Investment Performance Associate

Job Category: Performance Analytics

Level: Entry Level, 0-2 years of experience

Team: Performance Analytics

Location: Boston, MA; Atlanta, GA; Chicago, IL; Las Vegas, NV; Charlotte, NC; or San Francisco, CA (Hybrid Model)

Job Summary

Join NEPC as an Investment Performance Associate this summer! Our Performance Reporting Group plays a vital role in supporting our Consulting business by delivering exceptional service to our clients. As a Performance Associate, you will gather and reconcile investment data and create comprehensive performance reports. These reports will provide our consultants and clients with crucial insights to assess investment performance and make informed decisions. In this pivotal role, you'll gain valuable experience in performance measurement, portfolio allocation, performance attribution, and evaluation of investment managers. We encourage ongoing professional development through programs like CIPM, CFA, or CAIA.

Responsibilities

• Independently collect, enter, and reconcile investment data from custodian banks, investment managers, and other third parties.
• Calculate, validate, and monitor client investment performance data, including review of reports.
• Investigate and resolve discrepancies in investment data and performance reports.
• Deliver client-ready performance reports in a timely manner.
• Manage workload effectively to meet deadlines.
• Collaborate with leadership and consulting team members on client and firm-wide projects.

Job Qualifications

We are seeking candidates with strong communication and analytical skills, as this role relies heavily on data interpretation. Proficiency in Excel, along with excellent time management and organizational abilities, is essential. The ideal candidate is dependable, with strong verbal and written communication skills. This position is an excellent opportunity to kick-start your career in the investment field, building a solid foundation of knowledge. A Bachelor's degree in Accounting, Math, Economics, or Finance is strongly preferred, though degrees in Liberal Arts or Business are welcome.

Compensation: The base salary for this role ranges from $55,000 to $66,000 per year, depending on experience, education, certifications, and other relevant factors.

Company Background

NEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts. Founded in 1986, we have grown to approximately 375 employees and serve over 400 clients. Our mission is to help governments, institutions, families, and individuals preserve and grow their capital across various asset classes and market cycles. We offer a range of consulting services, including asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. Our diverse client base includes defined benefit and contribution plans, endowments, foundations, trusts, high-net-worth individuals, and more.

Our culture values clients first, integrity, authenticity, teamwork, and adaptability. NEPC is committed to fostering an inclusive environment and advancing diversity within the firm and the industry. We promote from within, ensuring excellent opportunities for professional growth in a dynamic and supportive environment. Our flexible hybrid work model and comprehensive benefits package reflect our commitment to your well-being.

NEPC is an Affirmative Action/Equal Opportunity Employer.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.