Senior Investment Strategist - Portfolio & Analytics Lead
BOK Financial Corporation
BOK Financial Corporation is seeking an Investment Strategist to manage portfolios within established guidelines using approved strategies from the Investment Committee. The role involves collaboration with Wealth Advisors and Trust Officers to tailor investment strategies aligned with client objectives. The position emphasizes client communication, data-driven insights, and adherence to risk and compliance standards, offering opportunity within a long‑standing wealth management culture. #J-18808-Ljbffr BOK Financial Corporation
- ...its clients for over a century, offering sophisticated investment solutions and personalized service. As an Investment Strategist, you will manage portfolios, consult with Wealth Advisors, and lead the analytics reporting plan to deliver insights that inform decisions...Suggested
- Orion180 seeks a Senior CAT Risk & Portfolio Analyst to advance exposure management, CAT analytics, and underwriting portfolio strategies. You will work with Underwriting, Product, Finance, and Technology to enhance real-time monitoring, CAT modeling, pricing support, and...Senior
- PNC is seeking a Portfolio Analytics and Strategy Senior within its Enterprise Risk Management group. The role focuses on data and automation of Market Risk analytics and reporting, requiring partnerships with senior Market Risk executives to translate needs into automated...Senior
- ...within Schwab Wealth Advisory to deliver fiduciary, fee-based investment guidance and personalized financial planning for clients. You... ...will work with a collaborative team to implement comprehensive portfolios using stocks, bonds, ETFs, mutual funds, and other products, shaping...Senior
- PNC is seeking a Portfolio Analytics & Strategy Senior within its Community Development Banking group. The role is based in multiple locations including Denver, CO, Houston, TX, Scranton, PA, or San Francisco, CA. You will leverage data analytics and predictive models to...Senior
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...SeniorFull timeWork experience placementWork at office
$86.25k - $172.5k
...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Portfolio Analytics & Strategy Senior within PNC's Community Development Banking organization, you will be based in Houston, TX; Denver, CO; Scranton, PA...SeniorFull timeTemporary workPart timeWork experience placementWork at office- Meketa Investment Group seeks a Client Portfolio Manager to join Meketa Capital's Client Portfolio Management Team. The role is client-facing... ...relationships and win new business. This senior role emphasizes strong analytics, relationship management, and collaboration with...Senior
$150k - $170k
...Danaher Business System which makes everything possible.The Senior IT Portfolio & Governance Lead supports the execution and continuous improvement of IT... ...successful candidate brings strong business acumen, analytical thinking, and communication skills, along with deep...SeniorFull timeWork at officeImmediate startRemote workWork from homeFlexible hours$105.4k - $207.8k
...ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance... ...accelerator outputs, and analytics platforms.Define data models... ...and Implement offering portfolio. The team works across... ...as through our own investments, commitments, and actions...SeniorLocal areaVisa sponsorship- Judi Health is seeking a highly technical Senior Analyst to join our Analytics team in New York or Denver. You will lead data analysis projects, translate findings into strategic insights, and partner with stakeholders across departments to drive decisions. With 3+ years...Senior
- U.S. Bank is seeking a Portfolio Manager to effectively manage a portfolio of Corporate Banking credit relationships in Denver, Colorado... ...degree, six to eight years of relevant experience, and strong analytical and communication skills. This position offers a competitive...Senior
- Speed Bay Warehouse Solutions is seeking a Senior Associate, Portfolio Management to take ownership of asset and portfolio performance analytics as the firm grows its industrial... ...for performance-based growth. The role leads valuation and business planning processes...Senior
- ...Warehouse Solutions in Denver, CO, is seeking a Senior Associate, Portfolio Management to own asset and portfolio analytics as the platform grows. This role is an... ...industrial real estate, with a track record of leading complex analyses and providing trusted guidance...Senior
- Jobtailor seeks a senior analytics professional to lead ideation, development and deployment of analytical solutions across functions. You will capture requirements, drive improvements, and align analytics with end-to-end supply chain goals to deliver measurable business...Senior
- Aon seeks an analytics solution development and delivery consultant to lead client-facing analytics initiatives, including AI-enabled capabilities and scalable analytics platforms. You will partner with cross-functional teams to deliver market-leading analytics solutions...Senior
- Thinkfind Corporation in Denver, CO seeks a Senior Analyst, Delivery Support Analytics to transform complex healthcare data into actionable insights that drive cost savings and inform clinical decisions. You will partner with consultants and stakeholders to benchmark,...Senior
- Vantor Inc. is seeking a Senior HRIS Analyst to support the development and optimization of HR systems. You will serve as a subject matter expert for Workday reporting and workforce analytics, working closely with HR and executives to deliver insights and metrics. The...Senior
- ...actionable business insights that drive strategic decisions. This senior contributor partners with Finance, Actuarial, Clinical, Product... ...and outcomes. The ideal candidate brings deep healthcare analytics experience and can move beyond reporting to #J-18808-Ljbffr TransformcapSenior
- ...perform credit risk analysis, modeling, and reporting, including MTM and collateral considerations. You will develop insights on portfolio risk, reconcile MTM, and support reporting for 10-Q/10-K filings. The role requires a Bachelor's in Economics or Finance, at least...Senior
- Judi Health is seeking a highly technical Senior Analyst to support our Analytics team. You will lead analytics projects, develop reporting solutions, and provide actionable insights for Large Market and Health Plan clients. Strong pharmacy data experience and cross-functional...Senior
- ...cost drivers, utilization trends, financial performance, and opportunities to improve affordability and outcomes. The ideal candidate combines deep healthcare analytics expertise with advanced analytical capabilities and experience supporting #J-18808-Ljbffr Capital RxSenior
- Judi Health is seeking a data analytics professional to analyze pharmacy and medical claims, develop dashboards, and deliver data-driven insights to support clinical program management and reporting. You will collaborate with clinical, operational, and business stakeholders...Senior
- Zeta Global is seeking a seasoned Senior Manager, Data Science & Analytics (individual contributor) for its ZX Activation division in the United States. You will be responsible for prescribing a performance‑oriented marketing and analytics strategy to help clients acquire...Senior
- Judi Health in Denver is seeking a highly technical Senior Analyst to support our Analytics team. You will lead analytics projects, work with cross-functional stakeholders, and deliver actionable insights from pharmacy and medical claims data to inform client decisions....Senior
- ...management consulting on data and analytics, as well as career assistance... ...skills.Partnering with portfolio team to demonstrate technical... ...internal CapTech initiatives and leading client engagements.... ...ConsultingExperience level: Mid-Senior LevelIndustry: Management ConsultingWork at officeRemote workVisa sponsorshipWork visaFlexible hours
- Strive Health in Denver, CO seeks a Lead Analyst, Risk Adjustment Analytics to drive financial insights from risk-adjustment data and CMS analytics. You... ...business recommendations and present findings to senior leadership. This hybrid position requires onsite presence...SeniorRemote job2 days per week
$124.36k - $146.3k
U.S. Bank is seeking a Senior Commercial Real Estate Review Appraiser to manage the appraisal review process for national portfolios, ensuring compliance with various regulations. The ideal candidate will have over 10 years of real estate appraisal experience, a Bachelor...SeniorFull time- ...an Employee Relations Specialist who will act as a trusted advisor and expert on complex workplace issues. The Senior Employee Relations Specialist will lead end-to-end investigations, ensure legally defensible findings, and partner with Legal and senior leaders to strengthen...Senior
- We are seeking a motivated Senior AI Portfolio Manager who working under minimal supervision defines... ...across multiple teams and functions. Leads discovery with stakeholders to... ...interpretability, or bias mitigation Strong analytical and structured problem-solving skills...SeniorInternshipWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Strategist - Portfolio & Analytics Lead. Be the first to apply!
- senior brand strategist Denver, CO
- business strategist Denver, CO
- communications strategist Denver, CO
- digital strategist Denver, CO
- strategy consultant Denver, CO
- technology strategist Denver, CO
- account strategist Denver, CO
- design strategist Denver, CO
- media strategist Denver, CO
- investment strategist Denver, CO
