SIA Portfolio Manager I

Bonus Type

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 I is primarily responsible for research on managers used across all discretionary accounts within Wealth Management and the implementation of the multi-asset strategies developed by the Strategic Investment Advisors (SIA). The broad responsibilities of SIA include institutional consulting / investing, management of proprietary fund of funds and asset allocation strategies, due diligence of traditional investment options, as well as developing and delivering product and market information to the Wealth Management Division.

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 conduct manager research and provide recommendations for proprietary wealth portfolios, trusts and to maximize risk-adjusted returns.
• You will conduct investment manager research, selection and oversight for the following: evaluation, selection and monitoring investment managers, and write-ups on recommendations
• You will participate in manager research meetings to understand/validate underlying fund’s investment strategy, positing and key characteristics
• You will meet with and evaluate prospective investment managers for potential inclusion on Select List, partner with 3rd party research for relevant investment ideas and trends to be shared with broader investment team
• You’ll be responsible for trading, account management, and portfolio implementation across all managed strategies
• You will contribute to the communication of investment managers and provide investment perspectives

Education & Experience Requirements

This level of knowledge is normally acquired through the completion of a Bachelor's Degree in Finance, Economics, Mathematics or other business related areas with strong quantitative and analytical course content and 2+ years related investment experience or 6+ years equivalent experience in the finance industry.

Working Conditions & Physical Requirements