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Senior Investment Portfolio Manager

2 months ago

Austin, Texas, United States BOK Financial Full time
About the Role

We are seeking a highly skilled and experienced Investment Manager to join our team at BOK Financial. As an Investment Manager, you will be responsible for managing complex investment portfolios for our clients, providing expert financial advice, and driving business growth.

Key Responsibilities
  • Develop and implement investment strategies for clients, taking into account their financial goals and risk tolerance.
  • Provide regular portfolio reviews and recommendations to clients, ensuring their investments are aligned with their objectives.
  • Build and maintain strong relationships with clients, understanding their needs and preferences.
  • Collaborate with cross-functional teams to identify new business opportunities and develop strategies to pursue them.
  • Stay up-to-date with market trends and economic conditions, providing insights and recommendations to clients.
Requirements

To be successful in this role, you will need:

  • A Bachelor's Degree in Business or a related field.
  • 6-8 years of experience in investments or a related field.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
About BOK Financial

BOK Financial is a leading financial services holding company with a strong presence in the US. We offer a collaborative and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced investment professional looking for a new challenge, we encourage you to apply for this exciting opportunity.