BOK Financial · 1 week ago
Manager, Institutional Strategy & Analytics
Albuquerque, NM
Full-time
Onsite
Entry, Mid Level
2+ years expBOK Financial Corporation is a stable and financially strong organization that acts as trusted advisors for clients and communities. They are seeking a Manager for the Institutional Strategy & Analytics team to support discretionary investment management of institutional client portfolios and assist in setting investment strategies.
BankingCredit CardsFinancial Services
Responsibilities
You’ll manage investment portfolios or provide consulting for our institutional clients to develop investment objectives and review accounts and assets regularly and manage their investment return
You’ll prepare RFP responses and prepare presentations to prospective clients and consultants and present our institutional advisory services and capabilities
You’ll communicate with client boards/committees and administrators regarding their account, investment activity and performance, and capital and marketing economic trends
You’ll serve as an investment representative on various committees and special project groups
You’ll assist in setting investment strategies for the institutional team and assist in the review and creation of investment policy and procedures
Qualification
Required
Bachelor's Degree in Business or Finance
2-4 years related experience or 8-10 years equivalent experience in financial markets/services
Advanced knowledge of various securities and investment-related products and services (domestic and international stocks, bonds, mutual funds, separately managed accounts, alternative investments, etc.)
Thorough knowledge of capital markets and investment management topics, including asset allocation, portfolio optimization, investment strategies and Modern Portfolio Theory
Excellent PC skills, including experience with Windows operating system and Microsoft Office applications (Outlook, Excel, PowerPoint, Word)
Portfolio management experience, including rebalancing and trade execution
Advanced knowledge of investment related statistical reporting, performance measurement and attribution
Strong oral and written communication skills
Strong interpersonal skills, including ability to work in a team environment
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
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2025-12-29
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2025-12-25
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