Investment Consulting Analyst

NEPC, LLC; Charlotte (NC); Hybrid; USD 62.000 - 81.000; Vollzeit

Benefits dieser Stelle

Profit sharing

401(k) plans

Zusammenfassung

NEPC, LLC is seeking Investment Consulting Analysts to join our team. Analysts support client relationships within a practice group, assisting with investment manager searches, asset allocation studies, performance monitoring, and client materials.

You will collaborate with performance reporting, research, and operations across the firm. The role offers a hybrid work model in multiple cities, with a strong emphasis on professional growth and internal promotion opportunities.

Qualifikationen

• Two to four years of investment-related experience required.
• Strong organizational and problem-solving skills; attention to detail.
• College degree required; CFA/CAIA advanced credentials a plus.

Aufgaben

• Assist in investment manager searches, asset allocation studies, and performance monitoring.
• Prepare client reports and meeting materials; conduct due diligence research on investment managers.
• Collaborate with performance reporting, research, and operations teams across the firm.

Kenntnisse

Investment analysis

Excel proficiency

Attention to detail

Communication skills

Ausbildung

Bachelor's degree

Advanced degree / CFA or CAIA in progress

Tools

Microsoft Excel

Jobbeschreibung

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 Aff… (October 2025)