NNEPC, LLC logo

NEPC, LLC

Financial Services · 553 people

Investment Consulting Analyst

Posted 8 Oct

What’s this role about? Analysts assist consulting teams with investment manager searches, asset allocation studies, and performance monitoring for client relationships. They also collaborate across the firm to prepare client reports, meeting materials, and conduct due diligence research on investment management firms.

Boston, Massachusetts
Hybrid
$62K – $81K
Full-time
2-5 years exp
255 State St, Boston, Massachusetts 02109
Bachelor degree or Postgraduate degree

Skills required

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Company

About NEPC, LLC NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement. Our mission is to help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. Our research-driven investment solutions are tailored to support your unique financial goals, constraints, beliefs and time horizons. As trusted and thoughtful stewards of capital, we measure our accomplishments by the success of our clients. NEPC's greatest strength is our people, an exceptional and diverse group of professionals united in their commitment to fulfilling your long-term financial objectives. Our goal is to deliver objective investment advice and the highest level of service. We invite you to experience the NEPC difference. Visit nepc.com to learn more.

NEPC, LLC

Our clients define us. They come first in everything we do.

Investment ConsultingHealthcareEndowments & FoundationsCorporatePublic FundsTaft-HartleyDefined ContributionPrivate WealthInsuranceOCIO
NNEPC, LLC logo
201-500 employees
Financial Services
1986
Privately Held
19k LinkedIn followers

Responsibilities

  • LOCATION: BOSTON, MA; CHICAGO, IL; ATLANTA, GA; CHARLOTTE, NC; LAS VEGAS, NV OR
  • NEPC is looking to hire a class of Investment Consulting Analysts to join the
  • team. Analysts are 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.

Qualification

ConsultingFinance & AccountingManagement & Leadership
  • A minimum of two - four years of investment related experience is required.
  • Highly developed computer skills, proficiency in spreadsheets and graphics
  • required.  Must be a self-starter with 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.

Benefits

  • The base salary for this role is $62,000 - $81,000 per year with an additional
  • annual performance bonus. Individual compensation is based on a variety of
  • factors, including experience, education, certifications, location,
  • responsibilities of the role, internal equity and alignment with market data.
  • NEPC, LLC is a full-service investment consulting firm based in Boston,
  • Massachusetts. We were founded in 1986 and now have approximately 375 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

Interested in this role?

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