We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.* Support the CIO in the implementation and ongoing management of asset allocation methodology across client portfolios and model strategies.* Monitor portfolio positioning, allocation targets, drift, and rebalance requirements.* Assist in portfolio construction decisions through quantitative and analytical support.* Ensure consistent execution of investment strategy across accounts.* Develops and directs client-specific investment programs to achieve stated objectives.* Participate in CIO discussions related to portfolio positioning, risk considerations, and strategy implementation.* Prepare analysis that directly informs investment decisions and portfolio adjustments.* Demonstrate independent thinking and sound judgment, with the ability to challenge assumptions thoughtfully and constructively.* Designs and continuously adjusts investment strategies in close coordination with the client service team to align with evolving goals and opportunities.* 3–6 years of experience in:
+ Portfolio management support
+ Investment analysis
+ Asset management, wealth management, or family office environments* Direct exposure to live portfolio management and execution.* Strong understanding of asset allocation methodology and portfolio construction.* Solid grounding in macroeconomics and quantitative methods.* Working knowledge of equity markets, factors, and risk dynamics.* Exceptional attention to detail and comfort operating in a high-accountability environment.* CFA designation or meaningful progress toward CFA strongly preferred.* Experience with portfolio management and reporting systems (e.g., Tamarac or similar platforms) is a plus. #J-18808-Ljbffr
+ Portfolio management support
+ Investment analysis
+ Asset management, wealth management, or family office environments* Direct exposure to live portfolio management and execution.* Strong understanding of asset allocation methodology and portfolio construction.* Solid grounding in macroeconomics and quantitative methods.* Working knowledge of equity markets, factors, and risk dynamics.* Exceptional attention to detail and comfort operating in a high-accountability environment.* CFA designation or meaningful progress toward CFA strongly preferred.* Experience with portfolio management and reporting systems (e.g., Tamarac or similar platforms) is a plus. #J-18808-Ljbffr