Investment Analyst / Sr. Investment Analyst - Private Wealth
Position Overview: NEPC is seeking an experienced investment analyst with solid analytical experience. This role is focused on client support, research support, process improvements, and project management. This role will require a hands-on, roll-up your sleeves approach to assisting the private wealth team in achieving its core strategic objectives. This individual will also be involved with on-boarding new clients in this fast-paced, growing practice team.
Job Summary: This individual will be responsible for assisting with client support, asset allocation analysis, investment manager research, performance monitoring, preparation of client reports, and special projects. This is a staff addition to the Private Wealth team and will also focus on process development and enhancements to create scalable output for Private Wealth clients.