Portfolio Strategy Associate

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

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