Senior Investment Manager

Bonus Type

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 III manages difficult or complex investment portfolios for a mix of larger fiduciary accounts and investment agency relationships with broad investment strategy authority within established investment policy guidelines.  This position is expected to play a key role in the development and closing of new business opportunities and to be viewed as a source of new account growth.

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’ll communicate with new and existing clients and administrators regarding their accounts, securities markets, and economic conditions.
• You’ll prepare presentations for your client and prospect meetings.
• You’ll provide support for security transactions, analyze portfolios, provide research reports, work on special projects, prepare reports for senior investment managers, and keep us compliant.
• You’ll keep up-to-date on trends in portfolio management and capital markets.
• You’ll consult with clients to develop investment objectives and review accounts and assets regularly and manage their investment return.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related field of study and ­­6-8 years of directly related experience in ­­­­­­­­­­­­investments or 12-14 years equivalent combination of education and experience.