Research Consultant - Traditional Assets
Level: Experienced (7+ years of experience)
Candidates for this position will most likely be serving in a comparable role at a plan sponsor, investment manager or consulting firm specializing in equities and/or fixed income. You will be responsible for the review, evaluation and analysis of the managers and funds within your asset class and will serve as the primary contact with managers in that strategy. This includes identifying, interviewing and performing due diligence (qualitative and quantitative) on new managers not on our platform, as well as existing managers. You also will be responsible for capital markets views of your asset class. In addition, you will perform ongoing monitoring of the managers in your strategy and prepare quarterly reports on developments in your strategy. You will be responsible for the creation and updating of educational presentations for both internal and external use, as well as research white papers. Attending and speaking at industry conferences, as well as NEPC conferences and offsites is required. It is expected that this individual will be involved with negotiation of investment commitments and relationships. You will also have interaction with clients and new business presentations, as necessary.
Seven (7) plus years of investment research experience required. In depth asset class research knowledge required and experience with manager and fund selection. Knowledge and experience with emerging managers is useful but not required. Highly developed computer skills, proficiency in spreadsheets and graphics required. Must be detail oriented, able to work independently in a fast-paced, multiple-task environment. College degree required. Advanced degree and/or the CAIA® designation or CFA® designation (or progress toward these credentials) is a plus. It is expected that this individual be a team player with excellent communication and interpersonal skills. NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth. We offer a competitive salary, bonus and full benefits including profit sharing and 401(k) plans. Send resume to firstname.lastname@example.org.
NEPC, LLC is an employee-owned, full service investment consulting firm based in Boston, Massachusetts. NEPC was founded in 1986 and now has approximately 275 employees and over 300 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.
NEPC is an Affirmative Action/Equal Opportunity Employer