Institutional Strategies Analyst

Our institutional wealth team focuses on managing and growing the financial assets of large organizations and entities, specializing in retirement plans and asset services, corporate trust, and reinsurance. We offer a wide range of services, including trust and investment management, retirement planning, investment consulting, and more, serving a diverse clientele such as corporate entities, foundations, and municipalities. Our team of experienced professionals works closely with clients to provide tailored financial solutions, leveraging extensive industry knowledge to drive client success.

The Institutional Strategies Analyst will play a key role in supporting the Director of Institutional Strategies and Analytics. This position is crucial for providing analytical support, research, and innovative solutions to enhance the financial performance and strategic positioning of BOKF's institutional clients.

We emphasize collaboration and professionalism to seamlessly address clients' complex financial needs. Innovation and continuous learning are highly valued, encouraging team members to stay ahead of market trends and deliver cutting-edge solutions. Our culture of mutual respect and trust focuses on diverse contributions, enabling us to create and adapt customized strategies that grow with our clients' needs.

• You will assist in developing and implementing strategic plans for the institutional strategies group, aligning with BOKF's goals.
• You will support strategists in producing daily, weekly, and monthly market commentaries and analyses on current market conditions and fixed income products.
• You will contribute to creating and executing investment portfolio strategies and strategic investment planning for a diverse client base.
• You will facilitate collaboration between sales, trading, and strategy teams to address client-specific goals and objectives.
• You will participate in developing strategies for depository institutions, providing recommendations on balance sheet and risk management.
• You will assist in preparing comprehensive analytics, including portfolio reports, security analyses, liquidity analyses, investment plans, and risk analysis reports.

A bachelor's degree in Finance, Economics, Statistics, or a related field is required. At least 5+ years of relevant experience in institutional strategies or a similar financial analysis role is preferred.

• Strong knowledge of financial markets, investment portfolio strategy, and economic trends.
• Excellent analytical and quantitative skills, with proficiency in financial modeling and data analysis.
• Good communication skills, both verbal and written, with the ability to present complex information effectively.
• Ability to work collaboratively across different teams and functional areas.
• Basic understanding of risk management principles and their application in portfolio strategy.
• Proficiency in using financial analysis tools and software.
• Strong problem-solving skills and the ability to think strategically.
• Commitment to client service excellence and relationship building.
• Willingness to learn and grow in the field of institutional strategies.