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Portfolio Analyst

The Concord Advisory Group, Ltd. • Princeton, NJ, US • published 2026-10-14 20:18:37.705427

Description

**Education \& Experience**: A baccalaureate degree with a concentration in business administration, finance, accounting, economics or other applied sciences. Investment industry experience is preferred. **Firm:** The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $46 billion in assets under advisory. Established in 1988 Concord provides objective investment consulting services including; investment policy development, asset allocation studies, investment manager searches, on\-going manager due diligence, and cost analysis. Concords clients include corporations, foundations, endowments, healthcare, and religious organizations. Headquartered in Princeton, NJ Concord currently employs 32 associates consisting of investment consultants, analysts, research associates and administrative personnel. **Role:** The Analyst 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. The analyst role has a material impact on the success of the firm and our clients. Professionalism, organizational skills, verbal and written commun...

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