Investment Consulting Analyst
About The Position
NEPC is looking to hire an Investment Consulting Analyst 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 conducting due diligence research on investment management firms. To complete these deliverables, analysts will collaborate with teams across the firm including performance reporting, research, and operations.
Requirements
- A minimum of two - four years of investment related 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.
- College degree required.
Nice To Haves
- Advanced degree and/or the CAIA® designation, CFA® designation (or progress toward these credentials) is a plus.
Responsibilities
- Assisting in investment manager searches
- Asset allocation studies
- Performance monitoring
- Preparation of client reports and meeting materials
- Special projects
- Conducting due diligence research on investment management firms
- Collaborate with teams across the firm including performance reporting, research, and operations
Benefits
- Competitive salary
- Full benefits including profit sharing and 401(k) plans.
- Additional annual performance bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
251-500 employees
