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Investment Portfolio Analyst
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-18
Listing for:
Community Financial System, Inc.
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Analyst, Portfolio & Asset Management
Job Description & How to Apply Below
Community Financial System, Inc. (CFSI) seeks a candidate to support the Investment Policy Committee with portfolio research and financial modeling. The role involves evaluating funds, ETFs, and fixed income while preparing reports and presenting insights to internal teams.
Responsibilities include using Bloomberg and Morningstar Direct, building models, and creating deal books for prospects. A strong background in finance and 5+ years in related roles is preferred.
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