SIA Portfolio Manager I (Fixed Income)

Req ID : 76903

Location : Tulsa -TUL

Areas of Interest : Investment Management; Portfolio Management; Wealth Management

Pay Transparency Salary Range : Not Available

Application Deadline : 12 / 31 / 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

Formula Based

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 SIA 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.

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 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.

Education & Experience Requirements

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 experience or 6+ years equivalent experience in the finance industry. Other industry accreditations such as CFA charter membership are also encouraged.

Working Conditions & Physical Requirements

Office

BOK Financial Corporation Group is 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 today and 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 contact recruiting_coordinators@bokf.com with any questions.