Discretionary Portfolio Manager - Trust & Asset Allocation
Listed on 2026-10-17
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Capital Markets
Banc First is seeking a Portfolio Manager I in Oklahoma City to support Trust Investment Officers with marketable securities trades and client reporting. You will act as an Investment Officer for discretionary accounts and help ensure investment objectives are met.
The role requires a finance-related degree or equivalent experience, plus strong computer and communication skills. CFA/CFP candidacy is preferred and Pursuit of CFA Charter is encouraged.
Are you ready to take on the Discretionary Portfolio Manager
- Trust & Asset Allocation role at Banc First?
The Discretionary Portfolio Manager
- Trust & Asset Allocation role at Banc First is now open for applications in Oklahoma City, OK, United States.
Join us at Banc First as our next Discretionary Portfolio Manager
- Trust & Asset Allocation in Oklahoma City, OK, United States.
We are currently recruiting a Discretionary Portfolio Manager
- Trust & Asset Allocation for our team in Oklahoma City, OK, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).