Investment Consulting Analyst — Growth & Hybrid Work

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

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