3 jobs found

Relationship Manager Associate (Family Office Focus) Location: Oklahoma City, OK (On-site) Job Type: Full-Time Compensation: $60,000–$70,000 DOE About the Opportunity Our client is seeking a detail-oriented and client-focused Relationship Manager Associate to support a growing book of high-net-worth and family office clients. This role partners closely with a senior Relationship Manager and plays a key role in managing complex trust and family office structures. Position Overview This position is responsible for the day-to-day administration and support of trust accounts, with a particular focus on clients operating within family office structures that are under LLCs and corporate entities . The ideal candidate will have experience navigating the complexities of high-net-worth client relationships and an understanding of how family offices operate across multiple entities and accounts. This role requires a high level of discretion, attention to detail, and...

Investment Analyst Location: Oklahoma City, OK Employment Type: Full-Time, On-Site Pay: $65,000-80,000 DOE Position Overview Our client is a well-established financial institution seeking an Investment Analyst to support its mortgage investment activities. This role is responsible for building and analyzing financial models related to mortgage assets and supporting senior leadership with data-driven insights. The ideal candidate is analytically strong, detail-oriented, and thrives in a fast-paced, deadline-driven environment. This position offers strong exposure to complex financial instruments and accelerated professional growth for individuals motivated by learning and impact. Key Responsibilities Develop and maintain complex financial models to value mortgage assets, including whole loans, mortgage-backed securities (MBS), and mortgage servicing rights (MSRs). Analyze investment performance and support decision-making for mortgage...