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Investment Manager I - ISG
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- Areas of Interest: Investment Management; Finance; Portfolio Management; Wealth Management
- Consults with Relationship Manager, Wealth Advisor, Private Banker, Trust Officer and client to deliver solutions based on organizational investment philosophy and customer objectives.
- Provides an open architecture approach based upon the guidance list of strategies overseen and approved by the BOKF investment process (Wealth Portfolios, mutual funds, ETF’s, SMA’s, alternative investments, etc
- May have limited interaction with tax attorney’s and/or accountants or other outside client based relationships.
- We participate in group learning and idea sharing, and practice candid communication through our open-door policy.
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