• Associate, Alternative Investments

    Bank OZK (Houston, TX)


    Why Bank OZK

     

    Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

     

    The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (https://careers.ozk.com/benefits) .

     

    Job Purpose & Scope

     

    Responsible for assisting the department with all aspects of the SBIC Investment Portfolio. Responsible for managing the existing portfolio and evaluating new investments to support the Bank’s CRA goals. Supports all phases of the investment execution process, from underwriting, evaluating market opportunities and risks, and servicing a large group of internal and external clients and constituents.

     

    Essential Job Functions

     

    + Collaborate with senior members of the investment team, finance department and CRA department in the management of the SBIC Investment Portfolio.

    + Assist with the identification of prospective SBIC investment opportunities and maintain an internal database of existing and prospective investments.

    + Analyze financial statements and other information on prospective investments.

    + Prepare underwriting materials and financial analysis to assist in obtaining internal

    + Coordinate the preparation and review of legal documents.

    + Develop and maintain relationships with investment managers and regularly travel and attend conferences and meetings.

    + Support senior members of the Loan Syndications Group with the development of high-quality marketing materials including confidential information memoranda and lender presentations.

    + Communicate with all relevant team members and develop direct dialogue and rapport with internal and external stakeholders as needed.

    + Performs other duties and contributes to projects as assigned.

     

    Knowledge, Skills & Abilities

     

    + General knowledge and understanding of finance, credit analysis and financial modeling.

    + General knowledge of corporate banking and capital markets.

    + Ability to demonstrate a track record of high-quality achievement in a fast-paced environment.

    + Ability to maintain a high level of focus on work quality and attention to detail.

    + Ability to demonstrate critical thinking, analytical, and problem-solving skills.

    + Ability to utilize discretion and sound judgment in decision making and maintain confidentiality.

    + Ability to work effectively and collaboratively across functional and organizational groups and build business relationships to achieve the desired objectives of the Bank.

    + Ability to communicate effectively to multiple levels of audience both written and verbally.

    Basic Qualifications

    + Bachelor’s degree in finance, accounting, or job-related field, or commensurate work experience required.

    + 2+ years of experience in debt capital markets, corporate/investment banking, commercial lending, or similar experience, required.

    + Completion of a formal credit training program is preferred.

     

    Job Expectations

     

    O perate customary equipment and technology used in a business environment, with or without accommodation.

     

    Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

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    EEO Statement

     

    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. Member FDIC.