Performance Analyst

Posted on: November 30, 2018

Job Summary:

We’re looking for a Performance Analyst to join our Las Vegas office.  NEPC’s Performance Reporting Group is an important team supporting our Consulting business.  The Performance Analyst is responsible for gathering financial performance data from various sources including Custodians, Investment Managers and Hedge Funds.  The data collected is reviewed and entered into our reporting system to allow for the use and creation of financial results for our clients.  Data input is required and is an important component of the job.  It is a fast-paced, deadline driven and high energy environment with an opportunity to interact with professionals inside and outside the firm.  Each Performance Analyst is responsible for accurately calculating monthly portfolio returns and characteristics and performing various reconciliations to ensure the accuracy of financial results.  All types of investment transactions are tracked and processed using performance reporting technology.  Data is gathered from hard copy statements, and electronically using various bank downloads and data files. 

 Job Qualifications:

Strong communication and analytical skills are required.  This is a data driven role where being able to quickly interpret financial results and discrepancies are critical.  Advanced skills with Excel and having strong time management and organizational skills are a must.  The right candidate must be highly dependable and have strong verbal and written communications skills.  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.  Bachelor’s degree in Economics and Finance and some summer internship or prior work experience strongly preferred.  Liberal Arts or Business Degree welcome.

To apply: click here

Company Background:

NEPC, LLC is an employee-owned, full service investment consulting firm based in Boston, Massachusetts.  NEPC was founded in 1986 and now has approximately 280 employees and over 350 clients.  We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, and manager search.  Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft-Hartley, health & welfare, high-net worth, insurance and private plans.  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 is an Affirmative Action/Equal Opportunity Employer


Las Vegas, Nevada

Boston, Massachusetts 

Experience Level

0-2 years of experience

TO apply: click here

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