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Senior Investment Officer - Portfolio Strategy & Growth
Job in
Vero Beach, Indian River County, Florida, 32966, USA
Listed on 2026-08-20
Listing for:
Cypress Bank & Trust
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
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
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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