Intern Nottingham Financial Group

Community Financial System, Inc. • Plattsburgh, NY • 4d ago

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 Nottingham Financial Group (Nottingham Investment Services & Nottingham Advisors) is seeking a motivated and detail-oriented intern to our team. This internship is for up to 20 hours per week and offers hands-on experience supporting both Nottingham Investment Services and Nottingham, providing valuable exposure to financial planning, investment analysis, and performance reporting.This internship will provide opportunities for the following: Mentorship: Guidance from experienced professionals in both financial planning and investment management. Exposure: Opportunity to work across multiple areas of financial services. Impactful Projects: Involvement in meaningful assignments that contribute to real client outcomes. Team Culture: Collaborative environment with opportunities for learning and growth.Essential Duties: Nottingham Investment Services: Support Financial Planning Director: Assist with the creation, analysis, and updating of comprehensive financial plans for clients. Special Projects: Contribute to various projects as needed, working collaboratively with the team to deliver customized solutions. Research and Analysis: Help research financial products and strategies to support client recommendations.Nottingham Advisors: Security Analysis: Participate in projects focused on analyzing securities and reviewing investment portfolios. Performance Reporting: Assist with the collection, modeling, and presentation of investment performance data. Ad Hoc Assignments: Engage in assignments designed to deepen your understanding of investment management. Qualifications Education, Training, Experience, and Skill Requirements: Currently pursuing a degree in Finance, Economics, Business, Financial Planning or a related field. Analytical Skills: Strong attention to detail and analytical thinking Communication: Excellent written and verbal communication abilities. Technical Skills: Proficiency with Microsoft Office Suite (Excel, PowerPoint) preferred; familiarity with financial analysis tools is a plus. Interest: Genuine enthusiasm for financial planning and investment management. Currently pursuing a degree in Finance, Economics, Business, Financial Planning or a related field. Analytical Skills: Strong attention to detail and analytical thinking Communication: Excellent written and verbal communication abilities. Technical Skills: Proficiency with Microsoft Office Suite (Excel, PowerPoint) preferred; familiarity with financial analysis tools is a plus. Interest: Genuine enthusiasm for financial planning and investment management. Other Job Information 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.

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