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Investment Manager Job Details
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Senior Investment Manager
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BOK Financial Houston, United StatesReq ID: 75021 · Location: Houston -HOUS · Areas of Interest: Investment Management; Finance; Portfolio Management; Wealth Management · Pay Transparency Salary Range: Not Availalbe · Application Deadline: 06/05/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Fin ...
Investment Manager - Houston, United States - BOK Financial
Description
Req ID: 75019Location:
Houston -HOUS
Areas of Interest:
Investment Management; Finance; Portfolio Management; Wealth Management
Pay Transparency Salary Range:
Not Available
Application Deadline: 06/05/2024
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
Formula Based
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. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as an Investment Manager. You'll be positioned for a great career
Job Description
The Investment Manager manages investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee.
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. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities.
We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial's generous contributions to local organizations and the numerous ways we give back. You'll be front and center representing the bank and our brand in the market you serve.
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 and maximize investment returns within client and investment management group guidelines.
You will adhere to all established corporate risk & compliance guidelines.
You will present to internal & external parties regarding the investment process & capabilities of the company.
You will prepare and coordinate the completion of various data and analytics reports.
You will build effective working relationships within the internal client organization, while delivering high-quality professional services with guidance from senior colleagues.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of Bachelor's Degree in business or related field of study and 3-5 years of directly related experience in investments and/or 6-8 years of experience in investments or equivalent combination of education and experience.
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
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.
Please contact with any questions.