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BOK Financial · 2 days ago

Investment Management Associate

Tulsa, OK

Full-time

Onsite

Mid Level

4+ years exp

BOK Financial Corporation is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. The Investment Management Associate is a non-client-facing role focused on portfolio implementation and trading, supporting the client-facing investment team by constructing and managing portfolios, executing trades, and ensuring operational processes are completed accurately and efficiently.

BankingCredit CardsFinancial Services

Responsibilities

You will focus on strategic initiatives to be marketed and communicated externally to large clientele

You will work with internal partners to drive and coordinate all communication

You will be responsible for writing and coordinating any type of needed communication

You will work as a liaison to leverage resources provided and creatively express them to external partners and clients

You will be the 'go-to' for all marketing and communication needs and will own and coordinate the road map for initiatives

Qualification

Financial markets knowledgeInvestment-related productsPresentation softwareSpreadsheet softwareMulti-taskingInterpersonal communicationTeam collaborationSelf-motivatedResults oriented

Required

Bachelor's Degree in Business Administration

4-6 years equivalent experience in financial, accounting, or other markets

Knowledge of and/or willingness to learn various securities and investment-related products and services, i.e. domestic stocks, taxable bonds, tax-free bonds, mutual funds, and international stocks

Knowledge of mutual funds or finance-related analytical experience

Ability to prepare presentation material, including strong working knowledge of spreadsheet and presentation software

Ensures that information is always presented in a thorough and accurate manner; precisely captures information to complete work accurately; focuses on the smaller elements and/or the fine points of material or processes

Proficient PC and software skills

Excellent interpersonal, verbal, and written communication skills

Works well in a team environment; self-motivated; results oriented

Flexibility to handle multiple tasks simultaneously in a competent and professional manner