Portfolio Research Associate: Investments & Analysis
Job in
Manchester, Bennington County, Vermont, 05254, USA
Listed on 2026-07-27
Listing for:
Community Bank, N.A.
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Analyst, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Community Financial System, Inc. (CFSI) is seeking an investment research professional to support the Investment Policy Committee.
You will analyze mutual funds, ETFs, fixed-income securities and equities, build financial models in Excel, and prepare client-ready reports and deal books. The role requires strong quantitative skills, familiarity with Bloomberg Professional and Morningstar Direct, and experience with portfolio management systems such as Orion.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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