Lead Investment Strategist

2 weeks ago

Austin, Texas, United States BOK Financial Full time
Req ID: 74047

Location: Various Locations

Areas of Interest: Investment Management

Pay Transparency Salary Range: Not Available

BOK Financial, a prominent financial services holding company, has a rich history of over a century in the industry. With a strong presence across multiple states, we have diversified our operations into various sectors, ensuring robust growth and stability.

Bonus Type

Formula Based

Summary

As a professional who values the importance of building strong relationships, you excel in utilizing your interpersonal skills to provide insightful financial guidance. Your proactive approach ensures that you capitalize on every opportunity. Join us as an Investment Manager and embark on a rewarding career journey.

Job Description

The Investment Manager III is responsible for overseeing complex investment portfolios, catering to a diverse range of fiduciary accounts and investment agency relationships. This role requires a broad investment strategy authority while adhering to established investment policy guidelines. You will play a pivotal role in identifying and securing new business opportunities, contributing to account growth.

Team Culture

Our team is characterized by collaboration, conscientiousness, and a focus on achieving goals. We believe in equality and value initiative in our work. Managers are accessible and supportive, ensuring you have the resources needed to succeed. Mentorship is a key aspect of our culture, fostering professional growth.

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

How You'll Spend Your Time
  • Engaging with clients and administrators regarding their accounts, market conditions, and economic trends.
  • Preparing presentations for client and prospect meetings.
  • Supporting security transactions, analyzing portfolios, conducting research, and ensuring compliance.
  • Staying informed on portfolio management trends and capital market developments.
  • Consulting with clients to establish investment objectives and regularly reviewing accounts and assets to manage returns.
Education & Experience Requirements

A Bachelor's Degree in Business or a related field, coupled with 6-8 years of relevant investment experience, or a combination of education and experience totaling 12-14 years, is typically required.

BOK Financial Corporation Group is dedicated to fostering a stable and financially sound environment, providing exceptional training and development opportunities for employees. With passion, skill, and collaboration, you can significantly impact the success of the bank, our clients, and your career.

Top 3 Reasons to Consider This Opportunity

We prioritize investing in our talent and creating a positive workplace culture.
  • Empowered employees
  • Award-winning culture
  • Commitment to community engagement
BOK Financial Corporation Group adheres to state-specific pay transparency requirements.

Benefits:

BOK Financial Corporation Group offers comprehensive benefits that address your physical, financial, and emotional well-being. Click here to explore our benefits.

About BOK Financial Corporation

For over a century, BOK Financial Corporation has been a catalyst for success for clients and communities alike. From our origins in Tulsa, Oklahoma, we have evolved into a diversified financial services provider, serving a wide range of clients, from individuals to large corporations.
  • Operations span an eight-state footprint
  • 4,800 team members
  • $49 billion in assets
  • $100 billion in assets under management and administration
  • $6.1 million donated to local nonprofits in 2022
  • 33,000+ volunteer hours contributed by employees in 2022

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