Cavanal Hill Research Analyst

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

• 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.
• Analyze information from financial statements for selected industries and companies.
• Interact with sell side analysts, senior management and investor relations officers of target companies.
• Quickly gather, interpret and make preliminary conclusions on data to hold meaningful discussions with sell-side analysts and management of companies.
• 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.
• Average preference is for a 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.

Preferred

CFA candidate, MBA and/or CPA

Working Conditions & Physical Requirements

Office

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