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Community Bank, N.A. · 9 hours ago

Associate Portfolio Manager

United States

Full-time

Onsite

Senior Level, Lead/Staff

$132K/yr - $246K/yr

8+ years exp

Community Bank, N.A. is a financial institution offering customized solutions to asset managers and asset owners. The Associate Portfolio Manager will support and lead asset management functions, focusing on market monitoring, investment research, and managing external investment managers to guide informed investment decisions.

BankingFinancial ServicesPersonal FinanceWealth Management

Responsibilities

Stay abreast of global market trends, regulatory developments, and emerging risks to adapt research priorities as needed

Identify, evaluate, select, and manage ongoing relationships with outside investment management firms

Maintain internal databases on outside investment management firms to facilitate the flow of information across the firm

Participate in the collection, analysis, and interpretation of complex data on a variety of investment classes, including equities, fixed income, alternatives, and real assets

Help drive the development of proprietary research tools, frameworks, and models for evaluating investments and asset allocations

Produce high-quality research notes, commentaries, and presentations with a focus on accuracy, clarity, and timeliness

Help evaluate and adopt new technologies, data sources, and methodologies to enhance research capabilities

Embrace a culture of continuous improvement and innovation within the research team

Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion

Qualification

CFAInvestment researchAsset allocation strategiesGlobal capital marketsQuantitative researchQualitative researchWritten communicationVerbal communicationTime managementOrganizational skillsInterpersonal skills

Required

Master's degree or higher in finance, economics, business, or related field; CFA or equivalent designation preferred

8+ years of experience in investment research

Deep understanding of global capital markets, investment vehicles, and asset allocation strategies

Strong analytical skills with expertise in quantitative and qualitative research methodologies

Excellent written and verbal communication skills, with the ability to convey complex concepts clearly to diverse audiences

Strong time management, organizational, and interpersonal skills, with the ability to work effectively both independently and as part of a team

All applicants must be 18 years of age or older

Preferred

CFA or equivalent designation preferred

Benefits

11 paid holidays

Paid vacation

Medical, Vision & Dental insurance

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Company

Community Bank, N.A.

Community Financial System Inc.

Founded in 1983

Naples, Florida, USA

1001-5000 employees

https://cbna.com/locations/naples

Funding

Current Stage

Late Stage

Leadership Team

Jeffrey Connolly

SVP, Head of Business Banking Credit & Operations

Melissa Bollman

Head of Retail Banking

Recent News

Business Wire

Community Financial System, Inc. Significantly Expands Its Wealth Management Services With Acquisition of ClearPoint Federal Bank & Trust

2026-01-16

Central New York Business Journal

Community Bank to acquire Indiana bank, boosting wealth-management offerings

2026-01-16

Central New York Business Journal

Community Bank appoints head of business banking credit and operations

2025-12-12

Company data provided by crunchbase