Private Wealth Performance Associate/Analyst

Level: 1-3 years of experience

Team: Performance Analytics (With Addepar Focus)

Location: Boston, MA; Atlanta, GA; Chicago, IL; Las Vegas, NV; Charlotte, NC, Portland, OR; or San Francisco, CA (Hybrid Model)

Job Summary:

NEPC is seeking a Performance Associate (PA) with experience using the Addepar performance reporting platform to join the Private Wealth Performance Analytics team. Our Performance Reporting Group supports our Consulting business in servicing NEPC’s clients. Performance Associates are responsible for gathering and reconciling our client’s investment data and producing investment performance reports used to measure, monitor, and evaluate our client’s investment portfolios. Performance reports typically include investment performance, risk statistics, investment allocations, and other investment performance information to help our consultants and clients assess investment results and make informed investment decisions.

We are especially interested in candidates with hands-on experience using Addepar for investment data aggregation, reconciliation, and reporting. Familiarity with Private Markets reconciliation as well as Addepar’s onboarding capabilities, and partnership/ownership functionality is preferred.

In this role, PAs gain experience and knowledge about the investment consulting industry including performance measurement, portfolio asset allocation, performance attribution, and investment manager evaluation. We highly encourage and support employees to further their investment knowledge by participating in the CIPM, CFA, or CAIA programs.

NEPC applies a flexible approach to hiring for this role. Depending on level of experience relevant to the role and skills benchmarked, we will establish the appropriate salary. The target base salary will be between 55-60k plus eligibility for overtime and a comprehensive benefits package.

Key Responsibilities:

• Independently collect, enter, and reconcile our clients’ investment data from custodian banks, investment managers, and other third parties, with a strong preference for candidates who have worked with Addepar.
• Calculate, validate, and monitor client investment performance data including the review of investment data and performance reports.
• Enter values and flows for Private Markets investments and perform in depth reconciliation on a regular, recurring basis.
• Investigate and troubleshoot investment data and performance report discrepancies, especially within Addepar’s platform.
• 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.

Job Qualifications:

Strong communication and analytical skills are required. This is a data driven role where being able to quickly interpret financial results and discrepancies is critical. Advanced skills with Excel and strong time management and organizational skills are a must. The right candidate must be highly dependable and have strong verbal and written communications skills.  Experience with Addepar and Private Markets performance reporting is strongly preferred. Competitive salary and full benefits, including profit sharing and 401(k) plans. Bachelor’s degree in accounting, Math, Economics and/or Finance strongly preferred. Liberal Arts or Business Degree welcome.

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 flexible, hybrid work offering and 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 (October 2025)

NEPC, LLC is one of the industry’s largest independent, full-service investment consulting firms, serving more than 400 clients with over $1.3T assets under advisement.