Investment Consulting Analyst Hybrid, Client Research

NEPC, LLC

Atlanta (GA)

Hybrid

USD 62,000 - 81,000

Full time

25 hours ago
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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

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.

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