Associate Portfolio Manager (various locations to be considered within footprint)

Community Bank, N.A.; Taft Corners (VT); On-site; USD 62,400 - 88,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical insurance

Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Job summary

Community Financial System, Inc. (CFSI) via Community Bank, N.A. is seeking an analyst to support the Investment Policy Committee and contribute across the full portfolio management process.

You will research mutual funds, ETFs, fixed income and stocks, build financial models, and help prepare client-focused materials. The role emphasizes data management, publications, and adherence to applicable laws and internal controls, with opportunities for professional development and advancement within

Qualifications

• Bachelor's degree required, preferably in Finance, Economics or Accounting.
• Knowledge of the financial or brokerage industry is a plus.
• Must be 18 years of age or older.

Responsibilities

• Support Investment Policy Committee in research across mutual funds, ETFs, fixed income and stocks.
• Build and maintain financial models in Excel; track investment statistics and data.
• Prepare ad hoc reports, deal books and client-facing materials.
• Utilize PMS (Orion) for client reporting and portfolio analysis.
• Assist in weekly, monthly, and quarterly research publications.
• Ensure compliance with laws, policies and internal controls.

Skills

Verbal and written communication

Analytical skills

Quantitative skills

Spreadsheet modeling

Presentations

CFA pursuit

Education

Bachelor's degree in Finance, Economics or 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.

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
• 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.

Skills

• 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 administrative or accounting position.

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an affirmative action, equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $62,400.00/Yr.

Maximum

USD $88,000.00/Yr.