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Trust Portfolio Manager

BancFirst


Location:
Oklahoma City, Oklahoma
Date:
05/19/2017
Job Status:
Full Time
Categories:
  • 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

 

 

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

 

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.
EOE/Minority/Female/Disability/Veteran/LGBT
 

 

Diversity…Our differences enhance business performance.     

  


Contact information:

BancFirst, Oklahoma City

Attn:  Celeste Maddox

cmaddox@bancfirst.com



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