Home › Companies › Aebad3d9 4fa5 4393 8afb 3a6af61641d2 19000101 000001 › Client Engagement Analyst
Client Engagement Analyst
Aebad3d9 4fa5 4393 8afb 3a6af61641d2 19000101 000001 · New York, NY, US, New York, NY; Norwalk, CT, US, Norwalk, CT · Active · $80,000 / year · ADP Workforce Now Recruiting
Job facts
| Field | Value |
|---|---|
| Company | Aebad3d9 4fa5 4393 8afb 3a6af61641d2 19000101 000001 |
| Title | Client Engagement Analyst |
| Normalized title | - |
| Department / team | - |
| Location | New York, NY, United States |
| Work model | - |
| Employment type | - |
| Salary | $80,000 / year |
| Status | active |
| ATS provider | ADP Workforce Now Recruiting |
| Posted / first seen | 2026-04-27 / 2026-05-31 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Aebad3d9 4fa5 4393 8afb 3a6af61641d2 19000101 000001. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through ADP Workforce Now Recruiting. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in New York. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Aebad3d9 4fa5 4393 8afb 3a6af61641d2 19000101 000001 |
| Source | 5e27d996-df76-4e41-8a30-6f857fce157b |
| ATS provider | ADP Workforce Now Recruiting |
Description
Client Engagement Analyst
Two-Year Development Program with opportunity for 3 rd year | Commonfund OCIO
About the Role
Commonfund OCIO is seeking a Client Engagement Analyst to join our Client Engagement team in a structured two-year with the potential for a third-year development opportunity. This role is designed for early-career professionals who are interested in institutional asset management and want to build deep expertise across business development, client relationship management, and RFP strategy. This opportunity will lead to a path that is focused either more on business development or relationship management as the candidate develops in the role over the two-year program.
This role can be based in either our New York City or Norwalk, CT office.
Program Structure
Year 1
Year 2
Optional Year 3
Foundation
Integration
Directed Path
Business Development (85%) OR
Relationship Management (85%)
RFP Exposure (15%)
RFP Project Management & Operations (50%)
Business Development (50%) OR
Relationship Management (50%)
Track placement: RFP
Business Development Relationship Management
What You'll Do
Research endowment, foundation, and nonprofit prospects; support pitchbook and new business presentation production Maintain Salesforce CRM pipeline records; coordinate conference and event logistics Produce pre-meeting briefing documents and coordinate follow-up for senior client and prospect meetings Project-manage RFP and DDQ submissions: assign workstreams, set deadlines, coordinate with portfolio managers and SMEs Maintain and improve the RFP content library; integrate AI-assisted drafting tools into production workflows In Year 2, mentor the incoming analyst cohort and take ownership of recurring deliverables within assigned track What We're Looking For
Recent college grads who want to learn institutional asset management Strong written and verbal communication and research skills; comfort producing client-ready materials Project management orientation — able to juggle multiple workstreams and meet deadlines in a fast-moving environment Financial literacy and familiarity with the endowment/foundation client segment a plus Curiosity about AI tools and workflow automation; willingness to build new capabilities on the job Compensation & Benefits
Base salary $80,000 plus bonus
Commonfund is an equal opportunity employer. We encourage applications from candidates of all backgrounds, including those returning to the workforce.
Full job record
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| Board ID | 5e27d996-df76-4e41-8a30-6f857fce157b |
| Provider | adp_workforcenow |
| Provider Job Key | 593371 |
| Title | Client Engagement Analyst |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | New York, NY, US, New York, NY; Norwalk, CT, US, Norwalk, CT |
| Department | — |
| Team | — |
| Employment Type | — |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | NY |
| City | New York |
| Salary Raw | Up to 80000.00 (USD) Annually |
| Salary Min | 0 |
| Salary Max | 80,000 |
| Salary Currency | USD |
| Salary Period | year |
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| First Seen At | 2026-05-31 18:33:18Z |
| Last Seen At | 2026-06-06 13:15:21Z |
| Last Checked At | 2026-06-06 13:15:21Z |
| Last Changed At | 2026-06-06 13:15:21Z |
| Inactive At | — |
| Source Posted At | 2026-04-27 14:16:00Z |
| Source Updated At | — |
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"requisitionDescription": "<div><p data-pasted=\"true\"><strong>Client Engagement Analyst</strong></p><p>Two-Year Development Program with opportunity for 3<sup>rd</sup> year | Commonfund OCIO</p><p style=\"margin-left:0in;\"><strong>About the Role</strong></p><p>Commonfund OCIO is seeking a Client Engagement Analyst to join our Client Engagement team in a structured two-year with the potential for a third-year development opportunity. This role is designed for early-career professionals who are interested in institutional asset management and want to build deep expertise across business development, client relationship management, and RFP strategy. This opportunity will lead to a path that is focused either more on business development or relationship management as the candidate develops in the role over the two-year program.</p><p><strong>This role can be based in either our New York City or Norwalk, CT office. <br></strong></p><p style=\"margin-left:0in;\"><strong>Program Structure</strong></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"680\" style=\"width: 63%; height: 148px;\"><colgroup><col style=\"width: 30.1676%;\"><col style=\"width: 39.3296%;\"><col style=\"width: 30.5028%;\"></colgroup><tbody><tr style=\"height: 30px;\"><td><p><strong>Year 1</strong></p></td><td><p><strong>Year 2</strong></p></td><td><p><strong>Optional Year 3</strong></p></td></tr><tr style=\"height: 30px;\"><td><p><strong>Foundation</strong></p></td><td><p><strong>Integration</strong></p></td><td><p><strong>Directed Path</strong></p></td></tr><tr style=\"height: 94px;\"><td><p>Business Development (85%) OR</p><p>Relationship Management (85%)</p><p>RFP Exposure (15%)</p></td><td><p>RFP Project Management & Operations (50%)</p><p>Business Development (50%) OR</p><p>Relationship Management (50%)</p></td><td><p>Track placement: RFP</p><p>Business Development Relationship Management</p></td></tr></tbody></table><p style=\"margin-left:0in;\"><strong>What You'll Do</strong></p><ul style=\"margin-left: 14px;\"><li>Research endowment, foundation, and nonprofit prospects; support pitchbook and new business presentation production</li><li>Maintain Salesforce CRM pipeline records; coordinate conference and event logistics</li><li>Produce pre-meeting briefing documents and coordinate follow-up for senior client and prospect meetings</li><li>Project-manage RFP and DDQ submissions: assign workstreams, set deadlines, coordinate with portfolio managers and SMEs</li><li>Maintain and improve the RFP content library; integrate AI-assisted drafting tools into production workflows</li><li>In Year 2, mentor the incoming analyst cohort and take ownership of recurring deliverables within assigned track</li></ul><p style=\"margin-left:0in;\"><strong>What We're Looking For</strong></p><ul style=\"margin-left: 14px;\"><li>Recent college grads who want to learn institutional asset management</li><li>Strong written and verbal communication and research skills; comfort producing client-ready materials</li><li>Project management orientation — able to juggle multiple workstreams and meet deadlines in a fast-moving environment</li><li>Financial literacy and familiarity with the endowment/foundation client segment a plus</li><li>Curiosity about AI tools and workflow automation; willingness to build new capabilities on the job</li></ul><p style=\"margin-left:0in;\"><strong>Compensation & Benefits</strong></p><p>Base salary $80,000 plus bonus</p><p>Commonfund is an equal opportunity employer. We encourage applications from candidates of all backgrounds, including those returning to the workforce.</p></div>\n",
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