Senior Specialty Asset Manager — Complex Asset Portfolios

BOK Financial; Tulsa (OK); On-site; USD 90,000 - 135,000; Full time

Job summary

BOK Financial is seeking a Specialty Asset Manager III to manage and maintain a complex portfolio of non-market traded assets across the United States. This role may supervise others and lead multiple long-term projects in support of the Managing Director and the Specialty Assets and Services Department.

The ideal candidate has a Bachelor’s degree with extensive related experience, expert fiduciary knowledge, and strong communication and analytical skills.

Qualifications

• Bachelor's degree required with 9–11 years’ related experience or 13+ years equivalent work experience.
• Expert knowledge of fiduciary practices and procedures.
• Thorough knowledge of asset management functions for specialty assets (life insurance, tangible assets, closely-held businesses, notes, mortgages).
• Thorough knowledge of laws applying to specialty assets (real estate law, consumer lending, life insurance regulations).
• Proficient with word processing and spreadsheet applications.

Responsibilities

• Maintain and manage a complex portfolio of specialty assets across the United States.
• Provide administrative support and collaborate with Account Officers, Portfolio Managers, and external professionals.
• Review accounts for compliance with regulations and internal policies on a daily basis.
• Lead or support long- and short-term projects within the Specialty Assets & Services Department.

Skills

Fiduciary practices

Contracts & leases

Asset management

Real estate law

Trust law

Professional communication

Reporting & presentations

Word processing

Education

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

Job description

BOK Financial is seeking a Specialty Asset Manager III to manage and maintain a complex portfolio of non-market traded assets across the United States. This role may supervise others and lead multiple long-term projects in support of the Managing Director and the Specialty Assets and Services Department.

The ideal candidate has a Bachelor’s degree with extensive related experience, expert fiduciary knowledge, and strong communication and analytical skills.