Investment Director

2 weeks ago

Boston, United States NEPC Full time
Job Level: 5-7+ years of experience

Location: Boston, MA, Chicago, IL, San Francisco, CA or Atlanta, GA

NEPC is looking for an Investment Director to join the Firm's Client Strategy team which operates within NEPC's Marketable Securities Investment Group. The Client Strategy team is responsible for performing diligence on, monitoring, and analyzing public equity, credit, and hedged strategies within client portfolios. This individual will join a collaborative team and assume primary responsibility for investment strategies across different asset classes, sectors, and geographies. In addition, the individual will have the ability to formally rate client strategies and develop summary materials on investment firms and strategies within their area of coverage.

To be successful in this role, you must be highly motivated, intellectually curious, technically oriented, flexible, and have strong communication skills. In addition, the ability to efficiently handle a high volume of responsibilities is critical.

Job Summary:

  • Evaluate and analyze investment firms and strategies across different asset classes within Marketable securities (public and hedge funds).
  • Leverage NEPC's rating system to formally assign ratings on investment firms and strategies within client portfolios.
  • Develop research summaries of key findings on investment firms and strategies which will be utilized both internally and externally by clients.
  • Present evaluations and research summaries to NEPC's internal investment committees for approval.
  • Serve as key NEPC contact for internal and external constituents for assigned area of focus.
  • Assist in the distribution of annual due diligence questionnaires externally and updating data within NEPC's internal manager database.
Job Qualifications:
  • Bachelor's degree.
  • 5-7+ years of investment research experience specifically with manager and fund selection.
  • CFA ® designation or CAIA ® designation (or progress towards these credentials).
  • Working knowledge of eVestment a plus.
  • Experience writing and summarizing investment views.
  • The most important qualifications are intellectual curiosity, strong work ethic, attention to detail, second-level thinking, and the ability to marry quantitative and qualitative frameworks to form investment recommendations.


Company Background:

NEPC, LLC is an employee-owned, full-service investment consulting firm based in Boston, Massachusetts. We were founded in 1986 and now have approximately 350 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. We offer a competitive salary and bonuses (when applicable).

NEPC is an Affirmative Action/Equal Opportunity Employer (March 2024)

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