OCIO Associate, Paralegal

🕒 October 22

🏄 California – Remote

🏄 California – Remote

💵 $95k - $130k / year

⏰ Full Time

🟡 Mid-level

💼 Paralegal

👻 Ghost score 0%

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Alan Biller and Associates

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1982

💸 Finance

💼 Consulting

🤝 B2B

Finance • Consulting • B2B

Alan Biller and Associates is an employee-owned, SEC-registered investment consulting firm founded in 1982 that provides independent, fiduciary investment consulting and OCIO (outsourced CIO) services to U. S. institutional investors. The firm focuses exclusively on institutional investment consulting and offers non-discretionary advice—such as asset allocation guidance, manager searches, contract negotiation, manager monitoring, performance reporting, and client education—as well as discretionary OCIO services that can include implementing allocations, rebalancing, appointing and removing managers, and executing contracts. Typical clients include Taft–Hartley/multi-employer plans, public plans, defined contribution plans, non-profits, and corporate plans; the firm states it is compensated only by client fees and avoids conflicts by not selling sponsored investment products.

📋 Description

• Support private markets investment activities through the review, administration, and coordination of investment documentation • Review, track, and coordinate execution of subscription agreements, limited partnership agreements, side letters, Most Favored Nation elections, investor questionnaires, transfer documentation, and investment management agreements • Review legal documentation, identify issues requiring attention, and coordinate responses with client counsel and external legal advisors • Assist with private fund subscriptions, closings, amendments, transfers, and redemptions • Maintain organized and accurate legal records associated with private market investments • Support investment manager onboarding and ongoing legal and documentation processes • Coordinate with external counsel, fund managers, custodians, administrators, and other service providers • Monitor contractual obligations, deliverables, and critical deadlines • Manage working relationships with outside counsel and legal service providers • Assist with special legal and investment operations projects as needed

🎯 Requirements

• Bachelor’s degree and Paralegal Certificate from an accredited institution • Five or more years of paralegal experience in investment consulting, OCIO, asset management, or a law firm environment • Demonstrated experience reviewing and managing private fund documentation • Experience with contract administration and legal operations • Strong understanding of private investment structures and related investment documentation • Exceptional attention to detail, organization, and follow-through • Ability to manage multiple priorities and deadlines in a collaborative environment • Strong written and verbal communication skills • Advanced proficiency with Microsoft Office and document management systems • Experience working with institutional investors and familiarity with ERISA preferred

🏖️ Benefits

• Annual incentive bonus opportunity • Medical, dental, and vision coverage • 401(k) plan with company contribution • Paid time off and holidays • Flexible remote work environment

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