Associate Consultant

Consulting · Menlo Park, California
Department Consulting
Employment Type Full-Time
Minimum Experience Mid-level

Ideal candidates will be process-oriented, flexible and with a keen attention to detail.


They are the primary resource for Consultant support, work closely and take direction from Consultants for client deliverables. These include preparing board memos; updating Investment Policy Statements; responding to client requests; and working closely with our Research group for investment manager updates. They also attend Investment and Portfolio Review Committee meetings.



  • Bachelor’s Degree; preferably in Finance
  • MBA or Master of Finance and CFA. (Will consider those with CFA Level II)
  • Three years (or more) of relevant experience especially with institutional investing
  • Solid knowledge of finance and investments
  • Familiarity with defined benefit pension plans and defined contribution plans.
  • Strong quantitative and analytical skills
  • Proficient with Excel, Morningstar, Bloomberg and eVestment
  • High comfort level with working independently and meeting tight deadlines.



Our benefits include medical, dental, vision, group life, short and long-term disability, 401(k), a “take what you need” time off policy and reimbursement of expenses for work toward CFA, CAIA and CIPM designations.


The Firm has a practice of promoting from within and rewards significant contributions to the company.



Since 1982, Alan Biller and Associates has specialized in fiduciary consulting to employee benefit plans. We advise on approximately $100 billion, for nearly half of which we have discretion as OCIO, making us one of the largest OCIOs to defined benefits plans in the country. We have an impeccable reputation for ethical behavior, and for making recommendations and decisions based on strong and independent research. We do not offer any proprietary products.


Alan Biller and Associates is an equal opportunity employer.

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  • Location
    Menlo Park, California
  • Department
  • Employment Type
  • Minimum Experience