Company: Citizens & Northern Bank
Posted on: January 25, 2023
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 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. 2. Reviews existing
portfolios and assembles new investment portfolios. 3. May
supervise, lead & coach Wealth Management 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. PM23QualificationsEducation:
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. Skills:
Strong Research SkillsAnalytical Writing SkillsDetail OrientedSolid
understanding of markets and investments PI202037122
Keywords: Citizens & Northern Bank, Scranton , Investment Officer, Other , Wellsboro, Pennsylvania
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