Careers
Concord is a stable and growing organization. We allow individuals to achieve their greatest potential within an employee friendly environment. Associates have access to the upper echelons of decision makers in the investment management field. Concord employees approach work with a “can do” attitude; welcome and drive change; take pride in their work; and do more than the minimum. All associates must adhere strictly to our Code of Ethics, Operating Principals and Office Polices. We accept resumes throughout the year for the following positions:
Part Time Data Entry: Associates support the portfolio analysts by entering
balances, transactions and holdings into
Client Associate: this position incorporates a multi-function training program for developing into an investment consultant. The associate will perform asset class and multiple manager research, and be actively engaged in industry networking. They will also assist our consultants with client servicing tasks.
Portfolio Analyst: Concord’s team of analysts collects client data and generates reports for an assigned number of client portfolios. This includes inputting portfolio balances, transactions, and holdings into Concord’s proprietary performance system on a monthly basis, as well as quarterly production of both electronic and printed reports. Ad hoc projects may also be required from time to time. The Analyst position requires interaction with investment managers, bank custodians, and senior members of the firm. To be successful, you will need to be organized, efficient, detail-oriented, and be able to meet tight deadlines.
Research Associates: Associates support Concord’s Director of Research in the evaluation of asset management firms and researching market related topics. Extensive knowledge of the investment markets and experience in financial services is required. Professionalism, market knowledge, and the ability to interact well with people will be the deciding criteria for the hiring decision.