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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 in collaboration with clients and Wealth Advisors/Trust Officers.
- Proactively communicate with clients regarding investment activity, account performance, and market trends.
- Present to internal and external parties on the investment process and capabilities of the company.
- Prepare and coordinate the completion of various data and analytics reports.
- Bachelor's Degree in business or related field of study.
- 3-5 years of directly related experience in investments or 6-8 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 building long-term careers of employees. We value initiative, quality of work, and teamwork, and we are committed to providing equal employment opportunities for all qualified applicants and employees.
