Investment Analyst Investment Analyst …

Nepc, Llc
in Woodside, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Nepc, Llc
in Woodside, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Investment Analyst
Investment Consulting Analyst / Sr. Investment Consulting Analyst - Public Funds

Redwood City, CA, USA

Consulting

Job Level:  3-7 years of experience

Team:  Public

Location:  Redwood City, CA

Job Summary:

The Sr. Consulting Analyst or Consulting Analyst position works closely with our Public Fund consulting staff, assisting in investment manager search, asset allocation studies, performance monitoring, preparation of client reports, special projects, and conducting due diligence research on investment management firms. 

Job Qualifications:

A minimum of three to seven 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.  

Company Background:

NEPC, LLC is an employee-owned, full service investment consulting firm based in Boston, Massachusetts.  NEPC was founded in 1986 and now has approximately 300 employees and over 350 clients.  We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, and manager search.  Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft-Hartley, health & welfare, high-net worth, insurance and private plans.  NEPC’s mission is to help our clients build successful investment programs, using diverse and proven strategies to enhance returns while minimizing risk.  We’re a fun (but demanding) company with excellent working conditions and a very supportive team-oriented environment.           

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