Portfolio Strategy Manager – Grow Client Wealth

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

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.