Cavanal Hill Research Analyst

Bonus Type

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.

Working Conditions & Physical Requirements