BOK Financial · 1 week ago
Senior Investment Manager
Austin, TX
Full-time
Onsite
Senior Level
6+ years expBOK Financial is a top U.S.-based financial services holding company headquartered in Tulsa, Oklahoma. The Investment Manager III is responsible for managing complex investment portfolios and plays a key role in developing new business opportunities.
BankingCredit CardsFinancial Services
Responsibilities
You’ll communicate with new and existing clients and administrators regarding their accounts, securities markets, and economic conditions
You’ll prepare presentations for your client and prospect meetings
You’ll provide support for security transactions, analyze portfolios, provide research reports, work on special projects, prepare reports for senior investment managers, and keep us compliant
You’ll keep up-to-date on trends in portfolio management and capital markets
You’ll consult with clients to develop investment objectives and review accounts and assets regularly and manage their investment return
Qualification
Required
Bachelor's Degree in Business or related field of study
6-8 years of directly related experience in investments or 12-14 years equivalent combination of education and experience
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
The Journal Record
2025-12-29
The Journal Record
2025-12-25
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