Alternative Investments Analyst Job at BOK Financial, Tulsa, OK

TmxJNi9oTWh5eTBCS09tOXNwUUlyVWFpTXc9PQ==
  • BOK Financial
  • Tulsa, OK

Job Description

Req ID:  76497 

Location:   Tulsa -TUL  

Areas of Interest:  Investment Management  

Pay Transparency Salary Range:   Not Available  

Application Deadline:  06/15/2025

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

For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value, they offer diverse, personalized, and responsive services, along with innovative and value-added offerings, delivering excellence and fostering growth for investors, employees, and the community.

Job Description

The Alternative Investments Analyst is responsible for the sourcing, due diligence, monitoring, and implementation of alternative investments. The scope of the investments includes hedge funds, private equity, private real estate, and other non-listed securities. The analyst underwrites fund investments and provides assistance, commentary, and recommendations to the client advisory channels regarding fund implementation in investment portfolios.

Team Culture

Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients.

How You'll Spend Your Time

  • You will monitor, measure, and report on alternative investments’ performance.
  • You will source new potential additions to the alternative investments platform, and you will underwrite these potential additions.
  • You will negotiate terms with external alternative investment managers and consultants and communicate performance issues.
  • You will advise portfolio management personnel on presenting alternative investments to clients.
  • You will present tailored recommendations on alternative investment products to clients and bank personnel.
  • You will participate in strategic planning and asset allocation decisions for alternative investments.

Education & Experience Requirements

The Alternative Investments Analyst position requires completion of a bachelor’s degree (preferably in Business, Economics, or Finance). Relevant work experience is preferred. A CFA or CAIA charter (or progress toward earning these charters) is preferred.

SKILLS :

  • Excellent oral and written communication skills; ability to relate to both technical and non-technical contacts at all levels.
  • Excellent PC skills including proficiency in Excel and the ability to utilize and learn other Alternative Asset-related software.
  • Proficiency in statistics and mathematics.
  • Ability to handle complex tasks, good analytical and problem-solving skills.
  • Excellent organizational and time management skills.

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. 

Job Tags

Work experience placement,

Similar Jobs

The Cleaning Solution

Residential house cleaner Job at The Cleaning Solution

 ...all cleaning tasks are performed to the highest standards. The pay range is $18.00 - $23.00 / hour. Requirements: Tuesday -...  ...Perks of working at The Cleaning Solution: Mondays off Weekly pay checks Straight hourly pay - no percentage - you are always... 

TMS Delivery, Inc.

Owner Operator Truck Driver Job at TMS Delivery, Inc.

**$1000 SIGN ON BONUS**($250 at sign on, $250 after 30 days, $500 after 60 days) Job Details: Regional Flatbed Carrier. Must be a minimum of 23 years old. Good driving record. At least 1-year driving experience, flatbed experience preferred. About TMS...

Community College of Philadelphia

Coordinator, Student Tuition Services Job at Community College of Philadelphia

 ...beyond. Community College of Philadelphia is an open-admission, associate-degree-granting institution which provides access to higher education for all who may benefit. Its programs of study in the liberal arts and sciences, career technologies, and basic academic... 

The Springs Healthcare & Rehabilitation

MDS Nurse ( LVN) Job at The Springs Healthcare & Rehabilitation

At The Springs Nursing and Rehabilitation our associates are our most valuable asset. Each associate provides a service that directly or...  ...the excellence and commitment of our leaders and caregivers.MDS Coordinator (LVN)Must have experienceCedar Park, TxFull... 

Team Peterson-Jackson Real Estate

Entry-Level Real Estate Agent Job at Team Peterson-Jackson Real Estate

Entry-Level Real Estate Agent Full Training & Leads Provided!Are you a newly licensed real estate agent eager to launch a successful career? Join our team and gain the skills, support, and mentorship needed to thrive in the competitive real estate industry.Why This...