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

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