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Financial Asset Manager

2 months ago

Houston, Texas, United States BOK Financial Full time
Position Overview:

The Investment Manager is responsible for overseeing investment portfolios in accordance with established corporate policies, employing a pre-approved list of strategies sanctioned by the BOKF Investment Committee. This role involves collaboration with Wealth Advisors and/or Trust Officers to formulate investment strategies tailored to client objectives.

Team Environment:

We foster a collaborative, conscientious, and goal-driven atmosphere. Every team member is valued equally, and we prioritize initiative and the quality of our work. Our leadership is accessible and supportive, ensuring you have the resources needed to excel. Mentorship is a common practice within our team, providing ample opportunities for professional growth.

We are committed to our communities, dedicating time to various charitable causes. BOK Financial takes pride in its generous contributions to local organizations, and you will represent our brand in the markets we serve.

Key Responsibilities:
  • Manage investment portfolios to optimize returns while maintaining an acceptable risk level; conduct portfolio analysis and asset allocation to align with investment objectives.
  • Engage proactively with clients regarding their investment activities, account performance, market conditions, and economic trends.
  • Ensure compliance with all corporate risk and compliance standards.
  • Present investment processes and capabilities to both internal and external stakeholders.
  • Prepare and coordinate various data and analytics reports.
  • Establish effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
Qualifications:

This position typically requires a Bachelor's Degree in business or a related field, along with 3-5 years of relevant experience in investments, or 6-8 years of experience in investments or an equivalent combination of education and experience.
  • Experience managing medium to large client accounts.
  • Familiarity with BOKF approved strategies.
  • Strong decision-making and problem-solving abilities.
  • Excellent communication skills, both oral and written, along with strong interpersonal skills.
Company Overview:

BOK Financial Corporation Group is a stable and financially robust organization that emphasizes training and development to support the long-term careers of its employees. With dedication, expertise, and collaboration, you can significantly impact the success of the bank, its customers, and your own career.