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Portfolio Strategy Analyst
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2026-08-20
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Community Financial System, Inc. (CFSI) in Upstate New York is seeking an Investment Analyst to support the Investment Policy Committee and contribute across the portfolio management process.
You will research mutual funds, ETFs, fixed income, and stocks, and build financial models in Excel to inform decisions. The role involves preparing client-ready materials, assisting with weekly to quarterly research publications, and maintaining compliance with applicable laws and internal controls.
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