NEPC, LLC
Manager, Investment Operations
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NEPC, LLC
Level:
10+ years of related experience
Location:
Flexible (Hybrid In‑Office [Boston, Chicago, Atlanta, Charlotte, Las Vegas, San Francisco] or Fully Remote)
Job Summary:
As a Manager on the OCIO Investment Operations Team, you will play a key role in managing and enhancing the operational infrastructure that supports the Outsourced Chief Investment Officer (OCIO) business. In this highly visible and fast‑paced role, you will act as the primary contact for the operational oversight of OCIO client portfolios. You will oversee trade execution and settlement, portfolio policy monitoring, cash management, valuation, and reconciliation. You will support new client onboardings and serve as a liaison between clients, investment managers, and custodian banks while collaborating closely with internal consulting teams, research teams, and the OCIO Committee.
Key Responsibilities
Oversee the full trade lifecycle – trade capture, settlement, and coordination with investment managers and custodians – ensuring accuracy, timeliness, and adherence to client cash and liquidity requirements.
Manage daily reconciliation and valuation processes across custodians, investment managers, and internal systems, promptly investigating and resolving breaks or discrepancies.
Collaborate with portfolio managers, relationship managers, custodians, and third‑party vendors to streamline operational workflows and resolve issues efficiently.
Mitigate operational risk and enhance efficiency by maintaining robust internal controls, implementing quality assurance routines, and driving continuous process improvements within the OCIO team.
Maintain a deep understanding of the team’s systems, infrastructure, and business processes to support operational excellence and effective oversight.
Support internal consulting teams by responding to client inquiries, audit requests, and documentation needs.
Serve as a key contributor to the firm’s annual SOC 1 audit, partnering closely with external auditors to provide required documentation and support testing procedures.
Job Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field.
10+ years of experience in investment operations, middle office, or related financial services roles.
Experience working with custodian banks and investment managers.
Project management experience in operational settings.
Strong knowledge of investment instruments, trade settlement processes, and reconciliation practices.
Experience leading or managing teams with a focus on operational excellence.
Familiarity with client onboardings, KYC/AML processes, and vendor management.
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities.
Excellent communication and interpersonal skills with a collaborative mindset.
Strong problem‑solving abilities and a continuous improvement orientation.
Compensation The base salary for this role is $107,000 – $148,000 per year with an additional annual performance bonus. Individual compensation is based on a variety of factors, including experience, education, certifications, location, responsibilities of the role, internal equity and alignment with market data.
Company Background NEPC, LLC is a full‑service investment consulting firm based in Boston, Massachusetts. Founded in 1986, NEPC has 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. Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft‑Hartley, health & welfare, high net worth, insurance, and private plans. NEPC provides a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. Culture is important to us: 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 offer excellent professional growth, a supportive, team‑oriented environment, and a full benefits program to support life and well‑being.
NEPC is an affirmative action / equal opportunity employer (October 2025)
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–
NEPC, LLC
Level:
10+ years of related experience
Location:
Flexible (Hybrid In‑Office [Boston, Chicago, Atlanta, Charlotte, Las Vegas, San Francisco] or Fully Remote)
Job Summary:
As a Manager on the OCIO Investment Operations Team, you will play a key role in managing and enhancing the operational infrastructure that supports the Outsourced Chief Investment Officer (OCIO) business. In this highly visible and fast‑paced role, you will act as the primary contact for the operational oversight of OCIO client portfolios. You will oversee trade execution and settlement, portfolio policy monitoring, cash management, valuation, and reconciliation. You will support new client onboardings and serve as a liaison between clients, investment managers, and custodian banks while collaborating closely with internal consulting teams, research teams, and the OCIO Committee.
Key Responsibilities
Oversee the full trade lifecycle – trade capture, settlement, and coordination with investment managers and custodians – ensuring accuracy, timeliness, and adherence to client cash and liquidity requirements.
Manage daily reconciliation and valuation processes across custodians, investment managers, and internal systems, promptly investigating and resolving breaks or discrepancies.
Collaborate with portfolio managers, relationship managers, custodians, and third‑party vendors to streamline operational workflows and resolve issues efficiently.
Mitigate operational risk and enhance efficiency by maintaining robust internal controls, implementing quality assurance routines, and driving continuous process improvements within the OCIO team.
Maintain a deep understanding of the team’s systems, infrastructure, and business processes to support operational excellence and effective oversight.
Support internal consulting teams by responding to client inquiries, audit requests, and documentation needs.
Serve as a key contributor to the firm’s annual SOC 1 audit, partnering closely with external auditors to provide required documentation and support testing procedures.
Job Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field.
10+ years of experience in investment operations, middle office, or related financial services roles.
Experience working with custodian banks and investment managers.
Project management experience in operational settings.
Strong knowledge of investment instruments, trade settlement processes, and reconciliation practices.
Experience leading or managing teams with a focus on operational excellence.
Familiarity with client onboardings, KYC/AML processes, and vendor management.
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities.
Excellent communication and interpersonal skills with a collaborative mindset.
Strong problem‑solving abilities and a continuous improvement orientation.
Compensation The base salary for this role is $107,000 – $148,000 per year with an additional annual performance bonus. Individual compensation is based on a variety of factors, including experience, education, certifications, location, responsibilities of the role, internal equity and alignment with market data.
Company Background NEPC, LLC is a full‑service investment consulting firm based in Boston, Massachusetts. Founded in 1986, NEPC has 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. Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft‑Hartley, health & welfare, high net worth, insurance, and private plans. NEPC provides a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. Culture is important to us: 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 offer excellent professional growth, a supportive, team‑oriented environment, and a full benefits program to support life and well‑being.
NEPC is an affirmative action / equal opportunity employer (October 2025)
#J-18808-Ljbffr