Investment Officer

C&N Job Board; Wellsboro (Tioga County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Paid Time Off

Retirement Savings 401(k)

Health, Dental, Vision

HSA/FSAs

Life & Disability Insurance

Career Development

Job summary

C&N Wealth Management seeks an Investment Officer to manage client portfolios and provide informed investment guidance. You will conduct research, construct allocations, monitor performance, and discuss strategies with clients and internal partners.

Responsibilities include trading, risk management, reporting, and supporting governance efforts. A Master’s degree and CFA or CIMA within 3 years are required to advance in this role.

Qualifications

• Master’s degree in business, finance, economics, applied mathematics, or related field with 4–6 years of investment experience.
• CFA or CIMA certification required within 3 years of employment.

Responsibilities

• Portfolio management: handle client portfolios, construct allocations, rebalance, and monitor risk.
• Investment research & analysis: evaluate securities, managers, sectors, and market conditions.
• Trading & execution: place trades and coordinate investment transactions.
• Client relationships & reporting: meet clients, share strategies, and prepare performance reviews.
• Governance & improvement: support policies, committees, and ongoing investment process improvements.

Skills

Investment Analysis & Research

Asset Allocation

Trading & Execution

Market Research

Client Relationship Management

Communication

Critical Thinking

Analytical Skills

Attention to Detail

Education

Master’s Degree in Business, Finance, Economics, Applied Mathematics, or related field

CFA or CIMA certification within 3 years of employment

Job description

Who are you?

For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily.

From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including “Giving Back, Giving Together,” to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

You’re an investment professional who enjoys analyzing markets, constructing portfolios, and helping clients achieve their long‑term financial goals. At C&N, we’re seeking an Investment Officer to manage investment portfolios and provide thoughtful investment guidance within our Wealth Management team.

In this role, you’ll conduct investment research, make portfolio recommendations, execute trades, monitor performance and risk, and communicate investment strategies to clients and internal partners. If you enjoy combining analytical thinking with portfolio management and client relationships, this is an opportunity to put your investment expertise to work while continuing to grow your career.

You will be responsible for:

Portfolio Management: Manage assigned client portfolios and investment strategies, including portfolio construction, asset allocation, monitoring, rebalancing, and risk management.

Investment Research & Analysis: Research securities, investment managers, sectors, industries, and market conditions to identify opportunities and support informed investment decisions.

Trading & Execution: Execute security trades, coordinate investment transactions, monitor portfolio activity, and support the development and maintenance of investment models.

Client Relationships & Reporting: Participate in client meetings, communicate investment strategy and market conditions, prepare portfolio reviews and performance reports, and provide investment guidance to clients and internal partners.

Investment Governance & Improvement: Support investment policies, Investment Review Committee activities, reporting, and initiatives that strengthen portfolio management and investment processes.

Requirements:

Education & Experience– You will need a combination of education and experience equivalent to a Master’s Degree in Business, Finance, Economics, Applied Mathematics, or a related field, along with 4–6 years of investment experience with progressive responsibility in portfolio management, investment analysis, trading, wealth management, or a related field.

Required Certifications – Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) within 3 years of employment.

Skills– You should possess well-developed abilities and a proven track record in the following areas:

• Investment Analysis & Research
• Asset Allocation
• Trading & Trade Execution
• Market Research & Analysis
• Client Relationship Management
• Strong Communication
• Critical Thinking
• Analytical Skills
• Attention to Detail

Key Competencies

– The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:

• Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
• Ensures Accountability: Takes ownership, follows through on commitments, and holds self and others responsible for results.
• Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
• Manages Complexity: Analyzes situations, gathers data, and evaluates options to solve complex problems effectively.
• Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
• Drives Vision & Purpose: Inspires optimism for the future, rallies support for organizational goals, and communicates a relatable and motivating vision.

Why C&N?

At C&N, we’re more than just a team – we’re a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.

• Achieve & Grow: Your success is our success. At C&N, you’ll grow alongside our customers as we work together to achieve meaningful goals.
• Learn & Develop: Collaboration is at the heart of what we do. You’ll learn from and with your teammates, fostering both personal and professional growth.
• Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
• Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.

We’re proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.

At C&N, we offer more than just a competitive salary – our robust benefits package is designed to support your well‑being, career growth, and work‑life balance. Highlights include:

• Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
• Retirement Savings: 401(k) with pre‑tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
• Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
• Employer-paid life and disability insurance.
• Additional voluntary coverages to meet your unique needs.
• Career Development: Access to education and development programs and ongoing support for personal and professional growth.

With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.