Associate Portfolio Manager

Community Financial System, Inc.

About The Position

NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE: CBU), NRS administers over $1.4 trillion (USD) in assets to over 500 clients. Founded in 2008, GTC is a Maine-based non-depository trust bank specializing in collective investment trusts (CITs), institutional trust services, and customized solutions for asset owners and managers. As a wholly owned subsidiary of Northeast Retirement Services LLC (NRS) and Community Financial System, Inc.(CFSI), GTC benefits from NRS’s expertise in trust product administration, transfer agency, and fund-of-funds solutions.GTC’s core focus is delivering ERISA and non-ERISA trust solutions exclusively for institutional clients, avoiding distractions like retail or private wealth management. Our expertise spans trustee services, asset management, transfer agency, and complex fund structures. GTC offers turnkey, client-branded products with advanced technology, customization, and strong distribution support. Our consultative approach, combined with deep operational expertise and flexibility, positions GTC as a trusted partner for sophisticated asset managers and asset owners globally across diverse asset classes. GTC is looking for a VP, Associate Portfolio Manager, who will primarily support and help lead the firm’s asset management functions. This role focuses on monitoring global markets and emerging risks, conducting and publishing multi-asset investment research, evaluating and managing external investment managers, and continuously enhancing proprietary research tools, data, and processes to support informed investment decisions. The Associate PM collaborates with the CIO and Director of Research, along with senior management, ensuring alignment with the firm's investment philosophy and process. This position demands deep expertise in asset allocation, manager research, macroeconomic analysis, and multi-asset, multi-manager portfolio construction, along with a strategic mindset to help guide investment decision-making.

Requirements

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.

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.