Investment Portfolio Specialist II

Investment Portfolio Specialist II

The Investment Portfolio Specialist II is primarily responsible for providing analytical support to the Portfolio Manager, identifying problems and providing solutions independently; working on special projects for the Treasurer in support of departmental objectives; management of the bank's considerable collateral pool in order to optimize the bank's wholesale liquidity. This position requires extensive contact with customers, necessitating quality interpersonal skills in order to maintain positive business relationships.

We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities.

How You'll Spend Your Time :

• You will work closely with external public funds customers to ensure compliance with customer agreements while minimizing the amount of excess collateral required.
• You will analyze the nature, utilization, and collateral availability to optimize the securities collateral pool's liquidity.
• You will track and monitor all securities transactions to ensure proper payment and delivery.
• You will complete daily and monthly reconciliations, verifying third-party custodian locations for securities held in the Managed Investment Portfolio.

Education & Experience Requirements : This level of knowledge is normally acquired through completion of a Bachelor's Degree in Accounting or Finance and 3+ years of experience in an investment or trust securities operations environment or 7+ years equivalent work experience.

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.