- ABOUT US
Concord is a stable and growing organization that encourages individuals to achieve their greatest potential. In today's rapidly changing workplace, continuous personal growth and ongoing learning are crucial for professional success and career satisfaction. This growth is a two-way street, with Concord providing training and learning opportunities, and our associates providing the intellectual curiosity, thirst and drive for professional development. Employees have access to the upper echelons of decision makers in the investment management field and work together as one team to accomplish Concord’s mission.
Empower Institutional Investors with Objective Research and Strategic Advice to improve the results of their investment programs.
Concord operates based on the founding principle of “the agreement of interests” between Concord and our clients. The morals of fairness and openness are adhered to with all interested parties: clients, associates, vendors and shareholders. We face the challenges of our industry and business with the intellectual integrity to continually test the underlying assumptions upon which we operate.
Concord must provide solutions to complex investment challenges. The success of our advice and counsel to our clients rests on our ability to research, communicate and implement our recommendations.
Concord and all of our associates are deeply committed to our clients’ success in operating their investment management programs. Success will be achieved via a commitment to: 1) putting client interests’ first, 2) the ongoing professional development of our associates, 3) continually improving the efficiency of Concord operations.
We accept resumes throughout the year for the following positions:
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 is responsible for portfolio oversight for an assigned number of client portfolios. This includes collecting client data and inputting portfolio balances, transactions, and holdings into Concord’s proprietary performance system on a monthly basis. Analysts produce electronic and printed reports for client review. Manager due diligence and ad hoc projects are also required. 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.