UNKNOWN

FEED

YEAR

Located in Horseheads, NY, a charming town known for its rich history and close-knit community, this role offers the opportunity to work in a supportive environment while contributing to our investment strategies. To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/ and https://peaktechnical.com/ca-residents-privacy-rights/.

<h3>#Tech-Pro-Admin-01 
Job Summary</h3>Join our dynamic team as part of a balanced investment management firm with over $1 billion in assets under management. Located in Horseheads, NY, a charming town known for its rich history and close-knit community, this role offers the opportunity to work in a supportive environment while contributing to our investment strategies.<h3>Responsibilities</h3><ul><li>Develop expertise in sectors such as healthcare, technology, utilities, infrastructure, foreign, and value stocks.</li><li>Research and present new equity ideas that align with the firm's investment philosophy.</li><li>Participate in buy, sell, and hold discussions, including price points and recommendations.</li><li>Conduct relative and intrinsic (DCF) analysis using Bloomberg.</li><li>Engage with company representatives and industry experts.</li><li>Provide insights on macroeconomic effects and sector trends impacting various financial instruments.</li><li>Create content for blogs, quarterly newsletters, and other client communications.</li><li>Participate in asset allocation decisions and assist with bond research, particularly in the U.S. municipal market.</li><li>Support the portfolio management process tailored to each client.</li><li>Maintain relationships with client relationship managers and client services.</li></ul><h3>Required Qualifications</h3><ul><li>Bachelor's Degree with a concentration in Finance or Investment.</li><li>2-5 years of equity research experience.</li><li>Experience in personal security trading, equity, and/or bond analysis.</li><li>Ability to analyze business strategy, valuation, and financial statements.</li><li>Experience interacting with investor relations for financial securities.</li><li>Attention to detail, follow-up, and a sense of urgency.</li><li>Professionalism and a commitment to high ethical standards.</li><li>Proficiency with industry-focused information systems and applications.</li><li>Strong interpersonal and communication skills.</li><li>Ability to collaborate with team members and other departments.</li></ul><h3>Preferred Qualifications</h3><ul><li>CFA® Charter Member strongly preferred.</li><li>MBA from a top business school and a path towards a professional designation (CFA®, CFP®) preferred.</li><li>Experience with Bloomberg and other research systems is strongly preferred.</li></ul><h3>Compensation</h3>Annualized Salary: $80,000 - $137,917 plus performance-based incentives. <hr/>Benefits 
PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan. PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future. Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws.  <hr/>Equal Opportunity Employer (EEO)  
PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply. <hr/>Americans Disabilities Act (ADA)  The physical and mental requirements described in this job description are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Must be able to perform the essential physical functions of the position, including sitting, standing, walking, stooping, kneeling, and lifting up to 25 pounds, with or without reasonable accommodation. <hr/>Candidate Privacy 
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to <a href="https://peaktechnical.com/privacy-policy/" rel="noreferrer noopener nofollow" target="_blank">https://peaktechnical.com/privacy-policy/</a> and <a href="https://peaktechnical.com/ca-residents-privacy-rights/" rel="noreferrer noopener nofollow" target="_blank">https://peaktechnical.com/ca-residents-privacy-rights/</a>  <hr/>AI Recruiting Disclosure  
We use AI-assisted tools to help review applications and compare your experience to job requirements, but all hiring decisions are made by human recruiters. You may request a human-only process or opt out of automated communication at any time. Required notices and our latest bias audit are available on our website: <a href="https://www.peaktechnical.com/ai-disclosure" rel="noreferrer noopener nofollow" target="_blank">www.peaktechnical.com/ai-disclosure</a>.

PEAK Technical Services Inc.

Equity Research Analyst

Analysis Skills

Artificial Intelligence (AI)

Asset Management

Blog

Business Analysis

Business Skills

Business Strategy

Chartered Financial Analyst (CFA)

Communication Skills

Content Development

Customer Relations

Customer Relationship Management (CRM)

Customer Support/Service

Detail Oriented

Equity Securities

Finance

Financial Analysis

Financial Statements

Flexible Spending Accounts

Healthcare

Industry/Trade Analysis

Interpersonal Skills

Investment Management

Investment Strategy

Investor Relations

Lift/Move 25 Pounds

Newsletter

Philosophy

Sales

Securities

Strategic Analysis

Team Player

Technical Recruiting

Trading/Stockbroking

jobdiva

ADAPTED_NOW

Located in Horseheads, NY, a charming town known for its rich history and close-knit community, this role offers the opportunity to work in a supportive environment while contributing to our investment strategies. Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/

<h3>#Tech-Pro-Admin-01 Job Summary</h3>Join our dynamic team as part of a balanced investment management firm with over $1 billion in assets under management. Located in Horseheads, NY, a charming town known for its rich history and close-knit community, this role offers the opportunity to work in a supportive environment while contributing to our investment strategies.<h3>Responsibilities</h3><ul><li>Develop expertise in sectors such as healthcare, technology, utilities, infrastructure, foreign, and value stocks.</li><li>Research and present new equity ideas that align with the firm's investment philosophy.</li><li>Participate in buy, sell, and hold discussions, including price points and recommendations.</li><li>Conduct relative and intrinsic (DCF) analysis using Bloomberg.</li><li>Engage with company representatives and industry experts.</li><li>Provide insights on macroeconomic effects and sector trends impacting various financial instruments.</li><li>Create content for blogs, quarterly newsletters, and other client communications.</li><li>Participate in asset allocation decisions and assist with bond research, particularly in the U.S. municipal market.</li><li>Support the portfolio management process tailored to each client.</li><li>Maintain relationships with client relationship managers and client services.</li></ul><h3>Required Qualifications</h3><ul><li>Bachelor's Degree with a concentration in Finance or Investment.</li><li>2-5 years of equity research experience.</li><li>Experience in personal security trading, equity, and/or bond analysis.</li><li>Ability to analyze business strategy, valuation, and financial statements.</li><li>Experience interacting with investor relations for financial securities.</li><li>Attention to detail, follow-up, and a sense of urgency.</li><li>Professionalism and a commitment to high ethical standards.</li><li>Proficiency with industry-focused information systems and applications.</li><li>Strong interpersonal and communication skills.</li><li>Ability to collaborate with team members and other departments.</li></ul><h3>Preferred Qualifications</h3><ul><li>CFA® Charter Member strongly preferred.</li><li>MBA from a top business school and a path towards a professional designation (CFA®, CFP®) preferred.</li><li>Experience with Bloomberg and other research systems is strongly preferred.</li></ul><h3>Compensation</h3>Annualized Salary: $80,000 - $137,917 plus performance-based incentives. Benefits PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan.PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future. Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws. Equal Opportunity Employer (EEO) PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply. Americans Disabilities Act (ADA) The physical and mental requirements described in this job description are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.Must be able to perform the essential physical functions of the position, including sitting, standing, walking, stooping, kneeling, andlifting upto 25 pounds, with or without reasonable accommodation. Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/ AI Recruiting Disclosure We use AI-assisted tools to help review applications and compare your experience to job requirements, but all hiring decisions are made by human recruiters. You may request a human-only process or opt out of automated communication at any time. Required notices and our latest bias audit are available on our website: www.peaktechnical.com/ai-disclosure.

For over 50 years, PEAK has excelled in providing comprehensive staffing and workforce solutions. We go beyond traditional staffing to offer a holistic, on-demand workforce model, addressing every facet of your workforce needs.

PEAK Technical Staffing

Americans with Disabilities Act (ADA)

OTHER

Responsibilities: We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.

Overview:
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities:
We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance. Key Responsibilities:<ul><li>Consult with clients to assess their financial situations and develop customized financial plans</li><li>Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance</li><li>Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes</li><li>Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice</li><li>Cultivate long-term client relationships based on trust, transparency, and results</li><li>Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance</li><li>Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards</li><li>Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets</li><li>Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.</li></ul> 

Qualifications:
Education, Training and Requirements:<ul><li>Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus)</li><li>Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance</li><li>Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products</li><li>Exceptional communication and interpersonal skills</li><li>Proven track record of building and managing client relationships </li><li>Team player with the ability to collaborate with others</li><li>Proficient in financial planning software and CRM systems</li><li>All applicants must be 18 years of age or older</li></ul>Preferred Skills:<ul><li>Experience with mass affluent, high-net-worth and commercial clients</li><li>Strong analytical thinking and decision-making skills</li><li>Bilingual or multilingual proficiency is a plus</li><li>Familiarity with digital advisory platforms and financial technology tools</li><li>High level of emotional intelligence, empathy, and professionalism</li><li>Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications</li><li>Comfortable working in a fast-paced, technology-driven environment</li><li>Detail oriented with superior organizational skills and ability to prioritize</li></ul>Experience: <ul><li>2–5 years of experience in financial advising, wealth management, or investment consulting</li></ul> 

Min:
USD $66,000.00/Yr.

Max:
USD $108,804.00/Yr.

Other Job Information:
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

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Equity Research Analyst PEAK Technical Services Inc.

Equity Research Analyst PEAK Technical Staffing

Financial Consultant Community Financial System, Inc.

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