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Community Bank, N.A. · 15 hours ago

Investment Analyst

United States

Full-time

Onsite

Mid Level

$92K/yr - $161K/yr

3+ years exp

Community Bank, N.A. is a financial institution offering a range of trust solutions for institutional clients. They are seeking a VP, Investment Analyst to support investment research and manager oversight, focusing on global market trends and multi-asset analysis to ensure fiduciary responsibilities are met.

BankingFinancial ServicesPersonal FinanceWealth Management

Responsibilities

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

Help evaluate and manage ongoing relationships with outside investment management firms

Conduct regular monitoring and reporting on approved/core investment managers

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

Ensure proper documentation on approved/core managers

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 research notes, commentaries, and presentations with a focus on accuracy, clarity, and timeliness

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

Investment researchGlobal capital marketsAnalytical skillsCFA designationQuantitative researchQualitative researchWritten communicationVerbal communicationTime managementOrganizational skillsInterpersonal skills

Required

Solid academic and working knowledge of the financial/investment industry; working toward CFA designation preferred

3+ years of experience in investment research

Understanding of global capital markets, investment vehicles, and manager research processes

Strong analytical skills with experience in quantitative and qualitative research methodologies

Solid written and verbal communication skills

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

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