NEPC, LLC is an employee-owned, full-service investment consulting firm based in Boston, Massachusetts. NEPC was founded in 1986 and now has approximately 370 employees and over 425 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. $64bn AUM. Details below.
Description
Location: Boston, MA or Atlanta, GA preferred (Hybrid, 2 days in office)
Team: Onboarding, Performance Analytics
Level: 0-4 years of experience
Job Summary:
NEPC is looking for a Performance Associate to join our Onboarding Team to focus on successfully transitioning clients from prior consultant’s reporting systems.
- Uploading and reconciling historical data to prior consultant
- Collecting data from hard copy statements, and electronically using various bank downloads and data files
- Reviewing and entering collected data into our reporting system to allow for the use and creation of financial results for our clients
- Accurately calculate monthly portfolio returns and characteristics and performing various reconciliations to ensure the accuracy of financial results
- Creating custom reports
- Attending frequent check-in meetings with Clients and Consultants to discuss transition statuses and operational details
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. We are looking for somebody with advanced Excel skills as well as strong time management and organizational skills. The right candidate must be highly dependable and have strong verbal and written communication skills. This is a great way to enter the investment field and build a strong foundation of knowledge. Economics and finance and some summer internship or prior work experience strongly preferred. Liberal Arts or Business Degrees welcome.
Company Background:
NEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts. We were founded in 1986 and now have approximately 375 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 is also a core initiative 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 flexible, hybrid work offering and 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 (January 2025)
