Investment Manager III

Date: Dec 22, 2017

Location: Denver, CO, US

Req ID: 40205 

Areas of Interest: Wealth Management 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

PREFERRED OFFICE LOCATION FOR THIS POSITION IS COLORADO SPRINGS (NORTH)

The Investment Manager III is primarily responsible for asset management of key clients and sophisticated investment accounts, reviews assets, recommends changes and sets investment objectives.

PRINCIPLE DUTIES AND RESPONSIBILITIES:

  1. Manages bond and equity portfolios for the most sophisticated clients to maximize investment returns commensurate with an acceptable level of risk. Analyzes securities, portfolios, and asset allocation to ensure adherence to investment objectives and maximize investment returns within client and investment management group guidelines.
  2. Presents to prospects and consultants the capabilities of the Investment Management Group. Works with sales people from other areas of the Trust Company to present asset management group abilities.
  3. Communicates with new and existing clients and administrators about their account, securities markets and economic trends which includes the reporting of investment activity and performance.
  4. Studies research to keep abreast of current trends. Makes security selection and stays informed about developments in security markets using fundamental and or technical analysis.
  5. Consults with clients to develop investment objectives, provides advice, stays abreast of tax and legal issues concerning the impact upon the investment process. Reviews accounts and assets on a regular basis.
  6. Attends and contributes to investment policy committees and regulation 9 investment review meetings.
  7. Assists in setting investment strategy for the investment management group. Assists in review and creation of investment policy and procedures.

 

 


KNOWLEDGE, SKILLS and ABILITIES:

 

 

  • Thorough knowledge of various securities and investment related products and services i.e. stocks, bonds, mutual funds, and international investing
  • Strong oral, written and communication skills, including interpersonal skills
  • Thorough knowledge of investment related statistical reporting and performance measurement

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business and 5-7 years related experience. In addition, completion, or progress toward completion of the CFA designation.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
 

Apply today and take the first step towards your next career opportunity!
 
BOK Financial is an equal opportunity employer.  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, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact recruiting_coordinators@bokf.com with any questions. 

 

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