Investment Manager

BOK Financial•Fort Worth, TX

18h

About The Position

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type Formula Based Summary We offer a diverse range of financial solutions for businesses, individuals, and institutions, continually expanding our portfolio of services and clients. If you’re passionate about wealth management and eager to join a forward-thinking organization, we want to hear from you. Our team is committed to providing exceptional, tailored wealth management solutions, fostering strong relationships, and helping clients achieve their long-term financial goals.

Requirements

Bachelor’s degree in business or related field of study and 1-3 years of directly related experience in investments and/or 4-6 years of experience in investments or equivalent combination of education and experience.
Experience in managing moderately complex client accounts.
Experience in BOKF approved strategies
Understanding of investment tax reporting, including cost basis tracking and capital gains treatment
Knowledge of various securities and investment related products and services (i.e. stocks, bonds, mutual funds, separately managed accounts, international and alternative investments).
Knowledge of the different types of investment accounts (i.e. trust, retirement, agency, institutional, etc.) and levels of authority (i.e. directed, joint, discretionary, etc.) and the implications on trading activity
Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions
Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting
Excellent decision making and problem-solving skills
Excellent oral, written and communication skills, including interpersonal skills

Responsibilities

Manages simple to moderately complex investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee.
Consults with Wealth Advisors and/or Trust Officers (if applicable) and client to develop investment strategies based on customer objectives.
Manages investment portfolios to optimize returns while maintaining acceptable levels of risk.
Analyzes asset allocation and portfolio performance to ensure alignment with investment objectives.
Communicates proactively with clients about market trends, account performance, and investment activity.
Adheres to all corporate risk management and compliance guidelines.
Presents the company’s investment strategies and capabilities to internal and external stakeholders.
Prepares and coordinates the completion of data and analytics reports to support investment decisions.
Builds strong internal relationships and delivers high-quality professional services with guidance from senior colleagues.