Sr. Consultant - Endowments & Foundations presso NEPC, LLC

Level:

Sr. Consultant: (10+ years)

Location: Flexible

West Coast, preferably Illinois, California, Oregon or Colorado.  Please include your current city/town and state on resume. 

Job Summary:

NEPC, LLC (NEPC) is seeking an experienced E&F Consultant to join our expanding team in the Midwest or Western regions—this is an opportunity to be part of a dynamic group of professionals committed to collaboration and client success. Candidates should bring 10+ years of investment experience across traditional and alternative asset classes, with a strong background servicing institutional relationships. Proven business development, presentation, and communication skills are essential, along with deep expertise in asset allocation and alternative investments. Ability to handle multiple, unique client relationships is an inherent job requirement.  Advanced credentials such as a CFA, CAIA, or relevant degree are strongly preferred. At NEPC, we have a culture that focuses on the effort and success of the entire Endowments & Foundations team, and we seek candidates who lead through collaboration - mentoring peers, fostering trust, and strengthening the team to deliver exceptional client outcomes.

Job Qualifications:

1. Ability to manage and service 8-12 complex client relationships.
2. Provide consulting advice on investment fund design, structure, and governance.
3. Meet client needs and objectives and be responsive and accessible to clients, consistent with NEPC’s client-centric philosophy.
4. Ability to develop new business relationships, present NEPC’s unique market brand to prospects, and bring new clients to the firm.
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 E&F client teams.
2. Strengthen NEPC’s E&F brand 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 on their investments and present 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 is a full-service investment consulting firm based in Boston, Massachusetts. NEPC was founded in 1986 and now has approximately 380 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 in both the advisory and OCIO space. NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth. 

Our broader client base includes defined benefit, defined contribution, insurance, 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