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Investment & Trading Specialist — Client-Focused Finance
Job in
Newport, Orleans County, Vermont, 05855, USA
Listed on 2026-08-01
Listing for:
Community Financial Services Group
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Financial Analyst, Wealth Management
Job Description & How to Apply Below
Community Financial Services Group in Newport, Vermont, is seeking an Investment and Trading Specialist to join our Investment Department. The role will execute equity, fixed income, and other investment transactions and assist in portfolio modeling and maintenance.
You will monitor trade activity and settlement processes, support portfolio management and investment committee activities, prepare investment performance and review spreadsheets, and collaborate with Wealth Advisors to provide
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