Trust Portfolio Manager
Oklahoma City, OK
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
Interact with approved broker-dealers
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
Excellent interpersonal communications skills
Self-starter with ability to work on a variety of assignments simultaneously
Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $6 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-four 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.
Diversity…Our differences enhance business performance.
BancFirst, Oklahoma City
Attn: Celeste Maddox