Investment Officer

C&N; Wellsboro (Tioga County); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Paid Time Off

401(k) with pre-tax and Roth options +

Employee Stock Ownership Plan (ESOP)

Health, dental, and vision coverage

Health Savings Account (HSA)

Job summary

C&N is seeking an Investment Officer to join our Wealth Management team in the Wellsboro area. You will manage client portfolios, conduct research, and communicate investment strategies to clients and internal partners.

The ideal candidate will have a Master’s degree in a related field and 4–6 years of investment experience, plus CFA or CIMA certification within 3 years of employment. Strong analytical and client-relations skills are essential.

Qualifications

• Master’s Degree in Business, Finance, Economics, Applied Mathematics, or related field and 4–6 years investment experience with progressive responsibility in portfolio management, investment analysis, trading, wealth management, or related field.
• Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) within 3 years of employment.

Responsibilities

• 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.

Skills

Investment Analysis

Asset Allocation

Trading & Execution

Market Research

Client Relationships

Communication

Critical Thinking

Analytical Skills

Attention to Detail

Education

Master’s Degree in Business/Finance/Economics/Applied Math

Tools

Job description

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.

Who are you?

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

• 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

• 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 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.