NEPC is an employee-owned, full service investment consulting firm based in Cambridge, Massachusetts. NEPC was founded in 1986 and now has over 140 employees and over 265 clients. We provide a variety of traditional and alternative assets consulting services such as performance measurement, policy formulation, plan design, asset allocation, manager search, and research. NEPC's mission is to help our clients build successful investment programs, using diverse and proven strategies to enhance returns while minimizing risk. We're a fun (but demanding) company with excellent working conditions and a very supportive team-oriented environment.
NEPC features competitive salary, bonus and full benefits, including profit sharing and 401(k) plans, plus a chance to stimulate the left side of your brain.
If you feel that a match exists between our position requirements and your skills, aptitude and background, send us your resume.
NEPC is an Affirmative Action/Equal Opportunity Employer
Administrative Assistant (Cambridge, MA)
Level:
Entry Level (0 - 1 years of experience)
Job Summary:
Responsibilities include copying, assembling and monitoring the compilation of quarterly Investment Performance Analysis (IPA) books, Searches and educational presentations; preparing and editing correspondence and other materials; ongoing maintenance of client data in our company database; print and graphic support; various mailings; and filing. Act as back up for the Receptionist. Assist with the preparation and assembly of materials for new business presentations.
Job Requirements:
Entry-level position, responsible for providing administrative support to three or more Consultants. Knowledge of Microsoft Office, strong communication skills and professional attitude required. Bachelor’s degree preferred. Must be detail oriented, and able to prioritize workload. Great way to get your foot in the door of a fun and growing company. Growth potential available. Competitive salary and full benefits, including profit sharing and 401(k) plans.
DC Investment Senior Consultant (Cambridge, MA)
Level:
Experienced (5+ years of experience)
Job Summary:
Managing Defined Contribution client accounts by meeting client needs and objectives and being responsive and accessible to clients, consistent with NEPC philosophy.
Position Includes:
- Assisting in investment manager and record-keeping/administration service provider searches.
- Preparation of quarterly reports for client investment performance.
- Conducting due diligence on bundled and unbundled service providers and investment management firms.
- Developing and reviewing client investment policies.
- Determining the appropriate asset allocation for each client.
- Conducting investment manager searches.
- Educating clients as to their investments and to general topics of interest in the investment industry.
- Travel required.
Job Requirements:
Seeking a poised individual with excellent presentation and writing skills and a solid technical background. Minimum five (5) years of investment experience in the Defined Contribution area required; investment experience in the Defined Benefit field; advanced degree and/or the CFA® designation (or progress toward these credentials) preferred. Knowledge of asset allocation, performance attribution and basic computer skills is preferred. Ability to handle multiple, unique client relationships (alone or on a team basis) is an inherent job requirement. NEPC features competitive salary, bonus and full benefits, including profit sharing and 401(k) plans, plus a chance to stimulate the left side of your brain.
Portfolio Analyst (MA)
Level:
Entry Level (1-2 years of experience)
Job Summary:
Primary responsibility is to analyze monthly accounting data to measure investment performance for our clients. Other responsibilities include interaction with custodian banks, reconciling portfolio returns, and creating customized graphs. Each PA works with approximately 20 clients and is responsible for accurately calculating monthly portfolio returns and characteristics. All types of investment transactions are tracked and processed using custom PC software. Data is gathered from hard copy statements, and electronically using various bank downloads and data files. Some data input is required. Each PA interacts with multiple analysts and consultants within NEPC, as well as with our clients' custodians and investment managers.
Position Includes:
- Ensure that monthly data is received from each custodian bank in a timely fashion
- Enter data in the ICC system promptly
- Calculate portfolio returns and verify as many as possible with the investment managers
- Produce monthly flash reports as needed by consultants
- Submit as much client data as possible each quarter before universe creation
- Generate timely IPA reports as needed each quarter
- Download IPA reports and save them in the appropriate network folder. Notify consultants and other team members.
- Update the custom IPA graphs using PowerPoint
- Make regular backups of the ICC database
- Maintain the "Analyst Notes" document for each client
- Maintain the list of hired managers in the SatuitCRM database when any client makes a change
- Meet with consultants quarterly to review each client
Job Requirements:
Minimum of 1 - 2 years experience in fund accounting preferred. Excellent attention to detail and strong computer skills, as well as time management and organizational skills are critical. Must be organized, highly dependable with good communications skills and able to work effectively in a fast-paced, multi-task environment. Competitive salary and full benefits, including profit sharing and 401(k) plans.
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