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PWI Portfolio Manager III

Denver, CO, US

Req ID: 71282 

Job Location: Denver, CO Denver CO 

Areas of Interest: Portfolio Management; Trading 

Colorado Base Salary Range: $80,000-$100,000 

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.                  .

Bonus Type

Formula Based

Summary

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Job Description

The Portfolio Manager III is responsible for working directly with BOK Financial Private Wealth Inc. advisors to manage high net worth client accounts.

Team Culture

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

Grow your capabilities by actively participating in opportunities to expand your knowledge, influence others, and develop your interpersonal skills.

How You'll Spend Your Time

  • You will manage specific client portfolios including the implementation, rebalancing, reinvestment of bond proceeds, tax loss harvesting, cash activity and trade execution
  • You’ll research and purchase a variety of investment vehicles including municipal bonds, US Treasury Agency bonds, corporate bonds and inflation – protected securities (TIPS)
  • You will contact brokerage firms to determine the best execution prices for clients
  • You will review and approve trades entered by other analysts for consistency and accuracy
  • You will assist advisers with analyzing existing and prospective client portfolios
  • You’ll assist with the review and generation of client performance reports

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree in Business, Finance or Accounting and 5-7 years of financial markets experience/investment analysis or 10+ years equivalent work experience managing the wealth of high net worth/ultra-high net worth individuals and family client relationships. Preferred:  FINRA Series 65, MBA and/or CFA

  • Fluency with tracking and implementing client investment portfolios.
  • Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting.
  • Very high attention to detail.
  • Strong knowledge of Excel.
  • Understanding of investment tax reporting, including cost basis tracking and capital gains treatment.
  • Team player with the flexibility to independently manage work and assist with cross-department projects.
  • Experience with software such as Bloomberg, Morningstar, Portfolio Center, Tamarac Rebalancer, Junxure, Fixed Flyer

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!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.
 
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.

Please contact recruiting_coordinators@bokf.com with any questions. 


TOP 3 REASONS TO APPLY


Investing in our talent and building a great workplace is a top priority for us.


  • Empowered employees
  • Award-winning culture
  • Community commitment



Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


ABOUT BOK FINANCIAL


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.

FACTS:

  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998



Nearest Major Market: Denver

Job Segment: Bank, Banking, CFA, MBA, Manager, Finance, Management

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