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    BA

    BancFirst

    Banking

    Portfolio Manager

    Oklahoma City, United StatesOn-SiteFull-time5+ yrs experiencePosted 3d ago
    All BancFirst jobs

    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.

    Diversity…Our differences enhance business performance.

    Job details are sourced from the employer's original posting.

    Open job posting
    BA

    About the company

    BancFirst

    A regional bank providing commercial and consumer banking services across Oklahoma and surrounding states.

    View all BancFirst jobs
    Industry
    Banking
    Open roles
    128

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