Portfolio Strategy Associate

Community Bank, N.A.; North Bailey (NY); On-site; USD 62,400 - 88,000; Full time

Benefits offered by this job

Health, Vision & Dental insurance

401K with match

Paid holidays

Paid vacation

Tuition reimbursement

Banking discounts

Pension

Job summary

Community Bank, N.A. is seeking an experienced investment analyst to support the Investment Policy Committee in portfolio management.

You will conduct research on mutual funds, ETFs, fixed-income securities, and stocks, build financial models in Excel, and track investment statistics for client reporting. You will produce deal books, assist in preparing regular research publications, and ensure compliance with all applicable laws and internal controls.

Qualifications

• Bachelor's degree 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 (IPC) in portfolio management.
• Conduct research into mutual funds, ETFs, fixed-income securities and stocks.
• Build and maintain financial models in Excel; track investment statistics and data.
• Prepare RFPs and general client presentations; contribute to publications.
• Maintain proficiency with applicable laws, policies, and internal controls.

Skills

Communication skills

Analytical skills

Spreadsheet modeling

Bloomberg Terminal

CFA pursuit

Education

Bachelor's degree in Finance/Economics/Accounting

Job description

Community Bank, N.A. is seeking an experienced investment analyst to support the Investment Policy Committee in portfolio management.

You will conduct research on mutual funds, ETFs, fixed-income securities, and stocks, build financial models in Excel, and track investment statistics for client reporting. You will produce deal books, assist in preparing regular research publications, and ensure compliance with all applicable laws and internal controls.