Talent.com
Benefit Plans Administrative Services, Inc.
Portfolio Strategy Associate - Research & InvestmentsBenefit Plans Administrative Services, Inc. • Albany, NY, United States
Portfolio Strategy Associate - Research & Investments

Portfolio Strategy Associate - Research & Investments

Benefit Plans Administrative Services, Inc. • Albany, NY, United States
10 days ago
Job type
  • Full-time
Job description

Community Financial System, Inc. (CFSI) seeks an experienced analyst to support its Investment Policy Committee and portfolio management process. You will conduct research on mutual funds, ETFs, fixed income, and equities, and build models in Excel for portfolio analysis and reporting. You will prepare materials for client prospects and assist with weekly, monthly and quarterly research publications, while ensuring compliance with applicable laws and internal controls. #J-18808-Ljbffr

Create a job alert for this search

Portfolio Strategy Associate - Research & Investments • Albany, NY, United States

Similar jobs

Director - Investment Strategy

redShiftEast Greenbush, NY, United States
Full-time

Director - Investment Strategy.Location: Near East Greenbush, NY (Hybrid/Remote within New York State considered) Salary Range: $120,000 - $127,000 annually.Our highly respected client is seeking a... Show more

 • Promoted

PMTS Portfolio & Technology Roadmap Management - GF Labs

GlobalFoundriesRound Lake, NY, United States
Full-time

Innovation Portfolio Management Lead.Leads the governance, administration, and strategic execution of the GF Labs innovation portfolio, including Technology Pipeline Projects (TPPs), technology roa... Show more

 • Promoted

Senior Associate Director of Advancement Services

Emma Willard SchoolTroy, NY, United States
Full-time

Senior Associate Director of Advancement Services.The Senior Associate Director of Advancement Services manages the school's fundraising database and the full lifecycle of gift processing, from ent... Show more

 • Promoted

Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs

Goldman Sachs, Inc.Albany, NY, United States
Full-time +1

The Goldman Sachs Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals an... Show more

 • Promoted

Client Associate

Rockefeller FinancialSaratoga Springs, NY, United States
Full-time

Rockefeller Capital ManagementRockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Joh... Show more

 • Promoted

Market Research Associate - No Experience

Clubshop | USSchodack, New York
Full-time

Discover The System Surveoo That’s Helping Newbies Earn Daily.Turn your free time into daily earnings by answering simple surveys.No product or tech skills needed.Join For Free And Start Earn... Show more

Employee Program Associate (Research)

New York State Civil ServiceAlbany, NY, United States
Full-time

NY HELP NoAgency Employee Relations, Office ofTitle Employee Program Associate (Research)Occupational Category No PreferenceSalary Grade NSBargaining Unit M/C - Managerial/Confidential (Unrepresent... Show more

 • Promoted

Assistant/Associate Director, Skidmore Fund

Skidmore CollegeSaratoga Springs, NY, United States
Full-time

SummaryThe Assistant/Associate Director, Skidmore Fund will be responsible for dollar growth, setting strategy and facilitating team efforts to secure leadership-level gifts and build a pipeline fo... Show more

 • Promoted

Intern - Policy, Analysis, and Research

New York State Energy ResearchAlbany, NY, United States
Full-time

As a leader in advancing New York's energy transition, the New York State Energy Research and Development Authority (NYSERDA) has remained a credible, objective and trusted partner in our state's e... Show more

 • Promoted

Associate, Digital Marketing & Fundraising

WNETWatervliet, NY, United States
Full-time

Associate, Digital Marketing & Fundraising.Reporting to the Senior Director, Digital Marketing & Fundraising, the Associate, Digital Marketing & Fundraising contributes to the strategic direction o... Show more

 • Promoted

Investor Services Associate

GP Fund Solutions, LLCLatham, NY, United States
Full-time

Investor Services Associate“ GP Fund SolutionsAs an Investor Services Associate GPFS, you'll play a key role in delivering exceptional services and building lasting investo... Show more

 • Promoted

Selective Surrogacy Opportunity — Premium Support & Compensation

Roots SurrogacyLorenz Park, NY, US
Full-time

Roots Surrogacy is seeking exceptional women for a highly supported, premium surrogacy experience.We work with intended parents who are deeply invested in creating a respectful, connected, and well... Show more

 • Promoted

Associate Actuary Life, SG-24

StateJobsNYAlbany, NY, United States
Permanent

The New York Department of Financial Services seeks to build an equitable, more transparent and resilient financial system that benefits New Yorkers and supports business.Through engagement, data-d... Show more

 • Promoted

Associate Director Student Financial

Hudson Valley Community CollegeTroy, NY, United States
Full-time +1

Founded in 1953, Hudson Valley Community College (HVCC) located in scenic Upstate NY is a multi-campus College with locations in Troy and Malta New York.HVCC offers more than 80 degree and certific... Show more

 • Promoted

Senior Associate, Subcontracts

L3Harris TechnologiesAlbany, NY, United States
Full-time

Senior Associate, Subcontracts (Remote).Procurement Professional with strong knowledge of supply chain and procurement with proficient knowledge of project management.This role manages procurements... Show more

 • Promoted

Sr. Director, NY Ventures, Fund Partner Progr

Empire StateAlbany, NY, United States
Full-time

Senior Director of Venture Capital Programs.Applicants MUST submit a cover letter with resume to be considered.This position will require in-office presence.Hybrid work schedules may be possible ba... Show more

 • Promoted

Associate Director, Partner Care

KPMGAlbany, NY, United States
Full-time

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries.Our growth is driven by delivering re... Show more

 • Promoted

Information Technology Professional

US NavyHudson, NY, US
Full-time

Information Technology Professional (IT/CTN/IS).Information Systems Technicians, Cryptologic Technician Networks, and Intelligence Specialists keep the Fleet connected, informed, and secure by oper... Show more

 • Promoted

Pet Groomer

PetSmartHudson, New York, United States
Full-time

PetSmart does Anything for Pets – JOIN OUR TEAM!.Our associates are the heart of Team PetSmart.Together, we're building the best team in retail through our values-based culture, connection, and tea... Show more

 • Promoted

Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs

The Goldman Sachs Group, Inc.Albany, NY, United States
Full-time +1

The Goldman Sachs Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals an... Show more