Investment Operations Contract Analyst / Sr. Investment Operations Contract Analyst en NEPC, LLC

Level: 2-6 years of experience 

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

Location: Boston, MA (Hybrid)

Job Summary:

NEPC is seeking a detail-oriented professional to serve as a primary point of contact for document preparation and review within our OCIO Investment Operations business. This role centers around managing subscription documentation and related legal materials for commingled vehicles, hedge funds, and private market investments. The analyst will work directly with investment managers and administrators to ensure all required documentation is in place for client investments. The analyst will collaborate with internal Legal, Trade Operations, Research, and Consulting teams to ensure accuracy, consistency, and timely execution. This position is ideal for a candidate who thrives in a fast-paced environment and demonstrates strong organizational and communication skills.

Key Responsibilities:

• Lead end-to-end onboarding for new investment managers, including collection and review of subscription agreements and AML/KYC documentation.
• Partner with Legal, Trade Operations, Research, and Consulting to align workflows and deliver seamless client service.
• Review AML/KYC documentation for accuracy and completeness and coordinate timely resolution of issues.
• Communicate clear and concise updates and insights to internal and external stakeholders.
• Review peer work to maintain accuracy and consistency, contributing to a culture of quality and accountability.
• Identify process improvement opportunities and bring forward solutions that increase efficiency and deliver greater value to clients.

Job Qualifications:

• 2–6 years of experience in a documentation-focused role within financial services, accounting, auditing, asset management, or corporate law.
• Proficiency with Microsoft Office Suite; experience with investor portals or fund administration platforms a plus.
• Exceptional attention to detail, with proven ability to manage complex documentation in a deadline-driven environment.
• Exposure to commingled vehicles, hedge funds, and/or private equity preferred.
• Familiarity with regulatory requirements related to investor documentation (Subscription Documentation, AML/KYC, FATCA, CRS).
• Excellent written and verbal communication skills, with a client-service orientation.
• Bachelor’s degree or equivalent work experience.

Company Background:

NEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts. We were founded in 1986 and now have approximately 375 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 (September 2025)