Portfolio Manager
BancFirst Corporation•Oklahoma City, OK
•Onsite
About The Position
BancFirst is seeking a Portfolio Manager to join their team. This full-time, onsite position involves executing marketable securities trades, providing research and client reporting support, serving as an Investment Officer for discretionary trust accounts, completing monthly account reviews for investment compliance, monitoring investment portfolios, and implementing asset allocation modeling. The role requires a commitment to hometown service and investing in the future of Oklahoma communities.
Requirements
- Minimum of Bachelors degree in Finance, Accounting or Economics or minimum of 5 years of relevant experience.
- 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.
Nice To Haves
- Chartered Financial Analyst ("CFA") and/or Certified Financial Planner ("CFP") candidate preferable.
- Willingness to pursue a CFA Charter preferable.
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 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.
Benefits
- excellent benefits
- a learning environment that allows them to continuously improve their skills
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
