Performance Associate

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Level : Entry Level, 0-2 years of experience

Team : Performance Analytics

Location : Boston, MA; Atlanta, GA; Chicago, IL; Las Vegas, NV; Charlotte, NC or San Francisco, CA (Hybrid Model)

Job Summary

NEPC is looking for a class of Performance Associate to join the team. Our Performance Reporting Group supports our Consulting business in servicing NEPC’s clients. Performance Associates are responsible for gathering and reconciling our client’s investment data and producing investment performance reports used to measure, monitor, and evaluate our client’s investment portfolios. Performance reports typically include investment performance, risk statistics, investment allocations, and other investment performance information to help our consultants and clients assess investment results and make informed investment decisions. In this role, PAs gain experience and knowledge about the investment consulting industry including performance measurement, portfolio asset allocation, performance attribution, and investment manager evaluation. We highly encourage and support employees to further their investment knowledge by participating in the CIPM, CFA, or CAIA programs.

Responsibilities

• Independently collect, enter, and reconcile our clients’ investment data from custodian banks, investment managers, and other third parties.
• Calculate, validate, and monitor client investment performance data including the review of investment data and performance reports.
• Investigate and troubleshoot investment data and performance report discrepancies.
• Deliver timely and client‑ready performance reporting deliverables.
• Prioritize and manage assigned workload to meet deadlines.
• Collaborate with leadership, consulting team members, and peers on client and firm‑wide projects as needed.

Job Qualifications

Strong communication and analytical skills are required. This is a data‑driven role where the ability to quickly interpret financial results and discrepancies is critical. Advanced skills with Excel and 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 Accounting, Math, Economics and / or Finance strongly preferred. Liberal Arts or Business Degree welcome.

Compensation

The base salary for this role is $54,000 - $77,000 per year. 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’re a fun (but demanding) company with excellent working conditions, a flexible, hybrid work offering and a very supportive, team‑oriented environment, and a full benefits program to support your life and well‑being.

Equal Employment Opportunity Statement

NEPC is an affirmative action / equal opportunity employer.

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