Posted 1 month ago
Portfolio Manager
AI Summary
Executes securities trades and supports Trust Investment Officers by monitoring portfolios, rebalancing, performing research and serving as Investment Officer for assigned discretionary trust accounts.
About this role
PORTFOLIO MANAGER I
LOCATION
ONSITE Position
BancFirst
100 N. Broadway Ave.
Oklahoma City, OK 73102
HOURS
Full Time
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.Other duties may be assigned.
- Execute marketable securities trades in support of Trust Investment Officers.
- Provide ad hoc research and client reporting support to Trust Investment Officers.
- Serve as an Investment Officer for assigned discretionary trust accounts.
- Complete monthly account reviews for investment compliance, as applicable.
- Monitor investment portfolios in conjunction with established investment objectives and recommend investment portfolio rebalancing as required.
- Implementation of comprehensive asset allocation modeling for discretionary accounts.
- Assist in rebalancing investment portfolios as needed.
REQUIREMENTS
- Minimum of Bachelors degree in Finance, Accounting or Economics or minimum of 5 years of relevant experience.
- Chartered Financial Analyst ("CFA") and/or Certified Financial Planner ("CFP") candidate preferable. Willingness to pursue a CFA Charter preferable.
- Excellent personal computer and software applications skills required.
- Excellent interpersonal communications skills required.
- Self-starter with ability to work on a variety of assignments simultaneously.
PHYSICAL REQUIREMENTS
Constant use of computer screens
Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear
Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching
Ability to sit and/or stand for long periods of time during the workday
Long periods of typing and repetitive motion
Ability to lift and/or move and carry 10-25 pounds (cash canisters, coin boxes/bags)
Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $13 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
EOE - BancFirst is an Equal Opportunity employer.
Diversity…Our differences enhance business performance.
Skills
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