Investment Consulting Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

NEPC, LLC · 21 hours ago

Investment Consulting Analyst

positionSan Francisco, CA
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$62K/yr - $81K/yr
date2+ years exp

NEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts, looking to hire an Investment Consulting Analyst to join their team. The role involves working closely with consulting staff to assist in investment manager searches, asset allocation studies, performance monitoring, and conducting due diligence research on investment management firms.

CrowdfundingFinancial ServicesInsurance

Responsibilities

Assisting in investment manager searches
Conducting asset allocation studies
Monitoring performance
Preparing client reports and meeting materials
Managing special projects
Conducting due diligence research on investment management firms
Collaborating with teams across the firm including performance reporting, research, and operations

Qualification

Investment related experienceSpreadsheetsCAIA® designationCFA® designationOrganizational skillsProblem solving skillsAttention to detailCommunication skillsSelf-starterWork independently

Required

A minimum of two - four years of investment related experience
Highly developed computer skills
Proficiency in spreadsheets and graphics
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
Excellent communication skills, both oral and written
College degree required

Preferred

Advanced degree and/or the CAIA® designation
CFA® designation (or progress toward these credentials)

Benefits

Full benefits including profit sharing and 401(k) plans
Annual performance bonus
Excellent working conditions
A very supportive, team-oriented environment
A full benefits program to support your life and well-being

Company

NEPC, LLC

twittertwittertwitter
company-logo
NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.6T assets under advisement.
dateFounded in 1986
location
Boston, Massachusetts, USA
people-size201-500 employees
web-link
http://nepc.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
2024-10-21Acquired

Leadership Team

M
Michael Manning
Chief Executive Officer
linkedin
leader-logo
Devan Dewey
Chief Technology Officer
linkedin

Recent News

PR Newswire
NEPC Names Tim McCusker President; Appoints Sarah Samuels to CIO
2025-12-10
PR Newswire
NEPC Strengthens Leadership Team with Promotion of New Partners and Principals
2025-12-03
Institutional Investor
NEPC Foresees a Decade of Disruption for DC Plans
2025-10-25
Company data provided by crunchbase