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Performance Associate - Boston, United States - NEPC
2 weeks ago
Description
Job Level: 0-4 years of experienceTeam: Onboarding, Performance Analytics
Location: Boston, MA or Atlanta, GA, would also consider a remote employee in a state that we are registered in. Hybrid model.
Job Summary:
This Performance Associate will be joining the Onboarding Team and be responsible for successfully transitioning clients from prior consultant's reporting systems.
Additional responsibilities include:
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 having 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 Economics and Finance and some summer internship or prior work experience 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. We were founded in 1986 and now have approximately 350 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. We offer a competitive salary and bonuses (when applicable).
NEPC is an Affirmative Action/Equal Opportunity Employer (May 2024)