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About the Role
Manage activities related to onboarding new clients to NEPC's OCIO platform and implementing changes for existing clients. Contribute to business initiatives that improve and advance onboarding and implementation processes. This role contributes to all aspects of OCIO client implementations, ensuring accounts and documentation are in place with investment managers, hedge funds, and custodians for trade execution and settlement. Interface with investment managers, transition managers, custodian banks, and internal teams.
Responsibilities
- Act as the main point of contact for clients and consulting teams during onboarding and transition events
- Set up NEPC's internal trading systems and establish external connections with related parties, primarily investment firms and custodians
- Independently review and validate client legal and account-opening documentation, including AML/KYC materials, custody and investment manager documentation; proactively identify and escalate gaps to the OCIO Contracts, Legal, and Compliance teams, as appropriate
- Maintain complete and accurate records of account-level onboarding activity
- Identify and implement process improvements across the onboarding and implementation workflow, including documentation standards, tracking tools, and handoffs with partner teams
- Lead and contribute to special projects that improve the scalability, quality, and efficiency of the OCIO Team
Requirements
- 2-6 years of investment-related operational experience at an investment manager, hedge fund, custodian bank, or investment consulting firm; new client onboarding or transition management experience is a plus
- Exceptional attention to detail, with strong organizational and project management skills and the ability to prioritize competing responsibilities
- Ability to work independently in a fast-paced environment, interfacing with personnel at all levels inside and outside of NEPC
- Experience reviewing AML/KYC and client due diligence documentation is a plus, including entity formation and governing documents, beneficial ownership and control-person information, and authorized signer verification
- Familiarity with institutional account-opening requirements and the documentation required by custodians, investment managers, fund administrators, private market managers, and hedge fund managers
- Excellent written and verbal communication skills, with a mature, professional demeanor and the ability to present to clients and prospects — this aspect of the role will increase over time
- Advanced Excel skills, including pivot tables, lookups and data validation; working knowledge of PowerPoint
Skills
- Project management
- Organizational skills
- Excel
- PowerPoint
Location
- Boston, Massachusetts
Work Type
- Hybrid
Experience Level
- 2-6 years
Education Level
- College degree or equivalent experience
Salary/Compensations
- $70,000 - $90,000 per year with an additional annual performance bonus
Benefits
- Full benefits program to support your life and well-being
About the Company
- NEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts, founded in 1986 with 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.
- 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.
- Advancing diversity and inclusion within our firm and industry is also a core initiative.
- 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.
Equal Opportunity
- NEPC is an Affirmative Action/Equal Opportunity Employer