Alternative Investments Analyst

Bonus Type

Summary

For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value, they offer diverse, personalized, and responsive services, along with innovative and value-added offerings, delivering excellence and fostering growth for investors, employees, and the community.

Job Description

The Alternative Investments Analyst is responsible for the sourcing, due diligence, monitoring, and implementation of alternative investments. The scope of the investments includes hedge funds, private equity, private real estate, and other non-listed securities. The analyst underwrites fund investments and provides assistance, commentary, and recommendations to the client advisory channels regarding fund implementation in investment portfolios.

Team Culture

Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients.

How You'll Spend Your Time

• You will monitor, measure, and report on alternative investments’ performance.
• You will source new potential additions to the alternative investments platform, and you will underwrite these potential additions.
• You will negotiate terms with external alternative investment managers and consultants and communicate performance issues.
• You will advise portfolio management personnel on presenting alternative investments to clients.
• You will present tailored recommendations on alternative investment products to clients and bank personnel.
• You will participate in strategic planning and asset allocation decisions for alternative investments.

Education & Experience Requirements

The Alternative Investments Analyst position requires completion of a bachelor’s degree (preferably in Business, Economics, or Finance). Relevant work experience is preferred. A CFA or CAIA charter (or progress toward earning these charters) is preferred.

SKILLS:

• Excellent oral and written communication skills; ability to relate to both technical and non-technical contacts at all levels.
• Excellent PC skills including proficiency in Excel and the ability to utilize and learn other Alternative Asset-related software.
• Proficiency in statistics and mathematics.
• Ability to handle complex tasks, good analytical and problem-solving skills.
• Excellent organizational and time management skills.