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Client Acct and Perf Meas Analyst II
Location:
Tulsa, OK
Description:
Req ID: 74996 Location: Tulsa :TUL Areas of Interest: Accounting; Business/Technical Analysis; Investment Management; Project Management; Risk Management, Compliance; Wealth Management Operations Pay Transparency Salary Range: Not Available Application Deadline: 05/29/2024 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(R). Bonus Type Formula Based Summary Weve built a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. Youve come to the right place to grow your career. Job Description Client Account and Performance Measurement Analyst II is primarily responsible for administering the Cavanal Hill services delivered to clients. This includes interaction with external clients, investment managers, auditors, sales team members, and consultants. Serves as quarterback to client by delivering expertise of Cavanal Hill Administrative and Operations personnel relating to a variety of issues such as, but not limited to, the account opening process and strategy assignment. The Client Account and Performance Measurement Analyst II analyzes, develops and implements solutions for complex client and departmental problems and issues. The Client Account and Performance Measurement Analyst II also supports the process of complying with the Global Investment Performance Standards (GIPS), which is under SEC purview, and acts as a subject matter expert for performance measurement related issues and projects. Generally, works independently, with direction from the Manager, Client Services/Performance Measurement. Team Culture We are a collaborative, conscientious, and goal:oriented team. We value initiative, and we care about the quality of our work. 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 Youll Spend Your Time: You will effectively manage and administer Cavanal Hill client accounts. Anticipates service needs and handles exceptions; performs complex research, develops solutions and communicates resolutions and enhancements to client. : You will orchestrate the transition of new Cavanal Hill clients including large and complex account relationships; communicate with custodian and new client; coordinate transfer of data; coordinate other documentation regarding the account opening. Research any issues, problems or disputes for accounts or investment manager issues for Cavanal Hill accounts, including those issues at the highest level of complexity. : You will analyze and prepare reports for client investment review meetings. This includes compiling analytical and report information; reviewing information for accuracy. Research and correct any data issues. : You will support the process of complying with the GIPS standards by implementing GIPS compliant policies and procedures, create and distribute GIPS information and reports, and working with third party vendors and systems to achieve compliance in an efficient manner. : You will act as one of Cavanal Hill's subject matter experts on performance measurement issues and projects by analyzing portfolio return calculations, writing and testing performance report specs, and offering solutions to complex performance measurement needs. Education and Experience Requirements This level of knowledge is normally acquired through completion of a Bachelors Degree and 3:5 years related experience or 7:9 years equivalent experience. CFA CIPM designation highly recommended. : Comprehensive knowledge of accounting practices and principles
Industry:
Insurance
Posted:
May 8 on Tip Top Job
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More About this Listing: Client Acct and Perf Meas Analyst II
Client Acct and Perf Meas Analyst II is a Human Resource Analyst Job located in Tulsa OK. Find other listings like Client Acct and Perf Meas Analyst II by searching Oodle for Human Resource Analyst Jobs.
Client Acct and Perf Meas Analyst II is a Human Resource Analyst Job located in Tulsa OK. Find other listings like Client Acct and Perf Meas Analyst II by searching Oodle for Human Resource Analyst Jobs.