Investment Portfolio Manager

6 days ago


Denver, Colorado, United States BOK Financial Full time
Job Description

The Portfolio Manager is responsible for working directly with BOK Financial Private Wealth Inc. advisors to manage high net worth client accounts.

Key Responsibilities
  • Experience with tracking and implementing client investment portfolios.
  • Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting.
  • Very high attention to detail.
  • Strong knowledge of Excel.
  • Understanding of investment tax reporting, including cost basis tracking and capital gains treatment.
  • Team player with the flexibility to independently manage work and assist with cross-department projects.
  • Experience with software such as Bloomberg, Morningstar, Portfolio Center, Tamarac Rebalancer, Junxure, Fixed Flyer.
Requirements
  • Bachelor's degree in Business, Finance, or Accounting.
  • 4-6 years of financial markets experience/investment analysis or 8+ years equivalent work experience managing the wealth of high net worth/ultra-high net worth individuals and family client relationships.
About BOK Financial Corporation Group

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill, and partnership, you can make an impact on the success of the bank, customers, and your own career.



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