Investment Manager

BOK Financial; Fort Worth (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Formula Based

Job summary

BOK Financial is seeking an Investment Manager to manage portfolios within established guidelines and collaborate with Wealth Advisors and Trust Officers to align client objectives with approved strategies.

The role emphasizes portfolio optimization, market communication, and compliance, with opportunities to contribute to strategic investment decisions and client service excellence in a trusted financial institution.

Qualifications

• Bachelor's degree in business or related field required with 1–3 years of related investment experience or 4–6 years of investment experience.
• Experience managing moderately complex client accounts and understanding investment tax reporting (cost basis tracking, capital gains).
• Knowledge of securities and investment products (stocks, bonds, mutual funds, SMAs, international and alternative investments).
• Knowledge of different investment account types (trust, retirement, agency, institutional) and trading authority implications.
• Strong communication with Investment Advisor/Trust Advisor/Relationship Manager and related staff on financial plans and tax implications.
• Excellent decision-making with data interpretation and regulatory reporting impact; strong oral and written communication skills.

Responsibilities

• Manage investment portfolios to optimize returns while controlling risk.
• Analyze asset allocation and portfolio performance to align with objectives.
• Communicate market trends, account performance, and activity with clients.
• Adhere to corporate risk management and compliance guidelines.
• Present investment strategies and capabilities to internal and external stakeholders.
• Prepare data and analytics reports to support investment decisions.
• Build strong internal relationships and deliver high-quality professional services with guidance from senior staff.

Skills

Portfolio management

Client communication

Investment strategy

Risk management

Financial analysis

Education

Bachelor's degree in business or related field

1–3 years of related investment experience or 4–6 years of investment experience

Job description

Areas of Interest: Portfolio Management; Finance; Investment Management

Pay Transparency Salary Range: Not Available

Application Deadline: 09/27/2026

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

We offer a diverse range of financial solutions for businesses, individuals, and institutions, continually expanding our portfolio of services and clients. If you're passionate about wealth management and eager to join a forward-thinking organization, we want to hear from you. Our team is committed to providing exceptional, tailored wealth management solutions, fostering strong relationships, and helping clients achieve their long-term financial goals.

Job Description

The Investment Manager manages simple to moderately complex 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

Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients.

How You’ll Spend Your Time

• You will manage investment portfolios to optimize returns while maintaining acceptable levels of risk.
• You will analyze asset allocation and portfolio performance to ensure alignment with investment objectives.
• You will communicate proactively with clients about market trends, account performance, and investment activity.
• You will adhere to all corporate risk management and compliance guidelines.
• You will present the company's investment strategies and capabilities to internal and external stakeholders.
• You will prepare and coordinate the completion of data and analytics reports to support investment decisions.
• You will build strong internal relationships and deliver 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 1-3 years of directly related experience in investments and/or 4-6 years of experience in investments or equivalent combination of education and experience.

• Experience in managing moderately complex client accounts.
• Experience in BOKF approved strategies
• Understanding of investment tax reporting, including cost basis tracking and capital gains treatment
• Knowledge of various securities and investment related products and services (i.e. stocks, bonds, mutual funds, separately managed accounts, international and alternative investments).
• Knowledge of the different types of investment accounts (i.e. trust, retirement, agency, institutional, etc.) and levels of authority (i.e. directed, joint, discretionary, etc.) and the implications on trading activity
• Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions
• Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting
• Excellent decision making and problem-solving skills
• Excellent oral, written and communication skills, including interpersonal skills

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!

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.