Investment Manager

BOK Financial • Fort Worth, TX

2d • Onsite

About The Position

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

• Manage investment portfolios to optimize returns while maintaining acceptable levels of risk.
• Analyze asset allocation and portfolio performance to ensure alignment with investment objectives.
• Communicate proactively with clients about market trends, account performance, and investment activity.
• Adhere to all corporate risk management and compliance guidelines.
• Present the company’s investment strategies and capabilities to internal and external stakeholders.
• Prepare and coordinate the completion of data and analytics reports to support investment decisions.
• Build strong internal relationships and deliver high-quality professional services with guidance from senior colleagues.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level