Investment Officer

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.

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.

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.

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

– 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

– The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve…