Portfolio Manager

BancFirst; Oklahoma City, Northern (OK, KY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

BancFirst is seeking a Portfolio Manager I in Oklahoma City to support Trust Investment Officers with marketable securities trades and client reporting. You will act as an Investment Officer for discretionary accounts and help ensure investment objectives are met.

The role requires a finance-related degree or equivalent experience, plus strong computer and communication skills. CFA/CFP candidacy is preferred and Pursuit of CFA Charter is encouraged.

Qualifications

• Bachelor’s degree in Finance, Accounting or Economics or 5 years of relevant experience.
• CFA and/or CFP candidate preferable; willingness to pursue CFA Charter.
• Excellent PC and software applications skills; strong written and verbal communication.

Responsibilities

• Execute marketable securities trades for Trust Investment Officers.
• Provide ad hoc research and client reporting support.
• Serve as Investment Officer for discretionary trust accounts.
• Complete monthly account reviews for investment compliance.
• Monitor investment portfolios and rebalance per objectives.
• Implement comprehensive asset allocation modeling for discretionary accounts.

Skills

Interpersonal communication

Computer skills

Software proficiency

Education

Bachelor's degree in Finance, Accounting or Economics

CFA/CFP candidate preferable; CFA Charter willing to pursue

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full-time Professional 1 Oklahoma City, OK, US

3 days ago Requisition ID: 5466

PORTFOLIO MANAGER I

LOCATION

ONSITE Position

BancFirst

100 N. Broadway Ave.

HOURS

ESSENTIAL DUTIES ANDRESPONSIBILITIES 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.

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.