BOK Financial Capital Corporation- Associate

Date: Jan 18, 2018

Location: Tulsa, OK, US

Req ID: 38921 

Areas of Interest: Professional 

BOK Financial Capital Corporation (“BOKFCC”) is part of BOK Financial, a top 25 U.S.-based bank*. We make direct investments of strategic equity and junior debt in middle-market companies within or near the BOK Financial footprint, which includes Arizona, Arkansas, Colorado, Kansas, Missouri, New Mexico, Oklahoma and Texas.

The BOK Financial Capital Corporation Associate is primarily responsible for the analysis of potential investment opportunities, monitoring industry trends, working with portfolio companies and select reporting requirements. One of the key responsibilities of this position is the development of valuation and cash flow models and supporting analyses incorporating findings from due diligence, discussions with senior leadership, and industry data.  The purpose of these analyses is to help the BOKFCC team make better, more informed decisions regarding investment alternatives.  In addition, this person will also provide assistance to senior officers on development and implementation of marketing plans as well as working closely with senior management of portfolio companies.


  1. Perform quantitative and qualitative analysis used to support the underwriting of potential investment opportunities.
  2. Perform a significant role in business and financial due diligence, including model development, industry review, competitor analysis; develop investment memorandums; contribute to oral presentations provided to investment committee.
  3. Monitor and manage existing investment relationships which include review and analysis of current financial statements, budgets, and projections; compile reports necessary to monitor investment quality and compliance with policy / regulation.
  4. Coordinate select monitoring and reporting requirements.  Support marketing strategy and coordination of effort across business segments and divisional lines.



  • Advanced knowledge of financial analysis including ratio and trend analysis and projections
  • Advanced knowledge of  accounting principles and practices
  • Advanced understanding of investment underwriting, documentation, policy, and regulations
  • Advanced knowledge of the principals and application of financial concepts including NPV, IRR, financial valuation and risk measurement
  • Ability to evaluate potential investment and acquisition opportunities and provide initial recommendations
  • Superior research skills
  • Understanding of risk and varying ways to structure investments
  • Resourceful and self-motivated with the ability to manage multiple projects simultaneously and meet deadlines
  • Strong organizational skills
  • Demonstrated ability to work independently
  • Strong oral and written communication skills with the ability to prepare and deliver concise and persuasive oral and written reports and presentations
  • Good PC skills including knowledge of word processing and spreadsheet applications


This level of knowledge is normally acquired through completion of a Bachelor’s degree and 5+ years of experience in a private equity, investment banking, transaction services group within a large accounting firm, or a commercial lending environment; or 9+ years equivalent experience.  Financial certifications like CPA, CFA, etc. are strongly desired.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact with any questions. 

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

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