Analyst, Investor Services

INVESTOR SERVICES TEAM

Position Title : Analyst

About the Role

The Investor Services Team provides operational support and service to institutional investor clients participating in the Commonfund OCIO (Outsourced Chief Investment Officer) program. We are seeking an Analyst who will serve as a critical bridge between complex financial operations and modern automation, building strong client relationships while driving operational excellence.

This role offers the opportunity to apply technical and analytical skills to optimize mission-critical fund operations while gaining deep exposure to institutional investor services. You'll develop automation solutions that streamline manual processes, create tools to identify discrepancies across large datasets, and transform data from multiple sources into actionable insights.

The Wilton office is moving to Merritt 7, Norwalk December of 2025. Interested candidates should apply online at , with a resume and cover letter.

Key Responsibilities

Financial Operations & Reporting

• Oversee cost accounting reporting processes, managing daily and monthly accounting cycles
• Review investment performance at both investment and manager levels, analyzing returns against benchmarks
• Compare manager-to-custodian returns and investigate variances
• Manage reconciliation processes including ledger, balance, and performance data
• Support year-end audits (financial statements, K-1s, etc.)
• Support monthly rebalancing and trading activities for client portfolios
• Partner with administration teams to provide accounting, reporting, and client support

Technology & Process Innovation

Client Servicing

Required Qualifications

Professional Competencies