Portfolio Manager

Saved job description

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.

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