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Alternative Investments Analyst II

Tulsa, OK, US

Req ID: 67823 

Job Location: Tulsa, Denver , Dallas Tulsa OK 

Areas of Interest: Investment Management 

Colorado Base Salary Range: 85,000 - 125,000 

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

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 advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Relationship Banker. You’ll be positioned for a great career!

Job Description

The Alternative Investments Analyst II is responsible for assisting in all phases of product management and use of alternative asset classes as well as coordinating and leading the development and implementation of one or more asset classes.  The scope of the products includes hedge funds, private equity, private real estate and other non-listed securities.  Intensively involved in the sourcing, due diligence, investigation, review and oversight for alternative investments.  Makes recommendations on the approval of investments and their applicability to individual client portfolios. Serves as an important liaison to the portfolio management group for their use of alternative products.  Makes presentations to sophisticated High Net Worth clients on Alternative Investments.

Team Culture

We celebrate each other’s wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together. 

How You'll Spend Your Time

  • You will work with the Alternative Investment Products to measure performance and oversee a database of prospective investments 
  • You will network with internal customers and educate on alternative investments
  • You will serve as a leader and liaison for select external management 
  • You will oversee hedge fund investments and manage the rebalancing of existing investments 

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business and 5-6 years of experience in the alternative investment area or a Master’s Degree in Business and 2-3 years of related work experience or 11 - 12 years of equivalent work experience.  A CAIA Charter is strongly desired for this position and a CFA is desired for this position.  

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: Tulsa
Nearest Secondary Market: Oklahoma

Job Segment: Private Equity, Bank, Banking, CFA, Equity, Finance

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