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CFA Society of Oklahoma > Career
 

 Career Resources

 

Several members, candidates and prospective members have requested a central location for information on local job postings, internships, or other career resources. Therefore, we have created this area within our website to facilitate this activity. If you have any questions or would like to add something, please contact us.

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Senior Portfolio Manager

ATTN CFA’s!  Rock solid, privately held financial institution in the Midwest with over $3 billion in assets is searching for a SENIOR PORTFOLIO MANAGER to join their Wealth Management team.  Working with a portfolio of over $400 million in personal and institutional assets, this person will be responsible for determining asset allocation, implementing investment strategy, managing account cash flow, meeting with clients and reporting results.  There is also an opportunity to be involved in the new business and product development process.

Requirements for this position include a college degree, 10 years previous investment management experience with direct client contact, a CFA designation, superb written and oral communication and experience with both institutional and high net worth clients.

 

Compensation, in terms of base and bonus, for this position is strong; benefits, including a defined benefit plan, are outstanding; and the culture is second to none.  If you are a CFA and are looking for that next step in your career, this is it.  Contact me today!

 

Steve Grant

steve.grant@career1source.com 

620-327-0372 (direct)

913-904-6096 (cell) 

www.career1source.com

Posted April 7, 2011

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Director of Strategic Planning & Development  

FHLBank Topeka’s seeks an individual with strong financial analysis or capital market experience to plan and direct the Bank's long-term strategic planning process. This includes facilitation of planning sessions with the board of directors and senior management and completion of the annual strategic business plan.   Incumbent will work closely with senior management to understand and analyze long-term issues facing the Bank and the financial industry to identify opportunities for growing revenue, decreasing expenses, and decreasing risk based upon the Bank's long-term strategic plan. This position is located in Topeka, Kansas.

Qualifications: 

Bachelor’s degree required preferably in finance, accounting or economics, master’s degree or CFA preferred, and 8 to 10 years of related experience.

·         Strong financial analysis and research experience and knowledge of the financial industry to include the Federal Home Loan Bank System.

·         Excellent communication and presentation skills with the ability to present non-conventional ideas.

·         Proficient with MS Office applications.

FHLBank Topeka offers opportunities for growth and development and an attractive benefit package. A detailed summary of this position is available atwww.fhlbtopeka.com.  If interested, please submit resume with salary requirements to: recuiter@fhlbtopeka.com.

Posted April 25, 2011

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Fixed Income Analyst

Job Description:

    • Conduct credit analysis on Corporate, RMBs and Municipal debt
    •  Generate and present full credit research reports
    • Evaluate industry trends and current fixed income market conditions

Skills of the Ideal Candidate:

    • Bachelor's Degree in Finance, Accounting or Economics
    • 3-5 years experience in fixed income research and bond selection
    • Strong writing and communication skills, with the ability to clearly and quickly communicate ideas and recommendations verbally and in writing
    • Excellent analytical/quantitative skills
    • Ability to mult-task and work independently as well as collaboratively within a team environment
    • Strong PC skills, knowledge of Bloomberg, Bondedge and PAM systems a plus
    • CFA and/or MBA designation preferred

All qualified candidates may apply directly via www.afadvantage.com/careers

Kimberly Brecheen

American Fidelity Assurance

Sr. Talent Management Specialist

(405) 416-7817 – Phone

 Posted November 6, 2011

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Director of Fixed Income

Employees Retirement System of Texas (ERS) serves over 300,000 active and retired members and their beneficiaries.  The ERS Trust Fund includes $22.12B in assets, managed approximately 78% internally and 22% through external advisors.  Fixed income investments currently total $8.4B. Only the U.S. Corporate High Yield portfolio (about $250MM) is managed externally.  All fixed income portfolios reported positive returns for the fiscal year ended August 2011. 

Position Responsibilities

Reporting to the Deputy Executive Director of Investments (DEDI), the Director of Fixed Income provides oversight of funds allocated to the fixed income markets, including oversight of both externally advised and internally managed fixed income portfolios.  The Director of Fixed Income manages a staff of six, including two portfolio managers, a cash manager, and three research analysts. 

Qualifications

Advanced degree in business, finance, economics or accounting is preferred, as is a CFA or MBA.  Substantial experience in cash management and fixed income investment management is required, preferably with a “buy-side” institutional investment organization.  Strong understanding of macroeconomics and “top down” economic analysis is also required.

For more information, or to apply, contact:
Andrea K. Forrest,
Research Associate
720-529-3701

aforrest@eflassociates.com

Posted November 10, 2011

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