Senior Investment Manager

Company: BOK Financial Corporation
Location: Houston
Posted on: March 20, 2025

Job Description:

If you encounter any issues while trying to apply for a position, please email us at recruiting_coordinators@bokf.com.Senior Investment ManagerLocation: Austin, TX; Houston, TX; Fort Worth, TX; San Antonio, TX; Grapevine, TX; McKinney, TX; Woodlands, TXAreas of Interest: Investment ManagementPay Transparency Salary Range: Not AvailableBOK Financial is a top U.S.-based financial services holding company with operations in multiple states. The company has diversified into a variety of industries, businesses, and geographies.Bonus TypeFormula BasedSummaryYou place great value on building meaningful relationships and find satisfaction in helping others by offering sound financial advice. Bring your knowledge, skills, and abilities to us as an Investment Manager.Job DescriptionThe Investment Manager III manages difficult or complex investment portfolios for fiduciary accounts and investment agency relationships. This position is expected to develop and close new business opportunities.Team CultureWe are a collaborative, conscientious, and goal-oriented team. We value initiative and care about the quality of our work. Mentorship within the team is common and provides growth opportunities.How You'll Spend Your Time

• You'll communicate with clients regarding their accounts and market conditions.
• You'll prepare presentations for client meetings.
• You'll provide support for security transactions, analyze portfolios, and prepare reports.
• You'll keep up-to-date on trends in portfolio management.
• You'll consult with clients to develop investment objectives and manage their investment return.Education & Experience RequirementsThis level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or related field and 6-8 years of directly related experience in investments, or 12-14 years of equivalent combination of education and experience.BOK Financial Corporation Group is committed to providing equal employment opportunities for all qualified applicants and employees.Investing in our talent and building a great workplace is a top priority for us.Base salary range explanation: The base salary range represents an average range for this position. Actual offers will be based on the candidate's qualifications, skills, experience, and education.About BOK Financial CorporationFor more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Facts:
  • Operations focused in an eight-state footprint
  • 4,800 team members
  • $49 billion in assets
  • $100 billion in assets under management and administration
  • $6.1 million donated to local nonprofits in 2022
  • 33,000+ volunteer hours by our employees in 2022
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Keywords: BOK Financial Corporation, Houston , Senior Investment Manager, Executive , Houston, Texas