Portfolio Research Associate - ETFs, Fixed Income & Markets

Community Bank, N.A.; Springfield (MA); 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 match

Pension

Tuition reimbursement

Banking discounts

Job summary

Community Bank, N.A. is seeking a skilled finance professional to support its Investment Policy Committee and help manage client portfolios.

The role includes researching mutual funds, ETFs, fixed income, and equities; building financial models in Excel; and generating quarterly research publications. The position requires a Bachelor's degree in Finance, Economics or Accounting, at least 5 years in admin or accounting, and familiarity with Bloomberg and portfolio systems.

Qualifications

• 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.

Responsibilities

• Support the firm's Investment Policy Committee (IPC) throughout the portfolio management process.
• Conduct research into mutual funds, ETFs, fixed-income securities and stocks; build and maintain financial models in Excel.
• Track investment statistics and data; perform portfolio analysis and prepare RFPs and presentations.
• Create and update deal books for investment strategies used with client prospects.
• Support the production of regular research publications (weekly, monthly, quarterly).
• Maintain compliance with laws, regulations and internal policies; complete training in a timely manner.

Skills

Verbal communication

Written communication

Analytical skills

Spreadsheet modeling

Bloomberg Terminal

CFA pursuit

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

Orion PMS

Bloomberg Terminal

Excel

Job description

Community Bank, N.A. is seeking a skilled finance professional to support its Investment Policy Committee and help manage client portfolios.

The role includes researching mutual funds, ETFs, fixed income, and equities; building financial models in Excel; and generating quarterly research publications. The position requires a Bachelor's degree in Finance, Economics or Accounting, at least 5 years in admin or accounting, and familiarity with Bloomberg and portfolio systems.