Investment Consulting Analyst
NEPC
- 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.
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
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Perks
- profit sharing
- 401(k) plans
- full benefits
See full description on company page, apply now