NEPC
Performance Associate/Analyst
NEPC, Boston, Massachusetts, us, 02298
Level:
Entry Level, 0-2 years of experienceTeam:
Performance Analytics
Location:
Boston, MA; Atlanta, GA; Chicago, IL; Las Vegas, NV or San Francisco, CA
Job Summary:
NEPC is looking for a Performance Associate to join the team. Our Performance Reporting Group supports our Consulting business in servicing NEPC's clients. Performance Associates 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 this 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.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 is critical. Advanced skills with Excel and 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/or 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. NEPC was founded in 1986 and now has approximately 350 employees and over 400 clients. We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. 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.
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, great benefits, and a very supportive team-oriented environment.
NEPC is an Affirmative Action/Equal Opportunity Employer (June 2024)
Entry Level, 0-2 years of experienceTeam:
Performance Analytics
Location:
Boston, MA; Atlanta, GA; Chicago, IL; Las Vegas, NV or San Francisco, CA
Job Summary:
NEPC is looking for a Performance Associate to join the team. Our Performance Reporting Group supports our Consulting business in servicing NEPC's clients. Performance Associates 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 this 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.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 is critical. Advanced skills with Excel and 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/or 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. NEPC was founded in 1986 and now has approximately 350 employees and over 400 clients. We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. 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.
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, great benefits, and a very supportive team-oriented environment.
NEPC is an Affirmative Action/Equal Opportunity Employer (June 2024)