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Portfolio Management Associate: Research & Analysis

Job in City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listing for: Community Bank, N.A.
Full Time position
Listed on 2026-08-15
Job specializations:
  • Finance & Banking
    Financial Analyst, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 62400 - 88000 USD Yearly USD 62400.00 88000.00 YEAR
Job Description & How to Apply Below
Location: City of Rochester

Community Bank, N.A. seeks an Investment Analyst to support the Investment Policy Committee and the portfolio management process. You will conduct research on mutual funds, ETFs, fixed income and stocks, build financial models in Excel, and prepare client-friendly reports.

You'll use Bloomberg and Morningstar Direct for due diligence, manage data, and assist in producing regular research publications. Strong analytical skills and a finance degree are required, with at least five years in admin

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Position Requirements
10+ Years work experience
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