Address
Form of work
SalaryJob Level: 2-4 years of experience
Location: Boston, MA, San Francisco, CA, Denver, CO, Chicago, IL, Atlanta, GA or Charlotte, NC
Job Summary:
- Please note that we are looking to start this class of Investment Consulting Analysts this coming Summer (June/July 2024)
NEPC is looking to bring on four (4) Investment Consulting Analysts. Analysts will be aligned with a practice group of 2-3 client types and assigned directly to client relationships working alongside members of the consulting teams to meet client needs. Analysts can expect to work closely with our consulting staff, assisting in investment manager searches, asset allocation studies, performance monitoring, preparation of client reports and meeting materials, special projects, and conducting due diligence research on investment management firms. To complete these deliverables, analysts will collaborate with teams across the firm including performance reporting, research, and operations.
Job Qualifications:
A minimum of two to four years of investment-related experience is required. Highly developed computer skills, proficiency in spreadsheets and graphics required. Must be a self-starter with a passion for markets and investments. Must possess strong organizational skills, problem solving skills and attention to detail. Ability to work independently in a fast-paced, multiple-task environment is important. Excellent communication skills, both oral and written, are imperative. NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth. College degree required. Advanced degree and/or the CAIA® designation, CFA® designation (or progress toward these credentials) is a plus. Competitive salary and full benefits including profit sharing and 401(k) plans.
Company Background:
NEPC, LLC is an employee-owned, full-service Investment Consulting firm based in Boston, Massachusetts. We were founded in 1986 and now have approximately 350 employees and over 400 clients. We help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft-Hartley, health & welfare, high net worth, insurance, and private plans.
Culture is important to us here at NEPC – our values include putting clients first, doing the right thing, bringing your whole self to work, building trust, embracing change, and having a we before me approach in our work. Advancing diversity and inclusion within our firm and industry is also a core initiative at NEPC. We are a strong advocate of promotion from within, so excellent potential exists for professional growth. We’re a fun (but demanding) company with excellent working conditions, a very supportive, team-oriented environment, and a full benefits program to support your life and well-being. We offer a competitive salary and bonuses (when applicable).
NEPC is an Affirmative Action/Equal Opportunity Employer (March 2024)
