Portfolio Analyst
Role Overview
Portfolio Analyst with visibility through regular interaction with senior firm members and investment managers.
Supports 10–15 clients under the guidance of a team consultant.
Concord is an investment consulting firm providing investment policy, asset allocation, manager search, due diligence, and cost-analysis services.
Key Skills for This Role
Full Job Posting
Role
Portfolio Analyst with visibility through regular interaction with senior firm members and investment managers.
Supports 10–15 clients under the guidance of a team consultant.
Concord is an investment consulting firm providing investment policy, asset allocation, manager search, due diligence, and cost-analysis services.
Education and experience
- Bachelor’s degree with a concentration in business administration, finance, accounting, economics, or another applied science is required.
- Investment industry experience is preferred.
- General knowledge of financial statements and investment strategies is required.
Required attributes and ideal candidate profile
- Strong attention to detail and time management for meeting deadlines.
- Professional verbal and written communication skills; ability to work independently and collaboratively.
- Advanced Excel skills, including pivot tables, VLOOKUP functions, and macros.
- Experience analyzing reports and reviewing content for quality control is part of the ideal profile.
- Ability to quickly learn industry-specific databases and Concord’s proprietary reporting system is required.
- Knowledge of capital markets and the investment management industry is part of the ideal profile.
Sample duties
- Complete reports and service tasks for 10–15 clients under a team consultant’s guidance.
- Coordinate manager transitions and new-client onboarding with client service and research teams.
- Monitor portfolio assets and review adherence to client investment policy statements.
- Support portfolio rebalancing by preparing spreadsheets, correspondence, and trade forms.
- Collect and analyze performance, asset allocation, and cost data.
- Create and distribute quarterly and monthly performance reports.
- Track investment fund and manager developments in client portfolios and communicate news to the firm.
- Communicate with investment managers and custodians about client-related activity.
Pay and benefits
- Pay is $55,000–$75,000 per year.
- Benefits include 401(k), dental, health and vision insurance, paid time off, and professional development assistance.
Work arrangement
- Work location is in person.
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