Relationship Management Passed CFA Level I jobs in Bachelors
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Maintain client information and oversee the recording and reporting of positions, prices, and performance for the Enhanced Middle Market portfolio.
Assist in the production and communication of product and investment content used by external client portfolio managers as well as internal partners.
Candidate to have product specialization in option-based strategies, sales, & understanding of capital markets gained through 5-7 yrs asset mgmt.
The Portfolio Manager & Business Development Manager plays a key role in developing and fostering relationships with our clients
Trust Company of Oklahoma (TCO) is the largest and oldest independent trust company in the state, with locations in Tulsa (headquarters) and Oklaho...