Fixed Income Portfolio Manager III
Fixed Income Portfolio Manager III
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Job Description
Req ID:76869
Location:Tulsa -TUL
Areas of Interest:Investment Management; Portfolio Management; Wealth Management
Pay Transparency Salary Range:Not Available
Application Deadline:09/04/2025
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
For more than a century BOK Financial Wealth Management has grown alongside its clients establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Our dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value we offer diverse personalized and responsive services along with innovative and value-added offerings delivering excellence and fostering growth for investors employees and the community.
Job Description
The Fixed Income Portfolio Manager III is primarily responsible for managing taxable and tax-exempt bond portfolios in a close collaborative effort with the Senior Fixed Income Portfolio Manager. Additionally the position will manage mutual funds common funds and individual bond portfolios; develop and manage special projects in the fixed income management program.
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 bond portfolios with discretion aligning with strategies set by the Senior Fixed Income Portfolio Manager to optimize returns within acceptable risk levels.
- You will analyze securities and portfolios to ensure compliance with investment objectives and internal guidelines.
- You will oversee customer portfolios in accordance with legal and statutory requirements.
- You will mentor junior staff reviewing their research and recommendations for suitability.
- You will stay current on market developments and use research to make informed investment decisions and execute trades.
- You will adhere to strict compliance standards set by regulatory bodies and internal policies.
- You will contribute to investment strategy policy updates and annual credit reviews including maintaining detailed credit files.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelors Degree in Business and 7-10 years portfolio management experience or 15 years equivalent experience in financial markets.
- Extensive knowledge of credit analysis and economic analysis
- Extensive knowledge of fixed income securities trading delivery and accounting.
- CFA designation required
- Very strong oral written and communication skills including interpersonal skills
- Excellent PC skills including word processing and spreadsheet applications
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
