Req ID:75253 Location:Denver -DEN, Dallas -DAL, Houston -HOUS, Frisco -FRIS, Plano -PLAN Areas of Interest:Portfolio Management; Investment Management; Trading Pay Transparency Salary Range:$100,000 - $120,000 Application Deadline:08/15/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type

Formula Based

Summary

Job Description

The Portfolio Manager is responsible for working directly with BOK Financial Private Wealth Inc. advisors to manage high net worth client accounts.

Team Culture

How You'll Spend Your Time

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree in Business, Finance or Accounting and 4-6 years of financial markets experience/investment analysis or 8+ years equivalent work experience managing the wealth of high net worth/ultra-high net worth individuals and family client relationships Experience with tracking and implementing client investment portfolios. Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting. Very high attention to detail. Strong knowledge of Excel. Understanding of investment tax reporting, including cost basis tracking and capital gains treatment. Team player with the flexibility to independently manage work and assist with cross-department projects. Experience with software such as Bloomberg, Morningstar, Portfolio Center, Tamarac Rebalancer, Junxure, Fixed Flyer BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply todayand take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status. Please contactrecruiting_coordinators@bokf.comwith any questions.

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.