Cavanal Hill Research Analyst – Investment Research

Job Description

Cavanal Hill Research Analyst | BOK Financial

The Tone:
This is a full-time role at BOK Financial, located in Tulsa, OK. BOK Financial Corporation Group is a stable and financially strong organization that operates several banking divisions and investment management services, including Cavanal Hill Investment Management. This role is essential for supporting the research efforts of the fundamental fixed income or equity portfolio management team. You will be responsible for analyzing financial information, developing investment conclusions, and presenting your findings to contribute to portfolio management success.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Tulsa, OK

• Team: A collaborative, conscientious, and goal-oriented team that values initiative and quality, with mentorship and leadership support.
• Mission: Analyze, interpret, and develop defensible investment conclusions based on a company’s publicly available financial information for managed portfolios.
• Tech Stack: Financial modeling tools, spreadsheets

What You’ll Actually Do
• Research: Become familiar with fundamental stock research, industry research, and sector analysis by studying sell-side investment reports and other public information.
• Analyze: Apply financial and accounting knowledge to analyze information from financial statements for specific industries and companies.
• Engage: Interact with sell-side analysts, senior management, and investor relations officers of target companies.
• Interpret: Rapidly gather, interpret, and make preliminary conclusions on data to facilitate meaningful discussions with analysts and company management.
• Present: Present new investment ideas and defend conclusions to the fundamental equity team.

The Must-Haves
• Background: Completion of a Bachelor’s degree in Accounting or Finance.
• Experience: 0-2 years of relevant work experience or 3-7 years of equivalent work experience.
• Skills: Solid financial modeling and spreadsheet skills; strong comprehension of financial statements and accounting guidelines; strong written and oral communication skills; ability to work independently; natural curiosity and independent/creative thinking.
• Bonus: CFA candidate, MBA, CPA, and/or strong academic performance with a preferred 3.5+ GPA.