Investment Strategist- PW

About the role

BOK Financial Wealth Management has been a leader in the financial world for over a century, offering cutting-edge products and personalized services to both institutional and personal clients.

Responsibilities

• Manage investment portfolios to maximize returns within established guidelines.
• Analyze portfolios and asset allocation to ensure adherence to investment objectives.
• Communicate with clients about investment activity, account performance, and market trends.
• Create and lead the data and analytics reporting plan, presenting insights and recommendations to stakeholders.
• Adequately manage relationships with internal clients, acting as a business partner and subject matter expert.
• Maintain external accreditations and stay updated on industry best practices through continuous learning and professional development.

Requirements

• Completion of a Bachelor’s Degree in Business or a related field, with 6-8 years of directly related experience in investments or 8-10 years of experience in investments.
• Experience managing large-sized client accounts.
• Understanding of BOKF approved strategies and investment tax reporting.
• Knowledge of various securities and investment-related products and services, including stocks, bonds, mutual funds, and alternative investments.
• Understanding of different types of investment accounts and levels of authority.
• Excellent decision-making and problem-solving skills, with the ability to communicate with advisors and legal/tax professionals.

Qualifications

• Strong educational background in business or related fields.
• Proven experience in managing investment portfolios.
• Comprehensive knowledge of investment tax reporting and securities.
• Effective communication and interpersonal skills.

Skills

• Proficiency in data analysis and reporting.
• Ability to work independently and make informed decisions.
• Expertise in managing client relationships and strategic planning.
• Knowledge of relevant regulations and industry best practices.

Benefits

BOK Financial Corporation Group offers a stable and financially strong environment with excellent training and development opportunities to support long-term career growth.

Pay

$160,000-$180,000 plus incentive

Schedule

N/A