Performance Associate
NEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts, looking for a Performance Associate to join their Performance Analytics team. This entry-level role involves gathering and reconciling client investment data and producing performance reports to assist consultants and clients in evaluating investment portfolios.
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
Skills
- Strong communication and analytical skills are required
- This is a data driven role where being able 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
- Bachelor's degree in Accounting, Math, Economics and/or Finance strongly preferred
- Liberal Arts or Business Degree welcome
Benefits
- Full benefits
- Profit sharing
- 401(k) plans
Company Overview