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NEPC, LLC

Investment Consulting Analyst

Posted 2 Hours Ago
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In-Office
Charlotte, NC, USA
62K-81K Annually
Mid level
In-Office
Charlotte, NC, USA
62K-81K Annually
Mid level
Supports investment consulting teams across manager searches, asset allocation studies, performance monitoring, client reporting, meeting materials, special projects, and investment manager due diligence. Collaborates with performance reporting, research, and operations teams while working directly with client relationships. Requires two to four years of investment experience, strong Microsoft Office and spreadsheet skills, organizational ability, communication skills, and a college degree.
The summary above was generated by AI
Job Level: 2 - 4 years of experienceLocation: Boston, MA; Chicago, IL; Atlanta, GA; Charlotte, NC; Las Vegas, NV or San Francisco, CA (Hybrid model)Job Summary:

NEPC is looking to hire a class of Investment Consulting Analysts to join the team. Analysts are aligned with a practice group of 2-3 client types and assigned directly to client relationships working alongside members of the consulting teams to meet client needs. Analysts can expect to work closely with our consulting staff, assisting in investment manager searches, asset allocation studies, performance monitoring, preparation of client reports and meeting materials, special projects, and conducting due diligence research on investment management firms. To complete these deliverables, analysts will collaborate with teams across the firm including performance reporting, research, and operations.

Job Qualifications:

A minimum of two - four 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. 

Compensation: 

The base salary for this role is $62,000 - $81,000 per year with an additional annual performance bonus. 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 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.   

NEPC is an Affirmative Action/Equal Opportunity Employer (October 2025)

Qualifications Skills Preferred Cross-Functional Collaboration Some Knowledge Relationship Management Some Knowledge Microsoft Office Some Knowledge Communication Skills Some Knowledge Organization Skills Some Knowledge Time Management Some Knowledge Reporting & Analysis Some Knowledge Due Diligence Some Knowledge Investment Research Some Knowledge Performance Monitoring Some Knowledge Investments Some Knowledge Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

NEPC, LLC Charlotte, North Carolina, USA Office

5113 Piper Station Dr, Charlotte, North Carolina, United States, 28277 6689

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