Senior Portfolio Manager

2 weeks ago


Clearwater, United States Bank OZK Full time
Job Title: SVP Trust Investment Officer

Job Summary:

The Senior Vice President, Trust Investment Officer will be responsible for managing client portfolios, including asset management, research, and analysis for various investment products. This role requires a strong understanding of investment strategies, effective communication skills, and the ability to work with clients and internal partners to achieve business objectives.

Key Responsibilities:

  • Manage client portfolios, including asset allocation, research, and analysis
  • Communicate with clients and internal partners regarding investment policies, procedures, and compliance issues
  • Analyze portfolios to identify areas for improvement and optimize investment returns
  • Generate and review trades accurately and timely
  • Monitor accounts for any client account investment guidelines violations, updates, and changes
  • Conduct and facilitate client meetings or portfolio review calls
  • Prepare presentations, communication, and reporting for clients and prospects
  • Participate in perspective client meetings with Wealth Advisors
  • Build relationships with internal partners to raise internal awareness of department and generate referrals
  • Participate and initiate business development activities to expand client base

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
  • CFA designation or progress towards receiving a CFA Designation

Working Conditions:

The Senior Vice President, Trust Investment Officer will operate customary equipment and technology used in a business environment, with or without accommodation.

Equal Opportunity Employer:

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law.



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