Performance Associate/Analyst

Level: Entry Level (0-2 years of experience)

Team:  Performance Analytics

Location:  Boston OR Remote   

Job Summary:

NEPC is looking to hire a class of six (6) Performance Associates/Analysts to join our team. Our Performance Reporting Group supports our Consulting business in servicing NEPC’s clients.  PAs are responsible for gathering and reconciling our client’s investment data and producing investment performance reports used to measure, monitor, and evaluate our client’s investment portfolios. Performance reports typically include investment performance, risk statistics, investment allocations, and other investment performance information to help our consultants and clients assess investment results and make informed investment decisions. In the role, PAs gain experience and knowledge about the investment consulting industry including, performance measurement, portfolio asset allocation, performance attribution, and investment manager evaluation. We highly encourage and support employees to further their investment knowledge by participating in the CIPM, CFA, or CAIA programs.

Key Responsibilities:

• Independently collect, enter, and reconcile our clients’ investment data from custodian banks, investment managers, and other third parties
• Calculate, validate, and monitor client investment performance data including the review of investment data and performance reports
• Investigate and troubleshoot investment data and performance report discrepancies
• Deliver timely and client-ready performance reporting deliverables
• Prioritize and manage assigned workload to meet deadlines
• Collaborate with leadership, consulting team members, and peers on client and firm-wide projects as needed

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 Accounting, Math, Economics and Finance strongly preferred.  Liberal Arts or Business Degree welcome.

Company Background:

NEPC, LLC is an employee-owned, full-service investment consulting firm based in Boston, Massachusetts. We were founded in 1986 and now have approximately 350 employees and over 400 clients.  We help governments, institutions, families and individuals preserve and grow their capital across different asset classes and market cycles. We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft-Hartley, health & welfare, high net worth, insurance, and private plans. 

Culture is important to us here at NEPC – our values include putting clients first, doing the right thing, bringing your whole self to work, building trust, embracing change, and having a “we before me” approach in our work. Advancing diversity and inclusion within our firm and industry are also core initiatives at NEPC. We are a strong advocate of promotion from within, so excellent potential exists for professional growth. We’re a fun (but demanding) company with excellent working conditions, a very supportive, team-oriented environment, and a full benefits program to support your life and well-being. We offer a competitive salary and bonuses (when applicable).

NEPC is an Affirmative Action/Equal Opportunity Employer                                                                                             (2023)