Alternative Investments Analyst

Req ID: 76497

Location: Tulsa -TUL

Areas of Interest: Investment Management

Pay Transparency Salary Range: Not Available

Application Deadline: 05/21/2025

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 III is responsible for all phases of product management and use of alternative asset classes as well as coordinating and leading the development and implementation of one or more asset classes. The scope of the products includes hedge funds, private equity, private real estate, and other non-listed securities. Extensively involved in the sourcing, due diligence, investigation, review, and oversight for alternative investments. Makes recommendations on the approval of investments and their applicability to individual client portfolios. Serves as an important liaison to the portfolio management group for their use of alternative products. Makes presentations to sophisticated High Net Worth clients on Alternative Investments.

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 hedge fund investments' performance.
• You will investigate new hedge funds and alternative investments, preparing recommendations for approval.
• 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

This level of knowledge is normally acquired through completion of a bachelor’s degree in business and 15+ years of experience in the alternative investment area or a master’s degree in business and 8+ years of related work experience. A CAIA Charter is strongly desired for this position and a CFA is desired for this position.

SKILLS:

• Expert knowledge of various alternative investment products as well as general asset allocation, investment, and securities issues.
• Excellent oral and written communication skills; ability to relate to both technical and non-technical contacts at all levels.
• Excellent PC skills including experience with Windows operating system, Excel, and the ability to utilize and learn other Alternative Asset related software.
• Advanced knowledge of statistics and mathematics.
• Advanced knowledge of relational databases, database administration, and development tools.
• Expert knowledge of investment related concepts.
• 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.