Careers

Job Description

Investment analyst position working closely with our consulting staff, assisting in investment manager search, asset allocation studies, performance monitoring, preparation of client reports, special projects, and conducting due diligence research on investment management firms. 

A minimum of two (2) – five (5) years of investment 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. 

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Job Description

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.  Data input is required and is an important component of the job.  Each PA interacts with multiple analysts and consultants within NEPC, as well as with our clients’ custodians and investment managers.

Excellent attention to detail is essential.  Strong computer, time management and organizational skills are critical.  The right candidate must be highly dependable with good communications skills and able to work effectively in a fast-paced, multi-task environment.   This is a great way to enter the investment field and begin to build a strong foundation of knowledge.  Competitive salary and full benefits, including profit sharing and 401(k) plans. 

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Job Description

Candidates for this position will most likely be serving in a comparable role at a plan sponsor, investment management or consulting firm specializing in hedge funds.  You will serve as the primary contact with hedge fund managers, which includes identifying, interviewing and performing due diligence (qualitative interpretation and quantitative analysis of data) for new hedge fund managers, as well as existing managers.  Perform ongoing monitoring and due diligence of existing managers, including manager meeting write-ups and written commentary on managers’ strategy for the firm’s quarterly newsletter.  Responsible for the review and evaluation of hedge fund investment strategies and opportunities, and performing due diligence on hedge fund investment funds and vehicles.   Interaction with clients and new business presentations, as necessary.

Three (3) to five (5) years of investment experience required.  Highly developed computer skills, proficiency in spreadsheets and graphics required.  Hedge fund experience a plus.  Excellent working knowledge of Microsoft Office.  Must be detail oriented, able to work independently in a fast-paced, multiple-task environment.  College degree required.  Advanced degree and/or the CFA^® designation (or progress toward these credentials) is a plus.  It is expected that this individual be a team player with excellent communication and interpersonal skills.  NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth.  We offer a competitive salary, bonus and full benefits including profit sharing and 401(k) plans. 

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Job Description

We are currently looking for an analyst for a position in our defined contribution/401(k) business to assist with the preparation of monthly and quarterly client performance reports; understand, analyze and communicate investment strategies; conduct investment manager research and directed research into relevant defined contribution and investment topics, and in all ways support our Consultants.  This can transition into a client facing role, with a salary range commensurate with the experience of the candidate we identify.       

Job Qualifications:

• Passion for, and career interest in, the capital markets
• Self-starter with strong organizational skills, problem solving skills and attention to detail
• One (1) – three (3) years of investment or 401(k) experience is preferred; alternatively, an undergraduate or graduate degree with a concentration in finance, economics, business administration or related field with a clear record of academic success and a relevant prior internship will be considered.
• Completion of level I or II of the CFA^® program, is preferred.  Enrollment will be encouraged if not already enrolled.

Must be detail oriented and able to work independently in a fast-paced, multi-task environment.  The ideal candidate will be a self-starter with strong organizational and problem solving skills along with excellent communication skills, both oral and written, in order to successfully manage the workflow.  NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth.  College degree required.  Competitive salary, bonus and full benefits including profit sharing and 401(k) plans. 

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Job Description

Possible Locations: Cambridge, MA, Atlanta, GA, Chicago, IL, Charlotte, NC, Detroit, MI,
Redwood City, CA

Job Summary:  NEPC, LLC is seeking an experienced investment consultant to work closely with a wide array of clients in the corporate and public sectors.  In addition, this individual will participate in the RFP process, responding to requests, developing new business presentations and presenting to prospects.  This role involves managing defined contribution client accounts by meeting client needs and objectives and being responsive and accessible.

Position Includes: 

• Client-facing role delivering investment performance reports to large market defined contribution clients
• Investment research responsibilities for the investments held in client portfolios and new investment solutions for this segment (stable value, target date funds, income solutions)
• Problem-solving and creating custom materials to respond to client requests relating to all areas of defined contribution plan design and best practices
• Educating clients as to their investments and to general topics of interest in the investment industry
• National travel responsibilities, averaging 1 to 2 days per week
• Home office is Cambridge, MA, but candidate can work out of our Atlanta, Charlotte, Detroit, Chicago, or Redwood City, CA offices

Core Competencies:  Relationship Management and Strong Presentation Skills, Investment Knowledge and Expertise, Quality and Productivity of Client Ready Work, Project Management, Strategic Thinking and Thought Leadership

Job Requirements:  Strong technical investment background, professional presence, excellent presentation and writing skills, a team player and solid individual contributor.  Minimum seven (7) years of investment experience in the Defined Contribution area required; investment experience in the Defined Benefit field preferred; advanced degree and/or the CFA^® designation (or progress toward these credentials) preferred.  Knowledge of target date funds, asset allocation, performance attribution and strong EXCEL and Microsoft office computer skills is preferred.  Ability to handle multiple, unique client relationships (alone or on a team basis) is an inherent job requirement.  Exposure to Morningstar reporting a plus.

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Job Description

The Senior Research Consultant of Private Markets will have full responsibility for a private markets asset class specialization.  Must have a general knowledge of all private market asset classes, including private equity, venture capital, real estate and real assets.  Will be the primary contact with private markets investment managers for due diligence and an internal and external expert for assigned private markets asset class.

Responsibilities:

• Identify, interview and perform due diligence (qualitative interpretation and quantitative analysis of data) for new private markets managers, as well as existing managers
• Perform ongoing monitoring and due diligence of existing managers, including manager meeting write-ups and written commentary on managers’ strategy for the firm’s quarterly newsletter. 
• Responsible for the review and evaluation of private markets investment strategies and opportunities.
• Perform due diligence on private markets investment funds and vehicles.  
• Involvement with negotiation of partnership agreements and investment commitments and relationships. 
• Produce research white papers for specified topics within the asset class.
• Provide expert advice to consultants and analysts regarding the investment management community within assigned private markets asset class.
• Ongoing and timely communication of issues and development of recommendations regarding high exposure managers.
• Continuously update and maintain CRM for all investment manager meetings and due diligence notes.
• Perform such other duties as may be assigned by the Director of Private Markets Research.

The ideal candidate must have a Bachelor’s Degree in Finance or a related field and 10+ years of prior private markets related experience.   Master’s Degree and/or CAIA^® designation or CFA^® designation (or progress towards) or comparable experience preferred.  Strong working knowledge of the functions of investment managers required.  Must be detail oriented and able to work independently in a fast-paced, multi-task environment.  The ideal candidate will be a self-starter with strong organizational and problem solving skills along with excellent communication skills, in order to successfully manage the workflow.  Competitive salary, bonus and full benefits including profit sharing and 401(k) plans.  Send resume to:  hr@nepc.com

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Job Description

Responsible for reviewing and entering data into NEPC’s performance management system.  Ensuring accuracy of all data received and entered and performing basic database maintenance to ensure data is prepared and ready for monthly and quarterly reporting cycles.

High school degree required with some college experience preferred; Bachelor’s degree or progress towards a Bachelor’s degree also preferred.  High degree of computer proficiency in Microsoft Office and ability to learn new computer programs quickly.  Exceptional attention to detail, ability to communicate effectively and in a professional manner and eagerness to learn are essential.  Knowledge and understanding of basic investment concepts helpful.  Competitive salary and full benefits, including profit sharing and 401(k) plans. 

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Job Description

Primary responsibility is to assist in collecting and maintaining manager quarterly performance and allocation data for our alternatives asset department.  Data is gathered directly from the managers and maintained in multiple software programs.  Other responsibilities include interaction with private equity and/or real estate managers, reconciling fund returns, report generation, and creating exhibits to include in client presentations as well as the quarterly client reports.  Each PA interacts with all analysts and consultants within NEPC, as well as with investment managers.

A minimum of 1 – 2 years experience in fund accounting or a related field is strongly preferred.  Degree in accounting, finance or economics, 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 communication 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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Job Description

The Private Markets Analyst supports the investment consulting team and assists with the  gathering of data for manager analysis and due diligence.  This individual will be responsible for reaching out to individual fund managers and fund of funds to gather data and synthesize it for the Consulting team.  During the analysis process the analyst will begin to build and maintain knowledge of private equity real estate managers.  Over time they will gain access to manager meetings and learn the due diligence process in detail.  They will also begin to do manager write-ups.  This individual will utilized strong Excel spreadsheet capabilities as well as proactive communication and outreach skills to support the Real Estate consulting team in their efforts to fully vet and recommend managers for NEPC client portfolios.

Responsibilities:

• Gather data from multiple managers and analyze and organize data for further review by consulting team.
• Help prepare PowerPoint presentations, manager write-ups, research updates and other communication materials for clients.
• Overtime develop a basic knowledge level of these managers in order to serve as an internal resource to consultants and consulting analysts seeking current information.
•  Participate in evaluating and monitoring real estate managers including attending and participating in meetings with managers, summarizing meeting outcomes, and evaluating the organization, and investment strategy, process, and performance.
• Participate in the data collection process to ensure accurate entry of quantitative and qualitative information into the database for use in written due diligence reports.
• Work with the Real Estate team to prioritize the list of managers/funds for which due diligence reports will be created.
• Develop research and documentation for the private market surveys, trends and other related analysis.
• Participate in monitoring the clients' Real Estate managers.
• Assist in the specification, evaluation, selection, and on-going improvement of the firm’s manager research analysis and knowledge management technology.

Job Requirements:

The ideal candidate will have an undergraduate degree in Finance, Economics or Business with one year plus of work experience in a finance or investment related role.  Some exposure to real estate a plus but not required.   Must have  strong Excel and PowerPoint skills, attention to detail.  Strong writing and analytical abilities are necessary.  Excellent interpersonal and verbal communication skills are imperative, as well as the ability to work in a team environment.  Must have the ability to produce a quality written product.  Ability and willingness to effectively engage in conversation with managers, references, and clients.  Ability to work both independently and as part of a team. Demonstrated leadership, integrity and initiative. NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth. Competitive compensation and benefits including profit sharing and 401(k) plans. 

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