Investment Manager

Company Name: Bank of Oklahoma

Location: Houston, TX, US - 77001

Job Duration: 2024-05-14 to 2024-06-13


Req ID: 75019 

Location: Houston -HOUS 

Areas of Interest: Investment Management; Finance; Portfolio Management; Wealth Management 

Pay Transparency Salary Range: Not Available 

Application Deadline: 06/05/2024

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


You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound financial advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as an Investment Manager. You’ll be positioned for a great career!

Job Description

The Investment Manager manages investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee.   Consults with Wealth Advisors and/or  Trust Officers (if applicable) and client to develop investment strategies based on customer objectives.

Team Culture

We are a collaborative, conscientious, and goal-oriented team. Everyone is equal and treated as such. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities.

We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial’s generous contributions to local organizations and the numerous ways we give back. You’ll be front and center representing the bank and our brand in the market you serve. 

How You’ll Spend Your Time

  • You will manage investment portfolios to maximize investment returns commensurate with an acceptable level of risk; analyze portfolios, and asset allocation to ensure adherence to investment objectives and maximize investment returns within client and investment management group guidelines.
  • You will pro-actively communicate with clients about their investment activity, account performance, securities markets, and economic trends.
  • You will adhere to all established corporate risk & compliance guidelines.
  • You will present to internal & external parties regarding the investment process & capabilities of the company.
  • You will prepare and coordinate the completion of various data and analytics reports.
  • You will build effective working relationships within the internal client organization, while delivering high-quality professional services with guidance from senior colleagues.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 3-5 years of directly related experience in investments and/or 6-8 years of experience in investments or equivalent combination of education and experience.

  • Experience in managing medium- to large-sized client accounts.
  • Experience in BOKF approved strategies
  • Excellent decision making and problem solving skills
  • Excellent oral, written and communication skills, including interpersonal skills

Advertising Source

BOK Financial Corporation Group is 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 today and 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 contact with any questions.