Level: Experienced (0-3 years of experience)
The Research Analyst will be part of the Real Assets Research team (encompassing Real Estate, Energy, Timber, Agriculture, Commodities, and other real assets) within NEPC’s broader research group. The primary job function will be to work as part of the RA team to analyze global market trends, identify attractive investment themes, perform due diligence on investment managers, write research/white papers, and work with clients to build and structure investment portfolios. This includes identifying market trends, interviewing and performing due diligence (qualitative and quantitative) on investment managers and underlying assets.
Zero (0) – three (3) years of investment or consulting experience.
Knowledge and experience within real estate or other real asset classes is desirable, but similar years of experience analyzing and evaluating investments in other asset classes will be considered.
Strong investment knowledge and familiarity with financial/accounting principles.
Excellent working knowledge of Microsoft applications (Excel, PowerPoint) and Bloomberg. Candidates will be expected to have proficient Excel modeling skills with the ability to take data sets and synthesize into outputs that provide the base analytics for investment research.
Investment modeling experience is a plus.
Must be detail oriented, able to work independently and multitask.
Team player mentality with strong communication and interpersonal skills.
Mature, professional demeanor and ability to present to clients and prospects is important, as that aspect of the role will increase with time.
Bachelor’s degree required.
CAIA® designation or CFA® designation (or progress toward these credentials) is a plus.
NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth. We offer a competitive salary, bonus and full benefits including profit sharing and 401(k) plans.
NEPC, LLC is one of the industry’s largest independent, full-service investment consulting firms, serving over 300 institutional clients with total assets over $950 billion. Headquartered in Boston, Massachusetts and with offices throughout the United States, NEPC is known for our incisive investment expertise and exceptional service. Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft-Hartley, health & welfare, high-net worth, insurance and private plans. NEPC’s mission is to help our clients build successful investment programs, using diverse and proven strategies to enhance returns while minimizing risk. We’re a fun (but demanding) company with excellent working conditions and a very collaborative team environment.