Senior Portfolio Manager

4 days ago


Clearwater FL, United States Bank OZK Full time

Job Summary

As a Senior Portfolio Manager at Bank OZK, you will be responsible for managing client portfolios, including asset management, research, and analysis for various investment products. This role requires a deep understanding of investment strategies and the ability to effectively communicate with clients and internal partners.

Key Responsibilities

  • Manage client portfolios, including asset allocation, research, and analysis
  • Communicate with clients and internal partners regarding investment strategies and policies
  • Analyze portfolios to identify areas for improvement and optimize performance
  • Monitor accounts for compliance with client investment guidelines
  • Exercise discretion and judgment in the performance of essential job functions

Requirements

  • Bachelor's degree in business, accounting, finance, economics, or commensurate work experience
  • 7+ years of work experience in a trust/wealth management function or other job-related experience
  • Advanced skill in using computer and Microsoft Office products, including Word, PowerPoint, and Excel

Bank OZK is an equal opportunity employer



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