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Cavanal Hill Research Analyst

Tulsa, OK, US

Req ID: 67682 

Job Location: BOK Tower - DT Tulsa Tulsa OK 

Areas of Interest: Investment Management; Portfolio Management 

Colorado Base Salary Range: Not Available 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

Bonus Type

Formula Based

Summary

We've built a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Job Description

The Cavanal Hill Research Analyst position is primarily responsible for supporting the research efforts of the fundamental fixed income or equity portfolio management team.  The position requires a highly motivated, technically trained person who can analyze, interpret, and develop a conclusion based on a company’s publicly available financial information. The position will be required to present and defend his/her investment conclusions on investments held or being considered for the portfolios we manage.

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 You'll Spend Your Time

  • You will develop familiarity with fundamental stock research, industry research and sector analysis through reading sell-side investment reports and using those reports and other public information to gain understanding.
  • You will use your financial and accounting knowledge to analyze information from financial statements for selected industries and companies.
  • You will interact with sell side analysts, senior management and investor relations officers of target companies.
  • You will quickly gather, interpret and make preliminary conclusions on data to hold meaningful discussions with sell-side analysts and management of companies.
  • You will present new ideas and conclusions to the fundamental equity team.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree in Accounting or Finance and 0-2 years of relative work experience or 3-7 years of equivalent work experience. Additional certification/schooling also likely necessary to perform the role at an acceptable level.

Preferred:

CFA candidate, MBA and/or CPA

Strong academic performance – prefer 3.5+ GPA

  • Solid financial modeling and spreadsheet skills.
  • Strong comprehension of financial statement and accounting guidelines. 
  • Strong written and oral communication skills are required.
  • Ability to work in a fast paced environment.
  • Must be a strong self-starter and able to work well independently.
  • Natural curiosity and independent/creative thinking is a must.

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!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.
 
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.

Please contact recruiting_coordinators@bokf.com with any questions. 


TOP 3 REASONS TO APPLY


Investing in our talent and building a great workplace is a top priority for us.


  • Empowered employees
  • Award-winning culture
  • Community commitment



Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


ABOUT BOK FINANCIAL


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.

FACTS:

  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998



Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

Job Segment: Equity, Financial, Banking, CFA, CPA, Finance

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