Dynamics CRM, Microsoft PowerPoint
- **Published:** June 4, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=0521cc3824e988e6

## About the Role

Do you have experience in Investment firm experience?, Do you have a Bachelor's degree?, * 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.

## Description

* 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.


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