Experience:
3-5 years of experience
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Employment Type:
Full time
Posted:
6/6/2016
Job Category:
Finance
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Investment Manager I
BOK Financial | Olathe, Kansas
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Job Description

Req ID: 11862 

Areas of Interest: Investments; Portfolio Management; Wealth 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.                  .

The Investment Manager I supports investment activities for investment management group in local market and is responsible for asset management of trust client portfolios. The position also establishes asset allocation, reviews assets, recommends changes and sets investment objectives.

PRINCIPLE DUTIES AND RESPONSIBILITIES:
  1. Provides support, including but not limited to, security transactions, quantitative portfolio analysis, research reports, special projects, and report preparation for senior portfolio managers.
  2. Manages client portfolios to maximize investment return commensurate with an acceptable level of risk. Analyzes strategies and portfolios to ensure adherence to investment objectives and maximize investment returns within corporate guidelines. Manages customer accounts in compliance within legal, statutory, and customer guidelines.
  3. Communicates with new and existing clients and administrators about their accounts, securities markets, and economic events, including the reporting of investment activity and performance.
  4. Consults with clients to develop investment objectives; provides advice and guidance to customers; keeps abreast of legal and tax consequences of investment decisions and strategies. Reviews accounts and assets regularly; explains investment decisions to clients.
  5. Studies research to keep abreast of current trends in portfolio management. Keeps informed of developments in the capital markets.
  6. Prepares reports and presentations (includes overheads and slides) for own client and prospect meetings.
  7. Initiates action to affect required purchases and sales of securities; executes discretionary security trades.


KNOWLEDGE, SKILLS and ABILITIES:
  • Knowledge of various securities and investment-related products and services i.e. domestic stocks, taxable bonds, tax free bonds, mutual funds, and international stocks
  • Knowledge of investment-related statistical reporting and performance measurement
  • Ability to prepare client and new business presentation material, including strong working knowledge of spreadsheet and presentation software
  • Strong oral, written and communication skills, including interpersonal skills
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business and 2-4 years related experience or 8-10 years equivalent experience in financial markets.

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.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

About BOK Financial

BOK Financial Corporation (BOK Financial) is a financial holding company. BOK Financial offers banking services in Oklahoma, Dallas, Fort Worth and Houston, Texas, Albuquerque, New Mexico, Northwest Arkansas, Denver, Colorado, Phoenix, Arizona and Kansas City, Missouri/Kansas. Its principal subsidiaries include Bank of Oklahoma, N.A. (BOk), Bank of Texas, N.A., Bank of Albuquerque, N.A., Bank of Arkansas, N.A., Colorado State Bank and Trust, N.A., Bank of Arizona, N.A. and Bank of Kansas City, N.A. Other subsidiaries include BOSC, Inc., a broker/dealer that engages in retail and institutional securities sales and municipal bond underwriting. BOK Financial operates three principal lines of business: commercial banking, consumer banking and wealth management. (Source: 10-K)

This company profile was created by AfterCollege and is about BOK Financial. This page is not endorsed by or affiliated with BOK Financial. For questions regarding company profiles, please email: care@aftercollege.com.