Investment Manager jobs in Buffalo, NY

Investment Manager manages the securities, assets, and investment portfolios of a bank. Establishes investment policies to ensure financial activities are compliant with regulatory standards and requirements. Being an Investment Manager monitors and tracks financial markets, investment trends, and regulatory developments to implement successful investment strategies and recommends changes to manage risk and increase returns. Oversees and routinely assesses portfolio allocation to evaluate performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Manager requires a bachelor's degree. Typically reports to a director. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1-3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Portfolio Manager and Investment Research Analyst
  • Sterling Investment Counsel, LLC
  • Buffalo, NY FULL_TIME
  • Position Title: Investment Research Analyst and Portfolio Manager Department: Research and Investments

    Reports To: Chief Operating Officer Status: Full-time/Salaried


    Position Summary

    The Investment Analyst is responsible for reviews on the accounts assigned and any research associated with those accounts. This position conducts research and analyzes trends and information to provide recommendations to the Investment Policy Committee (IPC).


    Duties and Responsibilities 

    • Gathers and analyzes company financial statements, industry, regulatory and economic information, and financial periodicals and newspapers.

    • Interprets data concerning price, yield, stability, and future trends of investments.

    • Draws charts and graphs to illustrate reports.

    • Communicates with brokers and purchase investments for company, according to company policy.

    • May specialize in specific investment area, such as bond, commodity, equity, currency, or portfolio management.

    • Completes trading on accounts assigned.

    • Conducts portfolio activities with client needs in mind.

    • Experienced in portfolio management and asset allocation.

    • Participates in client meetings when appropriate. 

    • Enhances existing processes to ensure efficiency is constantly improved.

    • Tracks and analyzes financial trends to inform decisions.

    • Validates the integrity of data.

    • Prepares weekly market summaries.

    • Supports other strategic initiatives and activities as warranted or assigned.

    • Uses market pricing and congestion expertise to support asset sales.

    • Leads multidisciplinary due diligence teams to assess, negotiate and recommend investment decisions to the IPC.

    • Contributes to the delivery of monthly, quarterly, annual stakeholder/donor reporting.

    • Builds and delivers a portfolio of advisory projects aligned with company strategy.

    • Promotes a consistent approach to messaging and branding across materials.

    • Evaluates opportunities with appropriate lens of risk, reward, and overall portfolio construction.

    • Strategically identifies and executes on key investor relations and client service initiatives.

    • Identifies new opportunities by staying abreast of market trends and development.

    • Implements policies and programs which promote the company's standing in the community.

    • Develops and maintains strong business relationships ensuring a successful corporate/community partnership.

    • Guides and promotes progress toward established goals for team.

    • Monitors and analyzes sell-side financial models and valuation frameworks including but not limited to stock research and large cap stock model (decision making).

    • Manages Model Maintenance and Security Set Maintenance on custom accounts assigned.

    • Fixed Income/Equity Core Funds (Wholesaler Meetings, Fund Monitoring)

    • Completes requested research from Advisors on assigned accounts including bond trading treasury and investment trades.

    • Acts as IPC Lead on Macro (Less is More), Large Cap Stock Decision Making, ETF Decision Making, and Fixed Income.

    • Other duties as assigned.

    Position Qualifications

    • Bachelor’s degree in Finance or Business Administration required.

    • Master's degree preferred.

    • 2 – 4 years of experience in finance or wealth management required.


    Knowledge, Skills, and Abilities

    • Proficiency in Microsoft Office, including Word and Excel.

    • Experience in researched based tools such as FactSet or Bloomberg

    • Experience with Client Relationship Management systems.

    • Knowledge of Portfolio Management and Trading Software such as Orion or Tamarac.

    • Excellent interpersonal, written and verbal communication skills.

    • Ability to be collaborative and part of a team.

    • Ability to maintain strong relationships.

    • Demonstrated time management skills.

    • Creative thinker with critical thinking and problem-solving skills.

    • Attention to detail.

  • 1 Month Ago

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Investment Advisor
  • Sandhill Investment Management
  • Buffalo, NY FULL_TIME
  • OverviewSandhill Investment Management is a well-established wealth management firm with approximately $2 Billion in AUM/AUA. We have been GIPS compliant since our inception of 2004 and are proud to h...
  • 23 Days Ago

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Investment Advisor
  • Talently Recruiting
  • Buffalo, NY FULL_TIME
  • About Company / Opportunity:For two decades, our success has been driven by the strength of our people. Creating an exceptional investment experience for our clients isn’t easy; that’s why we understa...
  • 9 Days Ago

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Client advisor
  • FL Putnam Investment Management
  • Buffalo, NY FULL_TIME
  • We are seeking a Client Advisor / CFP® to join our Upstate New York team based out of our Amherst, NY office. This addition to our team will be the financial planning lead on client teams for new and ...
  • 1 Day Ago

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Assistant Equity Analyst
  • Sandhill Investment Management
  • Buffalo, NY FULL_TIME
  • Company DescriptionEstablished in 2004 and headquartered in Buffalo, N.Y., Sandhill Investment Management is an investment firm with oversight of $2.3 billion in assets under management and advisement...
  • 27 Days Ago

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Investment Banking Analyst
  • Paramax Corporation
  • Buffalo, NY FULL_TIME
  • Paramax Corporation, [www.ParamaxCorp.com] a boutique M&A Investment Banking firm located in Williamsville, NY and serving clients nationally has an immediate opening for a career-oriented, experience...
  • 19 Days Ago

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0 Investment Manager jobs found in Buffalo, NY area

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Automotive Technician - Buffalo, NY
  • The Goodyear Tire & Rubber Company
  • Buffalo, NY
  • Automotive Technician - Buffalo, NY Date: Nov 24, 2024 Location: Buffalo, NY, US, 14209-1905 Company: Goodyear Job Req I...
  • 12/13/2024 12:00:00 AM

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Sr Project Executive
  • Gilbane Building Company
  • Buffalo, NY
  • Overview: Do you consider yourself to be a highly technical, strong communicator with the desire to work in a team envir...
  • 12/12/2024 12:00:00 AM

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Regional Property Manager
  • Related Companies
  • Buffalo, NY
  • Responsibilities Are you a seasoned property portfolio management professional with a passion for excellence and a knack...
  • 12/12/2024 12:00:00 AM

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Meteorologist - Spectrum News 1
  • Charter Spectrum
  • Buffalo, NY
  • Are you fascinated by the fast-paced world of weather news? Do you want to deliver forecasts that are vital to keeping y...
  • 12/11/2024 12:00:00 AM

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Private Client Banker - Northtown
  • KeyBank
  • East Amherst, NY
  • Location: 3171 Sheridan Drive - Amherst, New York 14226-1962 Job Summary Be a problem solver, trusted advisor, and partn...
  • 12/10/2024 12:00:00 AM

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Mortgage Officer
  • Community Preservation Corporation
  • Buffalo, NY
  • Job Description Job Description About Us: The Community Preservation Corporation (CPC) believes stable and sustainable a...
  • 12/10/2024 12:00:00 AM

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Service Technician- Monarch 716 (Student Living)
  • Greystar Real Estate Partners
  • Buffalo, NY
  • ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate company offering expertise in property managem...
  • 12/9/2024 12:00:00 AM

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Service Technician- Monarch 716 (Student Living)
  • Education Realty Trust Inc.
  • Buffalo, NY
  • ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate company offering expertise in property managem...
  • 12/9/2024 12:00:00 AM

Buffalo is the second largest city in the U.S. state of New York and the largest city in Western New York. As of July 2016[update], the population was 256,902. The city is the county seat of Erie County and a major gateway for commerce and travel across the Canada–United States border, forming part of the bi-national Buffalo Niagara Region. The Buffalo area was inhabited before the 17th century by the Native American Iroquois tribe and later by French settlers. The city grew significantly in the 19th and 20th centuries as a result of immigration, the construction of the Erie Canal and rail tra...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$119,743 to $227,662
Buffalo, New York area prices
were up 1.5% from a year ago

Investment Manager in Casper, WY
For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
December 29, 2019
Investment Manager in Miami, FL
Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
December 09, 2019
Investment Manager in Colorado Springs, CO
Investment managers manage investment portfolios and operate under the government’s securities legislation.
October 08, 2019