Investment Manager
Investment Manager
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Job Description
Req ID:76672
Location:Tulsa -TUL
Areas of Interest:Investment Management; Finance; Portfolio Management
Pay Transparency Salary Range:Not Available
Application Deadline:07/15/2025
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
We offer a diverse range of financial solutions for businesses individuals and institutions continually expanding our portfolio of services and clients. If youre passionate about wealth management and eager to join a forward-thinking organization we want to hear from you. Our team is committed to providing exceptional tailored wealth management solutions fostering strong relationships and helping clients achieve their long-term financial goals.
Job Description
The Investment Manager manages simple to moderately complex 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
Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive high-performing team that consistently delivers outstanding results for our clients.
How Youll Spend Your Time
- You will manage investment portfolios to optimize returns while maintaining acceptable levels of risk.
- You will analyze asset allocation and portfolio performance to ensure alignment with investment objectives.
- You will communicate proactively with clients about market trends account performance and investment activity.
- You will adhere to all corporate risk management and compliance guidelines.
- You will present the companys investment strategies and capabilities to internal and external stakeholders.
- You will prepare and coordinate the completion of data and analytics reports to support investment decisions.
- You will build strong internal relationships and deliver high-quality professional services with guidance from senior colleagues.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of bachelors degree in business or related field of study and 1-3 years of directly related experience in investments and/or 4-6 years of experience in investments or equivalent combination of education and experience.
- Experience in managing moderately complex client accounts.
- Experience in BOKF approved strategies
- Understanding of investment tax reporting including cost basis tracking and capital gains treatment
- Knowledge of various securities and investment related products and services (i.e. stocks bonds mutual funds separately managed accounts international and alternative investments).
- Knowledge of the different types of investment accounts (i.e. trust retirement agency institutional etc.) and levels of authority (i.e. directed joint discretionary etc.) and the implications on trading activity
- Ability to communicate with Investment Advisor Trust Advisor Relationship Manager and/or professional staff (legal and tax counsel) regarding financial plans investment strategies and the related tax implications of our proposed solutions
- Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting
- Excellent decision making and problem-solving skills
- Excellent oral written and communication skills including interpersonal skills
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:
Manager
Employment Type
Full-Time
