Job Description
NEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts. They are looking for a Performance Associate to join their Performance Reporting Group, where the role involves gathering and reconciling investment data and producing performance reports for clients. 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 Ability to quickly interpret financial results and discrepancies Advanced skills with Excel Strong time management and organizational skills Highly dependable 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 NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 201-500 employees. Its website is