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Investment Officer

Company: Citizens & Northern Bank
Location: Wellsboro
Posted on: November 25, 2022

Job Description:

Investment OfficerUS-PA-WellsboroJob ID: 2022-2020Type: Full-Time# of Openings: 1Category: TrustWellsboroOverviewAt C&N we have a mission to take care of our customers to be the only bank they need. The position is based in Wellsboro, PA. We also offer the flexibility to work in the Southern Tier of NY or in Northern PA. The qualified Investment Officer provides portfolio management and evaluation for designated asset management clients and/or accounts. The position provides investment support for advice, content, and market commentary for internal and external audiences. Portfolio construction, trading, analysis, investment operations, and performance reporting are major components to the position. Responsibilities1. Provides investment support for internal and external client meetings and manages designated clients and/or accounts within the Wealth Management Group. Understands and communicates the current positioning of all firm strategies, recent changes in key holdings or sectors, market commentary and investment results relative to benchmarks for internal and external audiences.Assists internal bank staff with sales efforts, investment advice, and content for client/prospect meetings and communications. Attends client meetings to present investment commentary and results as requested.Assists in monitoring of portfolios, investments, and models via research tools or fund manager calls. 2. Reviews existing portfolios and assembles new investment portfolios.Evaluates, monitors, and makes recommendations for asset allocation decisions. Participates in the Investment Review Committee. Analyzes and advises on opportunities for beneficial purchase and sale of securities to maintain and enhance holdings.Reviews existing portfolios for compliance with departmental investment policies.Performs trading activities, investment operations and performance reviews of portfolios. 3. May supervise, lead & coach Wealth Management employees. Develops quarterly quantitative goals and actions plans for each employee. Meets individually with each direct report to review goals and action items.Provides feedback to staff in a timely and consistent manner regarding performance. Offers challenging opportunities that enhance employee career growth.Conducts timely and constructive performance evaluations.Ensures training and guidance to employees on all policy/procedures.Manages staffing levels, including selection/hiring and training of new employees. 4. Training and Education - Completes all assigned training as established in a timely manner, including compliance, certification & licensure, and other developmental requirements. 5. Customer Service - Exemplifies C&N's Customer Service Standards. PM18QualificationsEducation: MBA or master's degree in related field. andExperience: 6-8 years of previous related experience and/or training OR: Equivalent combination of education and experience. Required Certifications: CFA (Chartered Financial Analyst), CFA candidate, CIMA (Certified Investment Management Analyst) or CIMA-- candidate preferred. Certifications required within 3 years of employment. PI197651355

Keywords: Citizens & Northern Bank, Scranton , Investment Officer, Other , Wellsboro, Pennsylvania

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