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Trust Portfolio Manager


Oklahoma City, Oklahoma
Job Status:
Full Time
  • Accounting / Finance
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Job Details


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.     


Contact information:

BancFirst, Oklahoma City

Attn:  Celeste Maddox




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