Sr. Investment Consultant / Consultant - Public Funds (West Coast)

Level:

Consultant: (7-10 years), Sr. Consultant: (10+ years)

Investment Director vs. Sr. Investment Director level will be determined dependent on qualifications and experience

Location: Flexible (West Coast, preferably San Francisco but, open to remote work in other areas of California. Candidates in Portland or Denver would also be considered. Please include your current address on resume. 

Job Summary:

NEPC is seeking an experienced Public Fund Consultant to join our growing practice on the West Coast. We are seeking an accomplished investment consultant with a minimum of 7 years of solid investment experience in both traditional and alternative asset classes. Experience servicing public fund relationships is required. This requires strong presentation, verbal communication and writing skills and a solid technical background. Experience servicing institutional investment relationships required.   An advanced degree and/or the CFA^® and/or CAIA^® designation are strongly preferred. In depth knowledge of asset allocation and strong knowledge of alternative investments required. Ability to handle multiple, unique client relationships (alone or on a team basis) is an inherent job requirement. 

Job Qualifications:

1. Ability to develop new business relationships, present NEPC’s unique market brand to prospects and bring new clients to the firm.
2. Ability to manage and service 7-12 complex client relationships.
3. Provide consulting advice on investment fund design, structure, and governance.
4. Meet client needs and objectives and be responsive and accessible to clients, consistent with NEPC’s client centric philosophy.
5. Participate in marketing and new business development opportunities on a regular basis.
6. Develop new leads and ask for referrals to enrich the pipeline of new business opportunities.
7. Back up other Sr. Consultants/Partners on complex accounts as needed.
8. Guide/train analysts and other associates as needed.
9. Assist in the preparation of “white papers” on topics of current or prospective interest to clients.
10. Participate in appropriate conferences and networking events becoming a known NEPC entity in the marketplace.
11. Maintain current knowledge of investment trends and challenges, including best practices and communicate these effectively with clients.
12. Partner with NEPC’s team of Research professionals to stay current on market trends

Specific Responsibilities:

1. Act as a lead or secondary consultant on NEPC client teams.
2. Strengthen NEPC’s public fund brand on the West Coast by attending conferences, speaking on panels, and building a reputation as a top tier NEPC consultant.
3. Provide consulting advice to clients on trends in the capital markets and NEPC’s recommended actions.
4. Determine the appropriate asset mix and fund structure for each client.
5. Develop/review investment policy statements and update appropriately.
6. Oversee/conduct manager searches for traditional and alternative assets.
7. Prepare and/or review quarterly reports for client investment performance.
8. Educate clients as to their investments and to general topics of interest in the investment industry especially as it relates to the specific needs of their institution

Benefits:

NEPC features competitive salary, bonus, and full benefits, including health and welfare, profit sharing and 401(k) plans.  In addition, we offer tuition reimbursement and financial support towards the CFA and CAIA designations.  We also have a very flexible work environment with both remote and hybrid options. 

Company Background:

NEPC, LLC is a full service investment consulting firm based in Boston, Massachusetts. NEPC was founded in 1986 and now has approximately 375 employees and over 425 clients.  We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth.

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, great benefits and a very supportive team-oriented environment.

NEPC is an Affirmative Action/Equal Opportunity Employer (January 2025)