Apply on Employer Site

BOK Financial · 2 weeks ago

SIA Portfolio Manager I (Fixed Income)

Tulsa, OK

Full-time

Onsite

Entry, Mid Level

2+ years exp

BOK Financial Corporation is a trusted industry leader in investment management and wealth management. The SIA Portfolio Manager I is responsible for conducting fixed income manager research and due diligence, implementing multi-asset strategies, and delivering investment insights to the Wealth Management Division.

BankingCredit CardsFinancial Services

Hiring Manager

Sarah Harvey

Responsibilities

You will conduct fixed income manager research and provide recommendations for proprietary wealth portfolios, trusts and to maximize risk-adjusted returns

You will conduct investment manager research, selection and oversight for the following: evaluation, selection and monitoring investment managers, and write-ups on recommendations

You will participate in manager research meetings to understand/validate underlying fund’s investment strategy, positioning and key characteristics

You will meet with and evaluate prospective investment managers for potential inclusion on Select List, partner with 3rd party research providers for relevant investment ideas and trends to be shared with the broader investment team

You will contribute to the communication of investment managers and provide investment perspectives

Qualification

Fixed Income Manager ResearchInvestment Manager SelectionCFA Charter MembershipQuantitative AnalysisPortfolio ManagementInterpersonal SkillsCommunication Skills