Portfolio Manager Job Northern Kentucky USA,Finance & Banking

Location: Northern

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Full-time Professional 1 Oklahoma City, OK, US

3 days ago Requisition

PORTFOLIO MANAGER ILOCATION

ONSITE Position

Banc First

100 N. Broadway Ave.

HOURS

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.

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.
Banc First is committed to investing in the future of Oklahoma communities. Banc First 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 - Banc First is an Equal Opportunity employer.