Associate Portfolio Manager (various locations to be considered within footprint

Community Financial System, Inc.; Buffalo (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Community Financial System, Inc. (CFSI) seeks an experienced investment professional to support the Investment Policy Committee.

The role involves researching mutual funds, ETFs, fixed income, and stocks; building financial models in Excel; and supporting portfolio analysis and client reporting. Candidates should have a Bachelor's degree in Finance, Economics, or Accounting, 5+ years in the field, strong communication, and familiarity with Bloomberg; CFA Charter desired.

Qualifications

• Bachelor's degree in Finance, Economics or Accounting with strong academic record.
• 5+ years in investment research or portfolio management.
• Strong verbal and written communication skills; excellent analytical and quantitative skills.
• Proficiency in spreadsheet modeling, graphing, and presentations; Bloomberg Terminal familiarity.
• Desire to pursue the CFA Charter.

Responsibilities

• Conduct research into mutual funds, ETFs, fixed-income securities and stocks.
• Build and maintain financial models in Excel; track investment statistics and data.
• Provide portfolio analysis, RFP support and presentation materials.
• Produce regular research publications and client-facing deal books.
• Assist with adherence to laws, regulations and internal controls.

Skills

Verbal & written communication

Analytical skills

Quantitative skills

Spreadsheet modeling

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

Bloomberg Terminal

Job description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

This position will support the firm's Investment Policy Committee (IPC), the group responsible for the firm's investment decision-making. The role is designed to provide meaningful contributions throughout the entire portfolio management process. Responsibilities include conducting research into mutual funds, exchange-traded funds, fixed-income securities and individual stocks; building and maintaining financial models in Excel; tracking investment statistics; managing data; portfolio analysis; RFP and general presentation preparation; ad hoc projects.

• Learn the trading systems and process at Nottingham; understand and support the firm's proprietary trading process
• Perform ad hoc fundamental research to assist in the development of new portfolio themes and strategies, with a particular focus on macroeconomic trends and asset class valuation (equity, fixed income, alternatives)
• Conduct exchange-traded fund due diligence through the use of research software including Bloomberg Professional and Morningstar Direct, as well as direct interaction with ETF providers
• Effectively utilize the firm's portfolio management system (PMS), Orion, to fulfill client reporting requirements
• Create and update "deal books" on various investment strategies for use with client prospects
• Support the production of the firm's regular (weekly, monthly, quarterly) research publications
• Perform other related duties as required
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion
• Perform other related duties as assigned or directed
• As an integral member of the Nottingham Advisors team, this position is responsible to provide assistance wherever necessary to help the department and the Bank in achieving their goals.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Qualifications

Education/Training:

• Bachelor's degree required (preferably in Finance, Economics or Accounting) with strong academic track record.
• Knowledge of the financial or brokerage industry a plus.
• All applicants must be 18 years of age or older.
• Strong verbal and written communication skills; excellent analytical and quantitative skills; proficiency in spreadsheet modeling, graphing, and presentations; Familiarity with the Bloomberg Terminal; must be able to work independently under minimal supervision.
• Should have the desire to pursue the CFA Charter.
• Experience:
• Minimum of 5 years in an a