Fundamental Equity Portfolio Manager
Bank of Oklahoma - Tulsa, OK

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BOK Financial Corporation (NASDAQ symbol: BOKF) is a Top-50, $28 billion financial holding company . BOK F operates 7 bank subsidiaries in 8 states with more than 200 locations including Tulsa, Oklahoma City, Dallas, Fort Worth, Houston, Denver, Boulder, Colorado Springs, Kansas City, Phoenix, Fayetteville, Albuquerque and Santa Fe. Additionally, BOKF owns TransFund, the nation’s 8th largest electronic funds transfer (ATM) network, which services over 380 financial institutions throughout 13 states. BOKF offers wealth management services nationwide with Wealth Management responsible for trust assets with aggregate market values of approximately $30 billion. Wealth management includes BOSC, the largest broker/dealer in our FINRA district.

BOK F’s continued growth can be attributed to focusing on core objectives which include investing in top talent, maintaining diverse revenue streams and expanding its regional presence with the goal of becoming the premiere financial services provider in each of its markets.

Join us as a Fundamental Equity Portfolio Manager/Analyst

Bank of Oklahoma has an immediate opening for a Fundamental Equity Portfolio Manager/Analyst in Tulsa . The Fundamental Equity Portfolio Manager/ Analyst will participate in the management of Multi-Cap dividend, Large-Cap, and Opportunistic (go anywhere) Equity funds. In addition, they will support the lead Portfolio Manager in reviewing and evaluating the portfolio performance and positioning of the various strategies. The Fundamental Equity Portfolio Manager/Analyst will research individual stock ideas for investment in the fundamental equity strategies. The role also requires developing and managing special projects assigned by the lead Portfolio Manager related to the active management of equity assets.

Analyze publicly traded companies and their stock within established investment philosophy and process for various fundamentally-based equity strategies.
Select stocks for inclusion in portfolios and manage equity strategies according to established investment philosophies, stock selection processes and objectives.
Communicate with investment management group, new and existing clients and administrators about portfolios, securities markets and economic events, including the reporting of investment activity and performance; participate in investment policy committee meetings and setting fundamental equity investment strategies.
Collaborate with and mentor other fundamental research team members.

This level of knowledge is normally acquired through the completion of a Masters degree in Finance (or a related business field) and 5+ years of experience conducting fundamental analysis of publicly traded companies and managing equity investments.
Advanced knowledge of business models and fundamental prospects of publicly traded companies;
Advanced qualitative and fundamental research skills;
Significant research experience across all market caps, with Mid-Cap, and Small-Cap experience a plus
A broad range of sector knowledge- coverage experience in at least three different sectors preferred;
Strong oral, written and communication skills;
Advanced knowledge of macro-economic and financial market operation;
Excellent analytical and problem solving skills

CFA designation

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About this company
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Will your money BOK? Multibank holding company BOK Financial tries to make sure it is. With seven principal banking divisions in eight...