Jennifer Appel
Principal, Senior Investment Director at NEPC, LLC
- Role
- Principal, Senior Investment Director, Asset Allocation at NEPC, LLC
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jennifer Appel
Senior Asset Allocation professional partnering with investors to develop strategic portfolio allocations aimed at achieving long-term goals and objectives. Primarily focused on macroeconomic research, with a specific interest in monetary policy and emerging markets. CFA Charterholder.
Experience
Principal, Senior Investment Director, Asset Allocation
Jan 2025 — Present
Key contributor to NEPC\'s strategic market outlook, capital market assumptions, and asset allocation recommendations. Responsible for research and analysis that provides market context and investment positioning recommendations for clients. Operate as the main asset allocation contact for select clients to synthesize firm asset allocation views and market outlook accordingly.
Education
Babson College
Bachelor of Science and Business Management, Finance, General, Statistics
2011 — 2015
Skills
- Microsoft Excel
- Powerpoint
- Finance
- Financial Analysis
- Social Media
- Microsoft Office
- Microsoft Word
- Teamwork
- Analysis
- Public Speaking
- Customer Service
- Matlab
- Zephyr Style Advisor
- Morningstar
- Training
- Research
- Analytical Skills
- Bloomberg
- Microsoft Powerpoint
- Bloomberg Terminal
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