Investment Manager

BOK Financial Corporation; Fort Worth (TX); Hybrid; USD 75,000 - 120,000; Full time

Job summary

BOK Financial Corporation is seeking an Investment Manager in Fort Worth, TX, to manage simple to moderately complex portfolios within corporate guidelines and investment committee strategies. You will consult with Wealth Advisors and Trust Officers to tailor client objectives and strategies.

The role emphasizes collaboration, risk awareness, and adherence to regulatory requirements, with opportunities to interact with senior colleagues and clients to drive outcomes.

Qualifications

• Bachelor's degree in business or related field with 1–3 years of investments experience.
• Alternatively, 4–6 years of investments experience or an equivalent education/experience mix.
• Experience managing moderately complex client accounts; knowledge of investment tax reporting and securities/investment products.

Responsibilities

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

Skills

Communication

Decision Making

Analytical Skills

Interpersonal Skills

Problem Solving

Education

Bachelor's degree in business or related field

Equivalent combination of education and experience

Job description

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Investment Manager

Location: Fort Worth -FTWT

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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Fort Worth
Nearest Secondary Market: Dallas
Job Segment: Investment, Risk Management, Relationship Manager, Manager, Banking, Finance, Customer Service, Management