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EVP, Trust Investment Officer

Company: Bank OZK
Location: Little Rock
Posted on: August 7, 2022

Job Description:

About Us:Built on a legacy of more than 100 years in banking, we pride ourselves on our commitment to excellence, exceptional customer service, and year-after-year recognition of our industry leading financial performance. Uniquely positioned with our own internal Fintech team, we create and offer innovative personal and business banking solutions.We are dedicated to building community and strive to help our customers succeed financially. By helping to facilitate financial stability for our customers, we positively impact their lives and support families and our communities. We are socially responsible. We also aspire to foster a productive and enriching work environment for our team members. When our customers and team members thrive, we achieve success for our bank. -About You:Being the best bank for our customers and team members begins with outstanding talent that displays the following attributes:

  • Possesses a solid understanding of standard investment management concepts
  • Skilled in investment portfolio research, analysis, and problem-solving
  • Self-motivated achiever who exhibits exceptional project management and prioritization skills
  • Demonstrated ability to deliver extraordinary client service
  • Excellent communicator with the ability to explain complex concepts in simple terms
  • Thrives in a -fast-paced, agile environmentYour Role:The EVP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs and objectives. As their trusted advisor, you will work directly with clients to help them achieve their financial goals. You will also provide effective asset management by researching and analyzing investment products including, but not limited to, individual securities, mutual funds, ETFs, REITs, and UITs.Essential Job Functions:
    • Actively participate in business development by conducting and facilitating existing/prospective client -meetings and client portfolio review calls
    • Understand and communicate -current positioning of all firm strategies, recent changes in key holdings -or sectors, and investment results relative to benchmarks
    • Cultivate and maintain strong client relationships
    • Analyze portfolios including positioning and performance results
    • Generate and review trades
    • Monitor accounts for any client account investment guidelines violations, updates, and changes
    • Supervise investment staff
    • Demonstrate critical thinking skills when problem-solving and initiative to accomplish goals and -objectives.
    • Communicate with both clients and internal bank partners regarding various investment policies, procedures, and compliance issues, ensuring a high level of client service is maintained
    • Enthusiastically embrace, support, and model the bank's values and mission
    • Ensure compliance with internal/external regulatory policies, procedures, and guidelines
    • Work collaboratively in a team -environment and communicate effectively with internal partners across -multiple business lines to ensure understanding of business needs and development opportunities
    • Demonstrate effective organizational and time management skills to meet exacting deadlines in a dynamic work environmen
    • Prepare client presentations, -communication, and reporting
    • Participate in and contribute to Trust Investment Committee - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -Job Expectations:Ability to operate normal and customary equipment/technology used in a business environment, with or without accommodationNote: This description is not an exhaustive list of all job responsibilities, skills and standards required. Other job responsibilities, skills, and standards may be added. - Management reserves the right to add or change the job requirements at any time.#JT

Keywords: Bank OZK, Little Rock , EVP, Trust Investment Officer, Other , Little Rock, Arkansas

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