PWI Portfolio Manager III

BOK Financial
United States, Colorado, Denver
Oct 02, 2025
Req ID:77106 Location:Denver -DEN, Dallas -DAL, Houston -HOUS, Scottsdale -SCOTT Areas of Interest:Portfolio Management; Trading; Wealth Management Pay Transparency Salary Range:$95,000 - $125,000 Application Deadline:10/23/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type BOKF Performance Plan (D02) Summary 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. Job Description The Portfolio Manager is responsible for working directly with BOK Financial Private Wealth Inc. advisors to manage high net worth client accounts. Team Culture 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. How You'll Spend Your Time You will manage specific client portfolios including the implementation, rebalancing, reinvestment of bond proceeds, tax loss harvesting, cash activity and trade execution You'll research and purchase a variety of investment vehicles including municipal bonds, US Treasury Agency bonds, corporate bonds and inflation - protected securities (TIPS) You will contact brokerage firms to determine the best execution prices for clients You will review and approve trades entered by other analysts for consistency and accuracy You will assist advisers with analyzing existing and prospective client portfolios You'll assist with the review and generation of client performance reports Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's degree in Business, Finance or Accounting and 5-7 years of financial markets experience/investment analysis or 10+ years equivalent work experience managing the wealth of high net worth/ultra-high net worth individuals and family client relationships. Preferred: FINRA Series 65, MBA and/or CFA Fluency with tracking and implementing client investment portfolios. Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting. Very high attention to detail. Strong knowledge of Excel. Understanding of investment tax reporting, including cost basis tracking and capital gains treatment. Team player with the flexibility to independently manage work and assist with cross-department projects. Experience with software such as Bloomberg, Morningstar, Portfolio Center, Tamarac Rebalancer, Junxure, Fixed Flyer Advertising Source BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply todayand take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contactrecruiting_coordinators@bokf.comwith any questions.