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VP, Senior Investment Officer, Warsaw, IN

4 months ago

Tulsa, United States Lake City Bank Full time

Lake City Bank

VP, Senior Investment Officer, Warsaw, IN

Indianapolis ,

Indiana

Apply Now

Are you experienced in investment portfolio management and interested in joining a company that cares about your future? Do you have excellent listening skills and an ability effectively present information and respond to questions? As a Vice President, Senior Investment Officer you will: Participate in the establishment and execution of investment policy forInvestment Management andTrust clients Serve as a member of the Trust Investment Committeeand Officers Trust Committee Adhere to the Bank's Equity and Fixed Income Management Philosophy Meet with clients, Wealth Advisors and Trust administrators Notice and understand client needs as they arise and connect all the capabilities of the bank to provide solutions Required Qualifications Include: Bachelor's Degree from a four-year college or university Chartered Financial Analyst Designation or MBA preferred 7 years of investment relationship development experience Ability to write reports, investment newsletters, business correspondence and procedure manuals Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a persons merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.

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