Investment Consulting Analyst

NEPC, LLC; Atlanta (GA); Hybrid; USD 62,000 - 81,000; Full time

Benefits offered by this job

Profit sharing

401(k) plans

Hybrid work model

Job summary

NEPC, LLC is seeking an Investment Consulting Analyst to join our team as part of a hybrid-capable, nationally distributed role across multiple cities.

Analysts support client relationships, assist in investment manager searches, asset allocation studies, performance monitoring, and preparation of client reports and meeting materials, collaborating with performance reporting, research, and operations teams.

Qualifications

• Two to four years of investment-related experience.
• Proficiency in spreadsheets and graphics.
• Self-starter with strong organizational and problem-solving skills.
• Excellent oral and written communication.

Responsibilities

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

Skills

Investment analysis

Excel proficiency

Data visualization

Communication skills

Education

Bachelor's degree

Advanced degree or CFA/CAIA progress

Tools

PowerPoint

Bloomberg

Job description

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 Affimative Action/Equal Opportunity Employer (October 2025)