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PWI Portfolio Manager III

Req ID: 75253

Location: Denver -DEN, Dallas -DAL, Houston -HOUS, Frisco -FRIS, Plano -PLAN

Areas of Interest: Portfolio Management; Investment Management; Trading

Pay Transparency Salary Range: $100,000 - $120,000

Application Deadline: 08/15/2024

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

Job Description

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

Team Culture

How You'll Spend Your Time

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree in Business, Finance or Accounting and 4-6 years of financial markets experience/investment analysis or 8+ years equivalent work experience managing the wealth of high net worth/ultra-high net worth individuals and family client relationships

Experience 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 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 contact recruiting_coordinators@bokf.com with any questions.

Denver, CO, US, 80202 Dallas, TX, US, 75001 Houston, TX, US, 77001 Plano, TX, US, 75023 Frisco, CO, US, 80443

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

BOK Financial Corporation Group adheres to state specific pay transparency requirements.

In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.

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

Nearest Major Market: Denver
Job Segment: Bank, Banking, Manager, Finance, Management

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