ESL Federal Credit Union

Portfolio Strategy Analyst

ESL Federal Credit Union
518 East Ridge Road, Rochester, NY 14621, USA
Full-TimeDepends on ExperienceEntry LevelBachelors
Job Description

The Analyst will work on the investment committee, having responsibility for the investment philosophy, strategy, and overall performance of ESL’s investment portfolio. Assist in the development of client presentations, institutional research on investments and investment strategies, focused white papers and timely market commentary for dissemination to clients. Analyze investment performance and recommend changes. Utilize investment analytic services and information sources in evaluating characteristics and performance of investment vehicles. Assist in implementing investment philosophy, strategies, policies and procedures.

Where is this job?
This job is located at 518 East Ridge Road, Rochester, NY 14621, USA
Job Qualifications

  • Minimum of 2 years of directly related experience

  • CFA Charter, or similar investment designation preferred

Required Skills

  • Analytical skills

  • Data Modeling

  • Data Manipulation

  • Data Visualization

  • Morningstar

  • Factset

Soft Skills

  • Communication

  • Multitasking

  • Prioritization

  • Organizational skills

  • Attention to detail

Compensation

According to JobzMall, the average salary range for a Portfolio Strategy Analyst in 518 East Ridge Road, Rochester, NY 14621, USA is $62,000 to $79,000 per year. The exact salary will depend on the individual's experience, qualifications, and employer.

Additional Information
ESL Federal Credit Union is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedNovember 30th, 2022
Apply BeforeJune 21st, 2025
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About ESL Federal Credit Union

ESL Federal Credit Union is a full-service financial institution with headquarters in Rochester, New York. The locally owned financial institution employs more than 800 people in Rochester, New York and, includes more than 330,000 members world-wide.

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