Associate Portfolio Manager (various locations to be considered within footprint

About the Company

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. We offer competitive compensation, great benefits, and professional development and advancement opportunities to ensure our employees can enjoy long and successful careers.

Responsibilities

• Support the firm's Investment Policy Committee (IPC) by conducting research into mutual funds, exchange-traded funds, fixed-income securities, and individual stocks.
• Build and maintain financial models in Excel; track investment statistics; manage data; and perform portfolio analysis.
• Prepare RFPs and general presentations; handle ad hoc projects.
• Learn the trading systems and process at Nottingham; understand and support the firm's proprietary trading process.
• Perform ad hoc fundamental research to assist in the development of new portfolio themes and strategies, with a focus on macroeconomic trends and asset class valuation (equity, fixed income, alternatives).
• Conduct exchange-traded fund due diligence using research software including Bloomberg Professional and Morningstar Direct, as well as direct interaction with ETF providers.
• Utilize the firm's portfolio management system (PMS), Orion, to fulfill client reporting requirements.
• Create and update "deal books" on various investment strategies for use with client prospects.
• Support the production of the firm's regular (weekly, monthly, quarterly) research publications.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with, all laws and regulations applicable to this position, ensuring adherence to policies, procedures, and internal controls.
• Meet all job-specific training requirements in a timely fashion.
• Perform other related duties as assigned or directed to help the department and the Bank achieve their goals.

Requirements

• Bachelor's degree required (preferably in Finance, Economics, or Accounting) with a strong academic track record.
• Knowledge of the financial or brokerage industry is a plus.
• Minimum of 5 years in an administrative or accounting position.
• All applicants must be 18 years of age or older.

Skills

• Strong verbal and written communication skills.
• Excellent analytical and quantitative skills.
• Proficiency in spreadsheet modeling, graphing, and presentations.
• Familiarity with the Bloomberg Terminal.
• Ability to work independently under minimal supervision.
• Desire to pursue the CFA Charter.

Benefits

• 11 paid holidays.
• Paid vacation.
• Medical, Vision, and Dental insurance.
• 401K with generous match.
• Pension plan.
• Tuition reimbursement.
• Banking discounts.

Pay

USD $62,400.00 – $88,000.00 per year, commensurate with experience, plus potential for annual merit increase.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee may be required to stand, walk, or sit.
• Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear.
• Occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required include close vision and the ability to focus.