PORTFOLIO ANALYST
Accepting Applicants

Potential candidates should have some experience working for a professional organization. As a Portfolio Analyst, you will support Concord’s team of analysts and consultants in the collection of client data and report generation 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 Portfolio 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. Concord’s “promote from within” philosophy offers you the opportunity to learn and grow professionally while making a material impact on the success of the firm each day.

SENIOR ANALYST
Accepting Applicants

As a Senior Analyst, you will be responsible for the data collection, verification, and analysis of an assigned number of client portfolios. This includes monitoring investment manager holdings, personnel, and strategy in order to interpret the performance and portfolio positioning of your assigned client base. You will be required to contact and participate in manager due diligence meetings on a regular basis while also independently staying current on events in the financial markets. As such, knowledge and a genuine interest in the financial markets, analytic aptitude, and a desire to learn are key components of success as a Senior Analyst. You will also need to be organized, detail-oriented, have excellent verbal and written communication skills, and be able to meet tight deadlines.

The Senior Analyst position offers a high degree of visibility both internally and externally as you will have daily interaction with clients, investment managers, bank custodians, and senior members of the firm. Concord’s “promote from within” philosophy offers you the opportunity to learn and grow professionally while making a material impact on the success of the firm each day.

CONSULTANT
Currently Not Accepting Applicants

Concord’s consulting ranks consist of both Consultants and Senior Consultants. Consultants allocate their time amongst oversight of the analysts, client service, and market research. Senior Consultants concentrate on client service, market research, and client development. 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.