Investment Consulting Analyst

Posted Yesterday
Be an Early Applicant
6 Locations
In-Office
62K-81K Annually
Mid level
Consulting • Financial Services
The Role
Supports investment consulting teams across manager searches, asset allocation studies, performance monitoring, client reporting, meeting materials, special projects, and investment manager due diligence. Collaborates with performance reporting, research, and operations teams while working directly with client relationships. Requires two to four years of investment experience, strong Microsoft Office and spreadsheet skills, organizational ability, communication skills, and a college degree.
Summary Generated by Built In
Job Level: 2 - 4 years of experienceLocation: Boston, MA; Chicago, IL; Atlanta, GA; Charlotte, NC; Las Vegas, NV or San Francisco, CA (Hybrid model)Job Summary:

NEPC is looking to hire a class of Investment Consulting Analysts to join the team. Analysts are aligned with a practice group of 2-3 client types and assigned directly to client relationships working alongside members of the consulting teams to meet client needs. Analysts can expect to work closely with our consulting staff, assisting in investment manager searches, asset allocation studies, performance monitoring, preparation of client reports and meeting materials, special projects, and conducting due diligence research on investment management firms. To complete these deliverables, analysts will collaborate with teams across the firm including performance reporting, research, and operations.

Job Qualifications:

A minimum of two - four years of investment related experience is required.  Highly developed computer skills, proficiency in spreadsheets and graphics required.  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 is important.  Excellent communication skills, both oral and written, are imperative.  NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth.  College degree required.  Advanced degree and/or the CAIA® designation, CFA® designation (or progress toward these credentials) is a plus.  Competitive salary and full benefits including profit sharing and 401(k) plans. 

Compensation: 

The base salary for this role is $62,000 - $81,000 per year with an additional annual performance bonus. Individual compensation is based on a variety of factors, including experience, education, certifications, location, responsibilities of the role, internal equity and alignment with market data. 

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 very supportive, team-oriented environment, and a full benefits program to support your life and well-being.   

NEPC is an Affirmative Action/Equal Opportunity Employer (October 2025)

Qualifications Skills Preferred Cross-Functional Collaboration Some Knowledge Relationship Management Some Knowledge Microsoft Office Some Knowledge Communication Skills Some Knowledge Organization Skills Some Knowledge Time Management Some Knowledge Reporting & Analysis Some Knowledge Due Diligence Some Knowledge Investment Research Some Knowledge Performance Monitoring Some Knowledge Investments Some Knowledge 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.

Skills Required

  • Two to four years of investment-related experience
  • Highly developed computer skills
  • Proficiency in spreadsheets and graphics
  • Strong organizational skills
  • Problem-solving skills
  • Attention to detail
  • Ability to work independently in a fast-paced, multitask environment
  • Excellent oral and written communication skills
  • College degree
  • Advanced degree
  • CAIA designation or progress toward it
  • CFA designation or progress toward it
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The Company
HQ: Boston, Massachusetts
545 Employees
Year Founded: 1986

What We Do

NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement. Our mission is to help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. Our research-driven investment solutions are tailored to support your unique financial goals, constraints, beliefs and time horizons. As trusted and thoughtful stewards of capital, we measure our accomplishments by the success of our clients. NEPC's greatest strength is our people, an exceptional and diverse group of professionals united in their commitment to fulfilling your long-term financial objectives. Our goal is to deliver objective investment advice and the highest level of service. We invite you to experience the NEPC difference. Visit nepc.com to learn more.

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