• BOK Financial
  • $110,290.00 -110,290.00/year*
  • Arvada , CO
  • Financial Services - Banking/Investment/Finance
  • Full-Time
  • 5401 Iris St

Req ID:?51515?

Areas of Interest:?Wealth Management?

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states ? Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.? ? ? ? ?? ? ? ? ?.

The Investment and Trading Analyst The Investment and Trading Analyst is responsible for working directly with The Milestone Group advisors to manage high net worth client accounts.

PRINCIPLE DUTIES AND RESPONSIBILITIES:
  1. Manage specific client portfolios including the implementation, rebalancing, reinvestment of bond proceeds, loss harvesting, cash activity and trade execution.
  2. Provide research and analysis and make contributions to the quarterly economic slide deck.
  3. Research and purchase a variety of investment vehicles including municipal bonds, U.S. Treasury Agency bonds, corporate bonds and inflation-protected securities (TIPS). Contacts brokerage firms to determine best execution prices for clients.
  4. Review and approve trades entered by other analysts for consistency and accuracy.
  5. Assist Advisers with analyzing existing and prospective client portfolios.
  6. Assist with the review and generation of client performance reports.


KNOWLEDGE, SKILLS and ABILITIES:
  • Familiarity with tracking 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 as Bloomberg, Morningstar, Portfolio Center, iRebal and Junxure.
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.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
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Apply today and take the first step towards your next career opportunity!
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BOK Financial is an equal opportunity employer.? 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, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact ...@bokf.com with any questions.?



Company Description:

At BOK Financial, we re proud to trace our roots to a small energy bank founded in Tulsa, Oklahoma over 100 years ago during an oil boom. Today, as a top 25 U.S.-based bank with more than $30 billion in assets, BOK Financial has successfully diversified into a variety of industries, businesses and geographies throughout the U.S. We have banking operations in eleven states, with services throughout the nation, and a full-service brokerage firm, BOK Financial Securities, Inc., which has become one of the largest municipal bond underwriters in the country. Our wealth management division also continues to grow, offering a full suite of services to individuals and institutions nationwide.



Our focus each day is on meeting the needs of our clients by bringing the right people, services or solutions to the table. We continue to offer the personal touch of the neighborhood bank, with the breadth of experience, resources and products you expect from a regional powerhouse.



We know the challenges our clients face because we ve faced the same highs and lows over the past 100 years. Regardless of the economic cycle, BOK Financial continues to be a strong and stable company, adapting to ever-changing economic conditions. We work with you, side by side, to help you make the most of your money.



Associated topics: analysis, bi, examiner, financial analyst, financial analytic, forecasting, government, monitor, regulation, strategy

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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