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Experienced Investment Portfolio Manager

2 months 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 based in Tulsa, Oklahoma, has a rich history of over a century and operates across multiple states, providing diverse financial solutions.

Bonus Type

Formula Based

Summary

As a professional who values the significance of 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 advance your career in a supportive environment.

Job Description

The Investment Manager III is responsible for overseeing intricate investment portfolios for a variety of larger fiduciary accounts and investment agency relationships, exercising broad investment strategy authority within established policy guidelines. This role is crucial in identifying and securing new business opportunities while being recognized as a catalyst for account growth.

Team Culture

Our team thrives on collaboration, conscientiousness, and a results-driven mindset. We believe in equality and value initiative, ensuring that the quality of our work is paramount. Managers are accessible and ready to assist with any requirements you may have. You will lead the process, supported by our leadership team. Mentorship is a fundamental aspect of our culture, fostering growth opportunities.

We are deeply engaged with our communities, dedicating our time to various charitable causes. BOK Financial takes pride in its generous contributions and commitment to giving back. You will represent the bank and our brand prominently in the market you serve.

How You'll Spend Your Time
  • Engaging with new and existing 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 trends in portfolio management and capital markets.
  • Consulting with clients to establish investment objectives and regularly reviewing accounts and assets to manage returns.
Education & Experience Requirements

This position typically requires a Bachelor's Degree in Business or a related field, along with 6-8 years of relevant investment experience, or a combination of education and experience totaling 12-14 years.

BOK Financial Corporation Group is a stable organization committed to the professional development of its employees. With dedication, expertise, and collaboration, you can significantly impact the success of the bank, our clients, and your career.

Top 3 reasons to consider this opportunity

Investing in our talent and fostering a positive workplace culture is a priority for us.
  • Empowered employees
  • Award-winning culture
  • Community commitment
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.