Investment Analyst

Community Financial System, Inc.•Utica, NY

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, Investment Analyst, who will primarily support the firm’s trust solutions functions. This role focuses on monitoring the firm’s investment research and manager oversight efforts by monitoring global markets and risks, evaluating and tracking external investment managers, conducting multi-asset analysis, maintaining robust internal documentation and databases, and producing high-quality research tools, reports, and presentations. The Investment Analyst works closely with the CIO, Director of Research, and senior management to ensure alignment with the firm’s fiduciary responsibilities and oversight role as trustee. This position demands an understanding of global capital markets, manager research processes, and multi-asset, multi-manager portfolio construction.

Requirements

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.

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.