Investment Consulting Analyst

NEPC, LLC; San Francisco (CA); Hybrid; USD 62,000 - 81,000; Full time

Benefits offered by this job

Profit sharing

401(k) plan

Full benefits

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

Qualifications

• Two to four years of investment-related experience.
• Strong organizational, problem-solving and detail-oriented skills.
• Excellent oral and written communication skills.

Responsibilities

• Assist in investment manager searches, asset allocation studies and performance monitoring.
• Prepare client reports and meeting materials; support special projects.
• Conduct due diligence research on investment management firms; collaborate with performance reporting, research and operations.

Skills

Investment experience

Communication

Problem solving

Attention to detail

Education

College degree

Advanced degree / CFA/CAIA (or progress)

Tools

Spreadsheets

Graphics

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)