BOK Financial · 5 months ago
SIA Portfolio Manager I (Fixed Income)
Tulsa, OK, US, 74101
Full-time
Onsite
Entry, Mid Level
2+ years expBOK Financial Corporation is a trusted industry leader in financial services, and they are seeking a SIA Portfolio Manager I to manage research and due diligence on fixed income managers for discretionary accounts. The role involves implementing multi-asset strategies and delivering product and market information to the Wealth Management Division.
BankingCredit CardsFinancial Services
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
Required
Bachelor's Degree in Finance, Economics, Mathematics or other business related areas with strong quantitative and analytical course content
2+ years related investment experience or 6+ years equivalent experience in the finance industry
Other industry accreditations such as CFA charter membership are also encouraged
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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