Investment Consulting Analyst: Client Research & Growth

NEPC, LLC; Boston (MA); Hybrid; USD 62,000 - 81,000; Full time

Benefits offered by this job

Profit sharing

401(k) plans

Job summary

NEPC, LLC is seeking an Investment Consulting Analyst to join our Boston-area team. Analysts are aligned with a practice group, work directly with client relationships, and assist in manager searches, asset allocation studies, and performance monitoring.

You will collaborate with performance reporting, research, and operations to deliver client reports and materials, and conduct due diligence on investment managers for ongoing engagements.

Qualifications

• A minimum of two - four years of investment related experience.
• College degree required; advanced degree and/or CAIA/CFA preferred.
• Proficiency in spreadsheets and graphics; strong written and verbal communication.

Responsibilities

• Assist in investment manager searches and due diligence research on managers.
• Conduct asset allocation studies and performance monitoring for clients.
• Prepare client reports and meeting materials alongside consulting teams.
• Support special projects and collaborate across performance reporting, research, and operations.

Skills

Cross-Functional

Relationship Mgmt

Microsoft Office

Communication

Organization

Time Mgmt

Reporting & Analysis

Investment Research

Performance Monitoring

Investments

Education

CAIA

CFA

Job description

NEPC, LLC is seeking an Investment Consulting Analyst to join our Boston-area team. Analysts are aligned with a practice group, work directly with client relationships, and assist in manager searches, asset allocation studies, and performance monitoring.

You will collaborate with performance reporting, research, and operations to deliver client reports and materials, and conduct due diligence on investment managers for ongoing engagements.