- 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 pro-actively communicate with clients about their investment activity, account performance, securities markets, and economic trends.
- 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 .
- Experience in managing medium- to 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
-
Investment Manager
3 days ago
BOK Financial Houston, United StatesReq ID: 75019 · Location: Houston -HOUS · Areas of Interest: Investment Management; Finance; Portfolio Management; Wealth Management · Pay Transparency Salary Range: Not Available · Application Deadline: 07/31/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Fina ...
-
Investment Manager
1 week ago
BOK Financial Houston, United StatesPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Select how often (in days) to receive an alert: · Areas of Interest: · Investment Management; Finance; Portfolio Management; Wealth Management · Pay Transparency Salary Range: · Not Av ...
-
Investment Manager
3 weeks ago
BOK Financial Houston, United StatesReq ID: · 75019 · Location: · 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, N ...
-
M&A and Investments Manager
6 days ago
LVI Associates Houston, United StatesTitle: M&A and Investments Manager · Location: Houston, TX (Hybrid Schedule) · Job Overview: · In this role you will develop business cases and provide project financial analyses to guide investments for greenfield projects and M&A activities. This position allows for a hybrid wo ...
-
Investment Accounting Manager
2 days ago
Creative Financial Staffing Houston, United StatesWhy should you consider this Accounting Manager role? · Join a prestigious private investment and management firm headquartered in Houston. · Work with an expansive portfolio of commercial real estate assets valued over $10 billion. · Experience our collaborative leadership ...
-
Senior Investment Manager
3 weeks ago
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, N ...
-
investment and treasury manager
3 weeks ago
InsideHigherEd Houston, United StatesSecurity Sensitive Position?:Yes · Hours of Work:8:00 AM - 5:00 PM M-F · Posting Number:TSU203124 · Official TSU Title:INVESTMENT AND TREASURY MANAGER · Grant Title:N/A · Job Description Summary / TWC Summary:Supervises the investment and treasury functions of the university incl ...
-
Senior Investment Manager
3 days ago
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 Available · Application Deadline: 07/31/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Fina ...
-
Investment Accounting Manager
1 week ago
Creative Financial Staffing Houston, United StatesWhy should you consider this Accounting Manager role? · Join a prestigious private investment and management firm headquartered in Houston. · Work with an expansive portfolio of commercial real estate assets valued over $10 billion. · Experience our collaborative leaders ...
-
Investment Manager
4 weeks ago
XAG Group Houston, United StatesAbout Us: XAG Group is a commercial development firm that is multidivisional: Commercial Real Estate Sales & Leasing, Property Management, Capital Investments, and Development. Dedicated to creating expectational developments around the Greater Houston Area, specializing in retai ...
-
Investment Manager
3 weeks ago
Bank of Oklahoma Houston, United StatesReq ID: 75019 Location: 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 BO Manager, Investment, Financia ...
-
Investment Manager
1 week ago
BOK Financial Houston, United StatesReq ID: 75019 · Location: 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 Fina ...
-
Investment Manager
1 week ago
Talisman Advisory Partners Houston, United StatesOur client is a battery storage developer based out of Texas. They are looking at bringing on an Investment Manager / M&A Associate to help continue their exciting growth. · Responsibilities: · Support the execution of M&A transactions end-to-end, including deal sourcing, valuat ...
-
Investment Manager
2 weeks ago
talisman advisory partners Houston, United StatesOur client is a battery storage developer based out of Texas. They are looking at bringing on an Investment Manager / M&A Associate to help continue their exciting growth. · Responsibilities: · Support the execution of M&A transactions end-to-end, including deal sourcing, valua ...
-
Investment Manager
3 weeks ago
BOK Financial Houston, United StatesReq ID: 75019 · Location: 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 Financia ...
-
Investment Manager Job Details
2 weeks ago
BOK Financial Houston, United StatesReq ID: · 75019 · Location: · 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 BO ...
-
Investment Operations Manager
3 weeks ago
Motion Recruitment Houston, United StatesInvestment Operationa Manager · 12 Month Contract (Possible extension or Contract-to-Hire) · Location: Hybrid - (Houston - Greenway Plaza) · *Must be able to work onsite 3 days per week. · *Must be able to work on W-2 basis · *Must be local to the Houston, TX area · Job Descripti ...
-
Senior Investment Manager
3 weeks ago
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 ...
-
Senior Investment Manager
1 week ago
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 Available · Application Deadline: 06/05/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Fina ...
-
Investment Operations Manager
2 weeks ago
Motion Recruitment Houston, United StatesInvestment Operationa Manager · 12 Month Contract (Possible extension or Contract-to-Hire) · Location: Hybrid - (Houston - Greenway Plaza) · *Must be able to work onsite 3 days per week. · *Must be able to work on W-2 basis · *Must be local to the Houston, TX area · Job Des ...
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.Consults with Wealth Advisors and/orTrust 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. 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
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.
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. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career
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 .comwith any questions.
Houston, TX, US, 77001
#job- { display: inline; }
var _apply = _apply || []; var _applybase = ''; (['setKey', 'ikkqqjktpbzbacuifzyr']); (['start']); (function() { var apply = document.createElement('script'); = 'text/javascript'; = true; = ''; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(apply, s); })();
Investment Manager professionals in Houston
-
Kristopher W. McDowell
Event Producer and Executive Planner