Portfolio Manager

Location: Onsite at BancFirst, 100 N. Broadway Ave., Oklahoma City, OK 73102. Hours: Full Time.

About the role

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.

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.

Requirements

• Minimum of Bachelor's 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).