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Portfolio Strategy & ETF Research Manager
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2026-07-16
Listing for:
Benefit Plans Administrative Services, Inc.
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Analyst, Portfolio & Asset Management
Job Description & How to Apply Below
Community Financial System, Inc. (CFSI) seeks an Investment Analyst to support the Investment Policy Committee in portfolio management and strategic direction.
You will perform fundamental research on macro trends and asset classes, conduct ETF due diligence with Bloomberg/Morningstar, and use Orion PMS for client reporting. The role requires a minimum of 3 years in securities analysis and portfolio management, a finance/economics/accounting background, and CFA pursuit.
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