You will be responsible for:

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

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. Required Certifications
Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) within 3 years of employment. Skills
You should possess well-developed abilities and a proven track record in the following areas: 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
The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:

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. Comprehensive Benefits for

Your Success:

At C&N, we offer more than just a competitive salary

our robust benefits package is designed to support your well-being, career growth, and work-life balance.

Highlights include:

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. 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