Portfolio Research Associate

Community Financial System, Inc.; Wilkes-Barre (Luzerne County); On-site; USD 62,000 - 88,000; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

Medical, Vision & Dental insurance

401K with generous match

Pension

Job summary

Community Bank System, Inc. seeks an Investment Administrator to support the Investment Policy Committee across portfolio management processes.

You will research funds, ETFs and fixed income, build financial models in Excel, analyze data, and prepare client-facing publications and deal books. The role requires at least 5 years in an administrative or accounting position, strong communication, and familiarity with Bloomberg and market research tools.

Qualifications

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

Responsibilities

• Support Investment Policy Committee with research on mutual funds, ETFs, fixed income and stocks.
• Build financial models in Excel; track investment statistics and data.
• Prepare deal books and client presentations; support periodic research publications.
• Ensure compliance with laws, internal controls and training requirements.

Skills

Verbal & written communication

Analytical skills

Spreadsheet modeling

Bloomberg Terminal

Education

Finance/Economics/Accounting degree

Tools

Bloomberg Terminal

Morningstar Direct

Orion PMS

Job description

Community Bank System, Inc. seeks an Investment Administrator to support the Investment Policy Committee across portfolio management processes.

You will research funds, ETFs and fixed income, build financial models in Excel, analyze data, and prepare client-facing publications and deal books. The role requires at least 5 years in an administrative or accounting position, strong communication, and familiarity with Bloomberg and market research tools.