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Investment Manager II - ISG

Houston, TX, US

Req ID: 62989 

Job Location: Houston Houston TX 

Areas of Interest: Investment 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.                  .

Bonus Type

Formula Based


You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business. 

About the Role

As an Investment Manager II you will manage simple to  more moderately complex investment portfolios of all different types. You will partner with front line officers to provide support in security transactions, quantitative portfolio analysis, research reports, special projects and report preparation for senior investment managers.

You will handle accounts and work under senior staff for guidance. Partnering with Relationship Managers, Client Advisors, Private Bankers, Trust Officers and clients to deliver solutions based on organizational investment philosophy and customer objectives.

What You Can Expect

Each day will bring variety. You are managing client portfolios and working to maximize investment return with an acceptable level of risk. This will include completing required oversight reports on a timely and accurate basis.

You will grow your capabilities by actively participating in opportunities to expand your knowledge, influence others, and develop your interpersonal skills. You will have opportunities to participate in training, engage in self-improvement initiatives, and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. Coaching and feedback sessions will help you achieve desired results. This position provides a great foundation for further career advancement within Wealth Management of BOKF.

Team Culture

Our Investment Philosophy “We want to understand what money means to you and the purpose you want it to service, so together we can set an appropriate investment objective and help you work towards your long term goals.” We utilize three pillars to apply our philosophy:

  • Relationships are built on knowledge
  • Our process leads to objective advice
  • Proactive oversight and communication produce results

We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, support each other and pursue excellence. We are a fun group! We participate in group learning and idea sharing, and practice candid communication through our open-door policy. Problems are brought to the surface, and so are solutions; we’re receptive to feedback and use constructive criticism. We believe in personal and shared accountability.

How You'll Spend Your Time


  • You will provide support and manage client portfolios.
  • You will proactively communicate with existing clients and administrators about their accounts including the reporting of investment activity and performance.
  • You will study research and trends in portfolio management and stay informed of developments in the capital market.
  • You will consult with clients to develop investment objectives and provide guidance. You will stay abreast of the market and economy and be able to provide advice of legal and tax consequences of investment decisions.
  • You’ll prepare reports and presentations for your own client meetings.

We'd Like to Talk to You

RESULTS ORIENTED: You show initiative as you focus on the desired deliverables, while meeting and exceeding your goals.

PROBLEM SOLVER: You find solutions to difficult and complicated customer concerns.

COMMUNICATION: You’ll need exceptional verbal and written communication to express yourself clearly and concisely to clients, including C-level audiences.

COLLABORATION: Enjoy working in teams and across departments with a proficiency to follow-up and follow-through.

FORWARD-THINKING: Staying up to date with the market and economy you anticipate the implications and consequences of situations and take appropriate actions, and prepare for possible contingencies.

TECHNICAL EXPERTISE: You leverage your proficiencies to learn our systems, processes, and procedures.

POSITIVE ATTITUDE: You enjoy working with others and remain positive in a fast-paced work environment.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business and 4-6 years’ experience in portfolio management, or 9-11 years equivalent work experience.


Completion, or progress toward completion, of the CFA, CFP, CIMA or equivalent.

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.

Please contact recruiting_coordinators@bokf.com with any questions. 


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.


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


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.


  • 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

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

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