Investment Officer

About the Role

C&N is 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.

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.

Requirements

• Education & Experience: 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
• Portfolio Management
• Portfolio Construction
• Asset Allocation
• Trading & Trade Execution
• Market Research & Analysis
• Client Relationship Management
• Strong Communication
• Critical Thinking
• Analytical Skills
• Attention to Detail
• Financial & Investment Technology

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 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.

Benefits

• 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 & Wellness: 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.