Portfolio Manager I

Description:

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.

Team Culture

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

Grow your capabilities by actively participating in opportunities to expand your knowledge, influence others, and develop your interpersonal skills.

How You'll Spend Your Time

• You will conduct investment manager research and due diligence including the selection and monitoring of managers as well as writing commentaries on those managers to share with internal business partners and external clients.
• You will participate in manager research meetings to understand/validate underlying fund’s investment strategy, positing and key characteristics
• You will meet with and evaluate prospective investment managers for potential inclusion on Select List, partner with 3rd party research for relevant investment ideas and trends to be shared with broader investment team
• You will provide recommendations for fund-of-funds strategies in regards to what managers should used.
• You will contribute to the communication of investment managers and provide investment perspectives