Senior Investment Officer - Portfolio Strategy & Growth

Cypress Bank & Trust; Vero Beach (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

Cypress Bank & Trust in Florida is seeking a Senior Investment Officer/Portfolio Manager to lead investment strategies and fiduciary accounts, collaborating with the Administrative Officer and support staff to deliver tailored solutions for high-net-worth clients. You will analyze markets, determine risk/reward parameters, and work with clients to document and execute objectives.

Ideal candidates have a college degree (CF A/ CFA/ MBA a plus), Series 65 license, and proficiency with Microsoft

Qualifications

• College degree and professional licenses required or preferred.
• Series 65 is required but can be obtained after joining.
• CFA/CFP or MBA are a plus.

Responsibilities

• Lead investment relationship team to service client accounts with high-touch service.
• Research economic trends and determine risk/return parameters for portfolios.
• Review and recommend investment strategies to meet client objectives.
• Collaborate with Administrative Officer and staff to support client service.
• Participate in business development and client meetings.
• Ensure compliance with SEC and state regulations.

Education

College degree or equivalent, preferably in Business Administration, Finance or Marketing

Series 65 required but, can be obtained after employment

Chartered Financial Analyst, Certified Financial Planner, MBA a plus

Tools

Microsoft Office Suite

Trust and Custodian Accounting Software

Investors View

Advantage

SharePoint

Microsoft Teams

SCI

Weblink

Job description

Cypress Bank & Trust in Florida is seeking a Senior Investment Officer/Portfolio Manager to lead investment strategies and fiduciary accounts, collaborating with the Administrative Officer and support staff to deliver tailored solutions for high-net-worth clients. You will analyze markets, determine risk/reward parameters, and work with clients to document and execute objectives.

Ideal candidates have a college degree (CF A/ CFA/ MBA a plus), Series 65 license, and proficiency with Microsoft