Investment Manager I - ISG at BOK Financial

Bonus Type

Summary

You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service. Your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit, across various lines of business. 

Job Description

The Investment Manager I – Investment Services Group (“ISG”) manages simple to moderately complex investment portfolios for primarily fiduciary (irrevocable and revocable trust) accounts as well as agency and IRAs.  Investment Manager I generally hands smaller accounts, works under the direct supervision of management or more senior staff.   Consults with Relationship Manager, Wealth Advisor, Private Banker, Trust Officer and client to deliver solutions based on organizational investment philosophy and customer objectives.  Provides an open architecture approach based upon the guidance list of strategies overseen and approved by the BOKF investment process (Wealth Portfolios, mutual funds, ETF’s, SMA’s, alternative investments, etc.). May have limited interaction with tax attorney’s and/or accountants or other outside client based relationships. Investment Manager I has minimal expectation to assist in new business development and may also develop and leverage internal partnership opportunities. Advancement from this position will be based upon success in achieving the above goals, additional experience, and the pursuit of additional professional credentialing.

Team Culture

We are committed to our clients and partners. Our mission is to deliver the highest quality service with integrity, knowledge, and award-winning service.

We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, support each other and purse excellence. We are a fun group! We participate in group learning and idea sharing, and practice candid communication through our open-door policy. Problems are brought to the surface, and so are solutions; we’re receptive to feedback and use constructive criticism. We believe in personal and shared accountability.

How You'll Spend Your Time

• You will provide support and manage client portfolios.
• You will proactively communicate with existing clients and administrators about their accounts, including the reporting of investment activity and performance.
• You will study research and trends in portfolio management and stay informed of developments in the capital market.
• You will consult with clients to develop investment objectives and provide guidance. You will stay abreast of the market and economy and be able to provide advice of legal and tax consequences of investment decisions.
• You’ll prepare reports and presentations for your own client meetings.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business and 1-3 years related experience or 7-9 years equivalent experience in financial markets.

Preferred:

Pursuit of professional credentialing such as CFA, CFP, CIMA, or equivalent.

Working Conditions & Physical Requirements