Investment Consulting Graduate Internship Program

Job Description

Investment Consulting Graduate Internship Program | NEPC

The Tone:
This is an internship at NEPC, located in Boston, MA (hybrid). NEPC is a full-service investment consulting firm focused on helping clients build successful investment programs by using diverse and proven strategies to enhance returns while minimizing risk. This program is designed to attract and support diverse talent in the investment industry, providing an excellent foundation for those interested in a career in institutional investment consulting by contributing to meaningful, project-based work.

The TL;DR
• Role: Internship
• Type: Temporary
• Location: Boston, MA (Hybrid)
• Pay: $30–$40 hourly
• Team: Works on project teams within Investment Manager Research, Taft-Hartley, Public Funds, Portfolio Construction, and OCIO.
• Mission: This person solves problems by contributing to meaningful, project-based work that drives positive investment outcomes for clients, enhances brand visibility, and identifies new business opportunities.
• Tech Stack: Microsoft Office (Excel, Word, PowerPoint), FactSet, Bloomberg

What You’ll Actually Do
• Research: Lead research initiatives focused on liquid real assets to develop educational materials and portfolio implementation recommendations for diverse client bases.
• Analysis: Conduct market canvassing projects to identify medium to large retirement plans, map the competitive landscape, and determine key decision-makers for new business opportunities.
• Communication: Evaluate and enhance the effective communication of NEPC’s institutional-quality research and materials to Registered Investment Advisors (RIAs) and their end clients.
• Monitoring: Support the Portfolio Construction team in developing a repeatable process to analyze and monitor portfolios across the client base, identifying key trends and insights.
• Collaborate: Partner with internal consultants, investment, and compliance teams to organize findings, refine conclusions, brainstorm strategies, and present findings to senior team members.

The Must-Haves
• Background: Actively pursuing an MBA or master’s degree, preferably in Finance or Economics.
• Experience: At least a year of prior professional exposure to the investment industry.
• Skills: Strong analytical skills, excellent written and verbal communication abilities, proficiency with Microsoft Office (Excel, Word, PowerPoint), attention to detail, a proactive mindset, and a willingness to learn.
• Bonus: Experience with Python, R, or AI-enabled analytical tools.