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Investment Portfolio Manager
2 months ago
We are seeking a highly skilled Investment Manager to join our team at BOK Financial Corporation Group. As an Investment Manager, you will be responsible for managing investment portfolios within established corporate guidelines, utilizing approved strategies to maximize investment returns while minimizing risk.
Key Responsibilities- Manage investment portfolios to optimize returns and ensure adherence to investment objectives and risk guidelines.
- Develop and implement investment strategies based on client objectives and risk tolerance.
- Provide exceptional client service and communication, including regular portfolio updates and market analysis.
- Collaborate with Wealth Advisors and Trust Officers to develop and implement investment plans.
- Stay up-to-date with market trends and economic conditions to make informed investment decisions.
- Bachelor's degree in business or related field.
- 3-5 years of experience in investments, or equivalent combination of education and experience.
- Experience in managing medium- to large-sized client accounts.
- Excellent decision-making and problem-solving skills.
- Excellent oral, written, and communication skills, including interpersonal skills.
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development opportunities to support the long-term careers of our employees. We value initiative, quality of work, and teamwork, and offer a collaborative and supportive work environment.
