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Portfolio Manager I

Company: BOK Financial
Location: Tulsa
Posted on: October 16, 2020

Job Description:

Req ID: 56261
Areas of Interest: Finance; Investment Management; 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 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.
PRINCIPAL DUTIES AND RESPONSIBILITIES

- Conduct manager research and provide recommendations for proprietary wealth portfolios, common and collective trusts, etc. (including the MAP and SAF funds and other single and multi-asset strategies) to maximize risk-adjusted returns.
- Conduct investment manager research, selection and oversight for the Select List including the following; evaluation, selection and monitoring investment managers, write-ups on recommendations (selection, status, etc.), participate in manager research meetings to understand/validate underlying fund's investment strategy, positioning, and key characteristics, meet with and evaluate prospective investment managers for potential inclusion on Select List, partner with 3rd-party research providers for relevant investment ideas and trends to be shared with broader investment team.
- Responsible for trading, account management, and portfolio implementation process across all managed strategies; initiates sales/purchases in client accounts and executes discretionary trades; establish and maintain thorough processes and workflow documents.
- Assist with research on quantitative and technical decision making models; contribute to the idea-generation and ongoing research process across a wide variety of asset classes, sectors, capitalization, styles and regions.
- Contribute to the communications of investment managers; provide the team's investment perspectives, key positioning, trade rationale, and performance profile for internal communications.
KNOWLEDGE, SKILLS and ABILITIES:
- Thorough knowledge of various securities and investment related products and services
- Thorough knowledge of performance measurement and attribution techniques
- Ability to communicate with client, Trust Officer, Relationship Manager, and/or professional staff regarding complex financial plans, investment strategies and the related tax implications of our proposed solutions
- Knowledge of the different types of investment accounts and levels of authority and the implications on trading activity
- Understanding of the tax and psychological impact investment transactions can have on client accounts
- Experience executing investment transactions without trading errors
- Ability to prepare client and prospect presentation material
- Ability to deliver persuasive presentations on investment strategies to internal and external clients
- Knowledge of modern portfolio theory and portfolio optimization techniques
- Advanced knowledge of Excel
- Excellent analytical and problem solving abilities
- Experience with investment related software
- Works well in a team environment; self-motivated; results oriented; ability to multi-task
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.
PREFERRED:
Master's Degree and/or relevant industry designation (i.e. Chartered Financial Analyst)
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.
Please contact recruiting_coordinators@bokf.com with any questions.

Keywords: BOK Financial, Tulsa , Portfolio Manager I, Executive , Tulsa, Oklahoma

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