Alternative Investments Analyst I - 81021

BOK Financial • Tulsa, OK

230d

About The Position

The Alternative Investments Analyst is responsible for the sourcing, due diligence, monitoring, and implementation of alternative investments. The scope of the investments includes hedge funds, private equity, private real estate, and other non-listed securities. The analyst underwrites fund investments and provides assistance, commentary, and recommendations to the client advisory channels regarding fund implementation in investment portfolios.

Requirements

• Completion of a bachelor's degree (preferably in Business, Economics, or Finance).
• Relevant work experience is preferred.
• A CFA or CAIA charter (or progress toward earning these charters) is preferred.
• Excellent oral and written communication skills; ability to relate to both technical and non-technical contacts at all levels.
• Excellent PC skills including proficiency in Excel and the ability to utilize and learn other Alternative Asset-related software.
• Proficiency in statistics and mathematics.
• Ability to handle complex tasks, good analytical and problem-solving skills.
• Excellent organizational and time management skills.

Responsibilities

• Monitor, measure, and report on alternative investments' performance.
• Source new potential additions to the alternative investments platform and underwrite these potential additions.
• Negotiate terms with external alternative investment managers and consultants and communicate performance issues.
• Advise portfolio management personnel on presenting alternative investments to clients.
• Present tailored recommendations on alternative investment products to clients and bank personnel.
• Participate in strategic planning and asset allocation decisions for alternative investments.

What This Job Offers

• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree