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VP, Senior Investment Officer, Warsaw, IN
VP, Senior Investment Officer, Warsaw, IN-April 2024
Warsaw
Apr 2, 2026
About VP, Senior Investment Officer, Warsaw, IN

  Are you experienced in investment portfolio management and interested in joining a company that cares about your future? Do you have excellent listening skills and an ability effectively present information and respond to questions? As a Vice President, Senior Investment Officer you will:

  Participate in the establishment and execution of investment policy forInvestment Management andTrust clientsServe as a member of the Trust Investment Committeeand Officers Trust CommitteeAdhere to the Bank's Equity and Fixed Income Management PhilosophyMeet with clients, Wealth Advisors and Trust administratorsNotice and understand client needs as they arise and connect all the capabilities of the bank to provide solutionsRequired Qualifications Include:

  Bachelor's Degree from a four-year college or universityChartered Financial Analyst Designation or MBA preferred7 years of investment relationship development experienceAbility to write reports, investment newsletters, business correspondence and procedure manualsLake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a persons merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.

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