Portfolio Manager
Socket
PORTFOLIO MANAGER I LOCATION ONSITE Position BancFirst 100 N. Broadway Ave. Oklahoma City, OK 73102 HOURS Full Time 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. 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. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst 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 - BancFirst is an Equal Opportunity employer. Diversity Our differences enhance business performance. #J-18808-Ljbffr
- ## Portfolio ManagerApply: Phoenix, AZ: Full time: Posted Today: R-(***) ***-****Looking for a rewarding career? Johnson Brothers is a leading... ...help shape the future of the beverage industry! A Portfolio Manager is the primary contact with our suppliers and takes the point on...SuggestedFull timeFlexible hours
- ...Portfolio Manager Portfolio Manager is responsible for gathering and analyzing credit information on current borrowers; determines the advisability of granting credit for diversified types of loans, promotes business for the Bank by maintaining good customer relations...SuggestedPermanent employmentWork at office
- ...accommodation or an alternative application process. Full-time Professional 1 Oklahoma City, OK, US 3 days ago Requisition ID: 5466 PORTFOLIO MANAGER I LOCATION ONSITE Position BancFirst 100 N. Broadway Ave. HOURS ESSENTIAL DUTIES ANDRESPONSIBILITIES include the following....SuggestedFull time
$115k - $123.5k
...ThePortfolioManagerisprimarilyresponsibleforoverseeingon-siteoperationsfromthecorporatelevel across an assigned portfolio of residential housing communities. This position requires a... ..., occupancy, achievement of revenue targets, expense management, and other budgetary goals. This leader will provide our...SuggestedWork at officeLocal area- ...Inc. is a fee only financial planning and comprehensive wealth management firm founded in 1996. We serve high-net-worth individuals and... ...service, and a steadfast fiduciary commitment to our clients. As a Portfolio Manager you will work closely with our senior partners to...SuggestedWork at officeRemote workFlexible hours
$250k - $275k
...Convertible Arbitrage Strategy Lead the North American Convertible Arbitrage strategy across idea generation, portfolio construction, execution, and risk management. Manage portfolio risk, financing, liquidity and hedging across the strategy. Expand the strategy through...Work experience placementFlexible hours$140k - $170k
...Portfolio Manager Must Have Technical/Functional Skills ~ Bachelor's degree in Business, Finance, Technology, or a related field. ~10+ years of experience in portfolio management, program management, PMO, or technology governance, preferably in Banking and Financial...$150k - $170k
...Portfolio Manager Brooklyn, NY FLSA Classification: Exempt Salary Range: $150,000 - $170,000 plus bonus & stock options Location: Brooklyn, NY (Hybrid) About The Company: NineDot's name derives from the classic mathematical puzzle for sparking out-of-...Local area$131.3k - $237.35k
...Leidos' Defense Systems is seeking a talented Portfolio Manager to join in on the cutting-edge working happening in our Indirect Fire Protection Capability/Force Protection Business Area. Leidos Defense Systems Sector provides a diverse portfolio of systems, solutions,...WorldwideRelocation- ...create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade...Work experience placementWork at officeFlexible hoursShift workDay shift
$100k - $200k
...DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now...WorldwideFlexible hours- ...On-site manager to maintain the day to day operations of the community. This includes supervising a full maintenance crew, working with contractors for construction projects/repairs and enforcing the deed restrictions for the community. This individual will also have the...Contract workFor contractors
- ...model outputs and financial reporting) Work with the VP, Asset Management to determine and document decision rights over assumptions and... ...impact of key operational and market drivers on project and portfolio returns Strategic Budget Alignment - Lead the annual project and...Work experience placementShift work
- ...Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Brief Overview of Position The Sr. Portfolio Manager role is positioned within Credit Administration and is integral to the success of each line of business it supports, helping to...Work at officeImmediate startDay shift
- Qualifications SKILLS/QUALIFICATIONS: Bachelor’s degree in business, finance or related field or equivalent experience required. Minimum of three (3) years of experience working in Financial Services required; Exposure to Commercial Banking highly desired. Prior working...Work experience placementWork at officeLocal area
- ...Description Job Summary The Portfolio Relationship Manager owns primary responsibility for the underwriting quality, portfolio administration, the credit quality of the assigned portfolio, and working directly with Account officers. Essential Job Functions Responsible...Work experience placementWork at officeLocal area
$87.7k - $157.8k
## Portfolio ManagerApply: Remote-MO: Remote-TX: Remote-IL: Remote-FL: Full time: Posted Today: 1659806**Position Purpose:** The Portfolio Manager will perform various analytic and strategic tasks in order to support the function. The Portfolio Manager will analyze portfolio...Full timeRemote work$123.9k - $177k
...Select how often (in days) to receive an alert: This CRE position’s responsibilities include all aspects of Portfolio Management as relates to assigned portfolio loans. The primary focus will be assisting multiple Lenders with the monitoring and management of their portfolio...Permanent employmentTemporary workWork experience placementWork at officeLocal areaFlexible hours- ...generations. We serve ultra-high-net-worth families across investment advisory, tax, estate planning, and risk management, and we're looking for a Portfolio Manager who operates as a trusted partner to those families. The role owns public markets strategy, trading, and...Work at office
$120k - $160k
...financial solutions to unique niches with speed, efficiency, and care. More about Bankwell can be found at Summary of Position: The Portfolio Manager supports the Private Client Team in managing and growing existing CRE and C&I client relationships and assisting with new...Contract workLocal area- Job Description Summary The Commercial Real Estate (CRE) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time...Work experience placementWork at office
- ...Identify application and credit trends with the intent to inform management. Work in a fast paced environment through the use of multiple... ...’ experience as a Small Business or Consumer Underwriter or Portfolio Manager (or similar role) for a financial institution required...
$250k
...analytics, proprietary data pipelines, custom-built backtesting environments, and machine learning tools—all purpose-built to give portfolio managers a decisive information and execution edge. We recruit selectively for individuals who combine market intuition with...Immediate start$135k
Loan Workout Portfolio Manager – To $135K – Staten Island, NY – Job # 3761 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available...$67.5k - $111.5k
...About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ...of the role include: Manages credit risk for a portfolio of commercial credit clients and monitors loan performance to...H1bLocal areaWorldwideFlexible hours- United Bank is seeking a detail-oriented professional in Myrtle Beach to support loan underwriting and financial analysis for commercial banking clients. The role requires a Bachelor’s degree and 3+ years in financial services, with strong MS Office skills and the ability...Local area
- Phipps Houses seeks a proactive Property Manager to lead the day-to-day management of our Bronx affordable housing portfolio. The portfolio includes 1400 units across 10 properties, with LIHTC and HUD components. A minimum of 3 years supervising a portfolio of affordable...
$114k - $182.4k
...will provide you with the tools you need to either kickstart your career or bring it to new heights. Position Summary The IT Portfolio Manager is a senior individual contributor responsible for managing the enterprise IT portfolio to ensure technology investments align...Temporary workFor contractorsVisa sponsorshipFlexible hours- Bcb-Community-Bank in Bayonne, NJ seeks a Portfolio Manager to gather and analyze credit information on current borrowers and determine the advisability of granting credit for diversified loan types. You will report on the assigned portfolio, include asset quality, stress...
- ...environment, this is your opportunity to step into a high-impact role supporting Commercial Lenders across our markets. As a Portfolio Manager at ACNB Bank, you’ll serve as the backbone of our lending process—ensuring accuracy, compliance, and outstanding borrower experiences...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!
- equity fund manager Brooklyn, NY
- fixed income portfolio manager Brooklyn, NY
- funding manager Brooklyn, NY
- equity portfolio manager Brooklyn, NY
- fund accounting manager Brooklyn, NY
- portfolio manager Brooklyn, NY
- hedge fund manager Brooklyn, NY
- quantitative portfolio manager
- assistant portfolio manager
- real estate portfolio manager


