What are the responsibilities and job description for the Analyst/ Sr. Investment Analyst - OCIO position at NEPC, LLC?
Level: Mid-level (3 – 5 years of experience)
Location: Boston is preferred, but flexible for the right candidate
Job Summary:
This position works with the Portfolio Strategists and the broader Research team to recommend and implement investment decisions for OCIO clients. In this highly visible and fast-paced role, you will manage all aspects of discretionary portfolios including strategic and tactical asset allocation, portfolio construction, manager implementation, trade execution and settlement, daily portfolio monitoring, cash management and client support. You will also prepare materials for the NEPC Discretionary Committee meetings and interact with Committee. Additionally, you will help prepare materials for new business opportunities. This individual will also be responsible for leading projects to improve portfolio management and operations, including specialty projects and research by client type / asset class.
Job Requirements:
- A minimum of three - five years of investment related experience is preferred.
- College degree required; advanced degree and/or the CAIA® designation, CFA® designation (or progress toward these credentials) is preferred and is a requirement for longer-term career growth on the team.
- Excellent working knowledge of Microsoft applications (Excel, PowerPoint); 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 strongly preferred.
- Ability to quickly gain command of new software packages, analytic platforms and investment databases is essential; familiarity with FactSet, Bloomberg, eVestment and Spotfire is preferred. A demonstration of abilities will be part of the interview process as part of a case study.
- Must have strong organizational, problem solving and time management skills.
- Excellent communication skills, both oral and written, are imperative. Mature, professional demeanor and ability to present to clients and prospects is important, as that aspect of the role will increase with time.
NEPC is an Affirmative Action/Equal Opportunity Employer (June 2022)