BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
Summary
BOK Financial is fostering a culture where individuals can excel and grow their careers. The role in question involves identifying optimal sources for executing security trades, focusing on various financial instruments, and managing cash needs in the Cavanal Hill mutual funds. It’s an opportunity that combines innovation, growth, and teamwork!
Job Description
The Cavanal Hill Investment Management Trader I is primarily responsible for identifying the best source for execution of security trades with the brokerage industry. This position will focus on repurchase agreements, Treasury bills/notes, agency securities, municipal bonds, and equity securities; The Trader I will monitor accounts daily for trade settlement issues as well as be responsible for managing the cash needs in the Cavanal Hill mutual funds.
Team Culture
We strive to provide world-class customer service by leveraging team strengths and understanding our products deeply. Our focus is on nurturing long-term client relationships and solving customer needs, which in turn maximizes portfolio value. Ultimately, our goal is to make customers happy and transform them into brand ambassadors.
How You'll Spend Your Time
- You will daily invest in money market funds and execute broker repurchase agreements, adhering to SEC guidelines and best execution practices.
- You’ll help traders execute trades, choose the best broker and system, analyze securities for optimal performance, record completed trades, and coordinate with wealth management and brokers to solve settlement issues.
- You’ll oversee client accounts, manage funds, ensure compliance, and monitor security ratings.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a bachelor’s degree and 2-4 years of experience in security trading or 7-8 years equivalent work experience. NASD Series 65 required or the willingness to acquire the license.
- Thorough knowledge of fixed income and equity securities
- Excellent interpersonal and communication skills
- Excellent PC skills including word processing and spreadsheet applications.
- Excellent developmental and analytical skills
- Excellent organizational skills with the ability to work under extreme pressures with strict time frames.
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!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status.
