Investment Strategist- PW

BOK Financial•Denver, CO

13d•Onsite

About The Position

For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value, they offer diverse, personalized, and responsive services, along with innovative and value-added offerings, delivering excellence and fostering growth for investors, employees, and the community.

Requirements

Bachelor’s Degree in business or related field of study and 6-8 years of directly related experience in investments and/or 8-10 years of experience in investments or equivalent combination of education and experience.
Experience in managing large-sized 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 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 maximize investment returns commensurate with an acceptable level of risk; analyze portfolios, and asset allocation to ensure adherence to investment objectives and maximize investment returns within client and investment management group guidelines.
Pro-actively communicates with clients about their investment activity, account performance, securities markets, and economic trends.
Sets and leads execution of the data and analytics reporting plan, creates strategies and templates to report data in a meaningful way.
Creates, presents, and communicates high impact data and analytics insights and recommendations to critical internal and external stakeholders.
Adheres to all establish corporate risk & compliance guidelines.
Manages relationships with internal clients and acts as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.
Acts as subject matter expert in an area of technology, policy, regulation, or operational management for the team and beyond in the function.
Maintains external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.