Portfolio Manager
About The Position
BancFirst is hiring a full-time, onsite Portfolio Manager I in Oklahoma City, Oklahoma. The position supports Trust Investment Officers through securities trading, research, client reporting, investment compliance reviews, portfolio monitoring, asset allocation modeling, and portfolio rebalancing. The role may also serve as Investment Officer for assigned discretionary trust accounts. BancFirst is a $13 billion bank offering personal and commercial banking, trust, insurance, and investment services across 60 Oklahoma communities. The company describes an employee learning environment that supports continuous skills improvement and personalized customer service.
Requirements
- A bachelor’s degree in Finance, Accounting, or Economics, or at least five years of relevant experience.
- Excellent personal computer and software application skills.
- Excellent interpersonal communication skills.
- Ability to work independently as a self-starter and handle a variety of assignments simultaneously.
Nice To Haves
- CFA and/or CFP candidacy is preferred.
- Willingness to pursue a CFA Charter is preferred.
Responsibilities
- 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 against established investment objectives and recommend rebalancing as required.
- Implement comprehensive asset allocation modeling for discretionary accounts.
- Assist in rebalancing investment portfolios as needed.
Benefits
- Excellent benefits.
- A learning environment that allows employees to continuously improve their skills.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
