OCIO Associate – Paralegal

Overview

This role supports private markets investment activities through the review, administration, and coordination of investment documentation. Working as part of the OCIO team, the associate-paralegal collaborates with consultants, investment operations, client service teams, external counsel, investment managers, custodians, and administrators to facilitate investment execution, manager onboarding, and ongoing legal processes.

Responsibilities

• 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.

Compensation & Benefits

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

Company / Organization Overview

• Since 1982, the organization has specialized in fiduciary consulting to employee benefit plans.
• As of April 2026, the organization consults on approximately $170 billion in client assets, including approximately $75 billion managed with discretion through its OCIO services.
• The organization does not offer proprietary investment products and bases recommendations and decisions on strong, independent research.