Investment Manager

BOK Financial•Oklahoma City, OK

3d•Onsite

About The Position

The Investment Manager manages simple to moderately complex investment portfolios for primarily fiduciary (irrevocable and revocable trust) accounts as well as agency and IRAs. The Investment Manager generally handles smaller accounts and works under the direct supervision of management or more senior staff. Consults with Relationship Manager, Wealth Advisor, Private Banker, Trust Officer and client to deliver solutions based on organizational investment philosophy and customer objectives. Provides an open architecture approach based upon the guidance list of strategies overseen and approved by the BOKF investment process (Wealth Portfolios, mutual funds, ETF’s, SMA’s, alternative investments, etc.). May have limited interaction with tax attorney’s and/or accountants or other outside client based relationships. Investment Manager I has minimal expectation to assist in new business development and may also develop and leverage internal partnership opportunities. Advancement from this position will be based upon success in achieving the above goals, additional experience, and the pursuit of additional professional credentialing.

Requirements

Bachelor's Degree in Business and 1-3 years related experience or 7-9 years equivalent experience in financial markets.

Nice To Haves

Pursuit of professional credentialing such as CFA, CFP, CIMA, or equivalent.

Responsibilities

Support and manage client portfolios.
Proactively communicate with existing clients and administrators about their accounts, including the reporting of investment activity and performance.
Study research and trends in portfolio management and stay informed of developments in the capital market.
Consult with clients to develop investment objectives and provide guidance.
Stay abreast of the market and economy and be able to provide advice of legal and tax consequences of investment decisions.
Prepare reports and presentations for client meetings.