Senior Investment Manager

Bonus Type

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

Job Description

The Senior Investment Manager manages investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee.   Consults with Wealth Advisors and/or Trust Officers (if applicable) and client to develop investment strategies based on customer objectives.

Team Culture

We are a collaborative, conscientious, and goal-oriented team. Everyone is equal and treated as such. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities.

We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial’s generous contributions to local organizations and the numerous ways we give back. You’ll be front and center representing the bank and our brand in the market you serve. 

How You'll Spend Your Time

• You will manage investment portfolios to maximize investment returns commensurate with an acceptable level of risk; analyze portfolios, and asset allocation to ensure adherence to investment objectives and maximize investment returns within client and investment management group guidelines.
• You will pro-actively communicate with clients about their investment activity, account performance, securities markets, and economic trends. 
• You will set and lead execution of the data and analytics reporting plan, create strategies and templates to report data in a meaningful way. Create, present, and communicate high impact data and analytics insights and recommendations to critical internal and external stakeholders
• You will adhere to all established corporate risk & compliance guidelines.
• You will manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and manage the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans
• You will act as a subject matter expert in an area of technology, policy, regulation, or operational management for the team and beyond in the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attend conferences, and read specialist media.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 6-8 years of directly related experience in investments and/or 8-10 years of experience in investments or equivalent combination of education and experience.

• Experience in managing large-sized client accounts.
• Experience in BOKF approved strategies
• Excellent decision making and problem solving skills
• Excellent oral, written and communication skills, including interpersonal skills

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