SIA Portfolio Manager I

SIA Portfolio Manager I

The Portfolio Manager I is primarily responsible for research on managers used across all discretionary accounts within Wealth Management and the implementation of the multi-asset strategies developed by the Strategic Investment Advisors (SIA). The broad responsibilities of SIA include institutional consulting / investing, management of proprietary fund of funds and asset allocation strategies, due diligence of traditional investment options, as well as developing and delivering product and market information to the Wealth Management Division.

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. Grow your capabilities by actively participating in opportunities to expand your knowledge, influence others, and develop your interpersonal skills.

You will conduct manager research and provide recommendations for proprietary wealth portfolios, trusts and to maximize risk-adjusted returns. You will conduct investment manager research, selection and oversight for the following : evaluation, selection and monitoring investment managers, and write-ups on recommendations. You will participate in manager research meetings to understand / validate underlying fund's investment strategy, positing and key characteristics. You will meet with and evaluate prospective investment managers for potential inclusion on Select List, partner with 3rd party research for relevant investment ideas and trends to be shared with broader investment team. You'll be responsible for trading, account management, and portfolio implementation across all managed strategies. You will contribute to the communication of investment managers and provide investment perspectives.

This level of knowledge is normally acquired through the completion of a Bachelor's Degree in Finance, Economics, Mathematics or other business related areas with strong quantitative and analytical course content and 2+ years related investment experience or 6+ years equivalent experience in the finance industry.

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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! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.