SIA Portfolio Manager I (Fixed Income)

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.

TheSIA Portfolio Manager I is primarily responsible for manager research and due diligence on the fixed income managers used across all discretionary accounts within Wealth Management and the implementation of the multi-asset strategies developed by Strategic Investment Advisors (SIA). The broad responsibilities of SIA include institutional consulting/investing, management of proprietary fund of funds and asset allocation strategies, due diligence of traditional investment options, as well as developing and delivering product and market information to the Wealth Management Division.

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

Grow your capabilities by actively participating in opportunities to expand your knowledge, influence others, and develop your interpersonal skills.

• 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.

This level of knowledge is normally acquired through the completion of a Bachelor's Degree in Finance, Economics, Mathematics or other business related areas with strong quantitative and analytical course content and 2+ years related investment experienceor6+ years equivalent experience in the finance industry. Other industry accreditations such as CFA charter membership are also encouraged.