Investment Management Associate (76320)
Investment Management Associate (76320)
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Job Description
Req ID:76320
Location:Tulsa -TUL
Areas of Interest:Investment Management; Portfolio Management; Wealth Management
Pay Transparency Salary Range:Not Available
Application Deadline:06/15/2025
BOK Financial Corporation Group includes BOKF NA; BOK Financial Securities Inc. and BOK Financial Private Wealth Inc. BOKF NA operates TransFund and Cavanal Hill Investment Management Inc. BOKF NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
Bonus Type
Summary
The Investment Manager Associate will focus around marketing and communications. In this role you will help coordinate and liaise between internal partners and what is strategically communicated on social media and external outlets to large clientele. You will leverage investment and financial knowledge to fill in the gaps and creatively focus on strategic initiatives.
Job Description
The Investment Management Associate plays an integral role in all aspects of Investment Management activities and maintains a high degree of interaction with all managers and team members within Investment Management as well as with business partners. The Investment Associate will be instrumental in various aspects of duties in project management investment management research and due diligence client reporting compliance and performance reporting within the investment management team.
Team Culture
Our team is a small and cohesive unit even our executives pitch in to help with ideas and vision. Our camaraderie shared decision making mutual respect for others and desire to win are what make us successful. Managers at all levels practice an open door policy to encourage candid communication feedback and discussion. Ideas on how to impact the bottom line are listened to encouraged and respected. Meaningful impact comes from working together.
You will work in a fast-paced challenging and exciting environment. At times youll work independently while other times youll engage with your team.
How Youll Spend Your Time
- You will focus on strategic initiatives to be marketed and communicated externally to large clientele
- You will work with internal partners to drive and coordinate all communication
- You will be responsible for writing and coordinating any type of needed communication
- You will work as a liaison to leverage resources provided and creatively express them to external partners and clients
- You will be the go-to for all marketing and communication needs and will own and coordinate the road map for initiatives
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelors Degree in Business Administration and 4-6 years equivalent experience in financial accounting or other markets. Masters degree or experience and/or knowledge of financial markets and investments preferred.
- Knowledge of and/or willingness to learn various securities and investment-related products and services i.e. domestic stocks taxable bonds tax-free bonds mutual funds and international stocks.
- Knowledge of mutual funds or finance-related analytical experience
- Ability to prepare presentation material including strong working knowledge of spreadsheet and presentation software
- Ensures that information is always presented in a thorough and accurate manner; precisely captures information to complete work accurately; focuses on the smaller elements and/or the fine points of material or processes.
- Proficient PC and software skills
- Excellent interpersonal verbal and written communication skills
- Works well in a team environment; self-motivated; results oriented
- Flexibility to handle multiple tasks simultaneously in a competent and professional manner
Working Conditions & Physical Requirements
BOK Financial Corporation Groupis 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 todayand 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.
Required Experience:
IC
Employment Type
Full-Time
