Portfolio Analyst

A baccalaureate degree with a concentration in business administration, finance, accounting, economics or other applied sciences. Industry or internship experience is preferred.

Concord is looking for an associate that desires to learn and grow professionally while making a material impact on the success of the firm and our clients. The portfolio analyst is responsible for completing the Client service tasks listed below for 10-15 clients under the guidance of a team consultant. The position offers a high degree of visibility both internally and externally, as there will be daily interaction with senior members of the firm and many leading investment managers.

• Work closely with senior members of the client service team and the research team to facilitate manager transitions and onboarding of new clients
• Monitor existing portfolio assets and review adherence to client’s investment policy statement
• Portfolio rebalancing activities (rebalancing spreadsheets, drafting correspondence and trade forms)
• Data collection and analysis of performance, asset allocation, and cost analysis
• Create and distribute quarterly and monthly performance reports
• Stay informed on investment fund and manager developments held in client portfolios and communicate news to firm.
• Communicate with investment managers and custodians on client-related activity

• Enjoys working with clients to provide solutions to their problems
• Interested in capital markets and the investment management industry
• Professional verbal and written communication skills for daily interaction with senior members of the firm and industry investment managers
• Ability to manage work independently and collaboratively with a team
• Attention to detail and time management skill for meeting deadlines
• Microsoft Excel skills (basic knowledge of pivot tables, v-lookup functions, macros)

Concord provides a superior benefits package. Concord pays 80% of insurance premiums for:
Health, Dental, Vision and Disability Insurance. The Concord Retirement Plan requires no employee deferral to receive a 3% employer contribution, along with a Profit-Sharing contribution.

Onboarding training program; investment manager strategy presentations;
Concord educational assistance program

The Concord Advisory Group, Ltd. was established in 1988 to provide independent investment advisory services to mid-sized institutions. Serving as a trusted advisor to the institutional community is our core business and allows for independence and objectivity in the decision-making process. With $46 billion in assets under advisement our client base is almost exclusively non-profit, with a significant focus on working with healthcare organizations, foundations and endowments, religious organizations, and insurance firms.

Concord has been recognized for its expertise in advising institutions in constructing successful investment programs. Investment consulting services include investment policy development, asset allocation studies, investment manager searches, ongoing manager due diligence and cost analysis. Independently owned and operated, the firm’s main office is in Princeton, NJ, with a satellite office in Orlando, FL. Concord currently employs 32 associates consisting of investment consultants, analysts and administrative personnel.