Investment Officer

C&N • Charleston Township, PA

5d

About The Position

C&N is seeking an Investment Officer to manage investment portfolios and provide thoughtful investment guidance within their Wealth Management team. In this role, you will conduct investment research, make portfolio recommendations, execute trades, monitor performance and risk, and communicate investment strategies to clients and internal partners. This is an opportunity to combine analytical thinking with portfolio management and client relationships, putting your investment expertise to work while continuing to grow your career.

Requirements

• 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.
• 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
• 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.

Responsibilities

• Manage assigned client portfolios and investment strategies, including portfolio construction, asset allocation, monitoring, rebalancing, and risk management.
• Research securities, investment managers, sectors, industries, and market conditions to identify opportunities and support informed investment decisions.
• Execute security trades, coordinate investment transactions, monitor portfolio activity, and support the development and maintenance of investment models.
• 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.
• Support investment policies, Investment Review Committee activities, reporting, and initiatives that strengthen portfolio management and investment processes.

Benefits

• Generous vacation, personal, sick, family sick, and community service leave.
• 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.
• Access to education and development programs and ongoing support for personal and professional growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level