Investment Consulting Analyst

NEPC

Boston, MAOn-siteFull time
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Pay
$62K to $81K
a year
Location
Boston, MA
Work style
On-site
Job type
Full time
Posted
Oct 8
11 days ago
Career path

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About the company

NEPC

Financial services · 201 to 500 employees

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.

NEPC on LinkedIn

What you'll do

  • Assist with investment manager searches, asset allocation studies, performance monitoring, client reports and meeting materials, special projects, and due diligence research on investment management firms.
  • Collaborate with performance reporting, research, operations, and consulting teams.

What you need

  • Requires a minimum of two years of investment related experience and a college degree.
  • Requires strong computer, spreadsheet, graphics, organizational, problem-solving, communication, and attention-to-detail skills; an advanced degree or CAIA® or CFA® designation is a plus.
  • Education: a bachelor's degree or a postgraduate degree

Key skills

investment related experiencecomputer skillsspreadsheetsgraphicsorganizational skillsproblem solving skillsattention to detailcommunication skillsCAIA® designationCFA® designation

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Perks

  • profit sharing
  • 401(k) plans
  • full benefits

See full description on company page, apply now

Read the full posting here
Job Level: 2 - 4 years of experience Location: Boston, MA; Chicago, IL; Atlanta, GA; Charlotte, NC; Las Vegas, NV or San Francisco, CA (Hybrid model) Job Summary: 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. Job Qualifications: 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. Compensation: 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. Company Background: 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 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. NEPC is an Affirmative Action/Equal Opportunity Employer (October 2025)

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