Senior Investment Manager
Location : Tulsa -TUL
Make your application after reading the following skill and qualification requirements for this position.
Areas of Interest : Investment Management; Investment Sales; Portfolio Management; Relationship Management; Risk Management; Wealth Management
Pay Transparency Salary Range : Not Available
Application Deadline : 10 / 24 / 2024
Summary
You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills.
You find satisfaction in helping others by offering sound financial advice. Bring your knowledge, skills, and abilities to us as an Investment Manager.
Job Description
The Senior Investment Manager manages investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee.
Consults with Wealth Advisors and / or Trust Officers (if applicable) and client to develop investment strategies based on customer objectives.
Team Culture
We are a collaborative, conscientious, and goal-oriented team. Everyone is equal and treated as such. We value initiative, and we care about the quality of our work.
Mentorship within the team is a common practice that will provide growth opportunities.
How You'll Spend Your Time
- You will manage investment portfolios to maximize investment returns commensurate with an acceptable level of risk; analyze portfolios, and asset allocation to ensure adherence to investment objectives.
- You will pro-actively communicate with clients about their investment activity, account performance, securities markets, and economic trends.
- You will set and lead execution of the data and analytics reporting plan, create strategies and templates to report data in a meaningful way.
- You will adhere to all established corporate risk & compliance guidelines.
- You will manage relationships with internal clients and act as a business partner to them.
- You will act as a subject matter expert in an area of technology, policy, regulation, or operational management.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 6-8 years of directly related experience in investments and / or 8-10 years of experience in investments or equivalent combination of education and experience.
- Experience in managing large-sized client accounts.
- Experience in BOKF approved strategies.
- Excellent decision making and problem solving skills.
- Excellent oral, written and communication skills, including interpersonal skills.
Advertising Source
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.
Apply today and take the first step towards your next career opportunity!
Investing in our talent and building a great workplace is a top priority for us.
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