Job Level: Experienced (5-10 years of experience)

Location: Boston, MA, Chicago, IL, Westport, CT, Atlanta, GA, San Francisco, CA, Portland, OR, and Virtual

Job Summary:

NEPC, one of the largest independent investment consulting firms in the industry, is looking for a highly motivated Consultant to join its growing Defined Contribution consulting team. We are seeking a poised, accomplished Defined Contribution investment professional with a strong track record of building client relationships and bringing new business to an organization. This requires strong presentation, verbal communication and writing skills and a solid technical background. Experience servicing institutional investment relationships or working within a DC environment as an investment expert is required. Minimum five years’ experience in a defined contribution investment consulting role. Bachelor’s degree in finance or related field preferred; CFA preferred. Strong client relationship management, problem-solving and analytical skills, presentation, and communication skills required. Ability to handle multiple, unique client relationships (alone or on a team basis) is an inherent job requirement. Some travel may be required.

General Responsibilities:

• Serve as the day-to-day contact on multiple clients with varying governance models, priorities and degrees of complexity.
• Provide consulting advice on a wide range of topics including plan design, structure, and fiduciary oversight responsibilities.
• Meet client’s needs and objectives and be responsive and accessible to clients, consistent with NEPC philosophy.
• Support Partners and Sr. Consultants on complex accounts and contribute to content development of client presentation materials.
• Guide/train analysts and other associates as needed.
• Assist in the preparation of “white papers” on topics of current or prospective interest to clients.
• Maintain fluent knowledge of defined contribution industry, including trends, best practices, and service provider intelligence.

Specific Responsibilities:

• Present quarterly plan investment performance in client meetings and oversee the development of client reports.
• Support all functions related to the selection and monitoring of plan investments.
• Participate in investment manager due diligence research meetings and effectively collaborate with research colleagues and other practice groups as needed.
• Strategically consult to the appropriate fund menu and plan features for each client.
• Strategically consult to plan fees and issues around operationalizing complex institutional investments in a daily-valued environment.
• Educate clients as to their investments and to general topics of interest in the investment and defined contribution industry.
• Remain current on significant developments in the capital markets and DC legal and regulatory landscape, within major investment management firms, and major defined contribution service providers.
• Participate in marketing and new business opportunities, as appropriate.

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 (February 2024)