Product Control Manager
Company: Bok Financial
Location: Stamford
Posted on: July 1, 2025
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Job Description:
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
Discretionary Summary BOK Financial is committed to fostering
long-term client relationships by attracting top talent. The
company emphasizes innovation, growth, and teamwork, providing a
dynamic environment for employees to excel. At BOK Financial, we
believe in the power of being one team. Success is achieved through
a dedication to high standards, a passion for excellence, and a
collaborative spirit that unites us in our mission. Job Description
The Product Control Manager performs independent price verification
(IPV) procedures across a range of fixed income securities and
derivative contracts within the company’s trading inventory. The
position is responsible for ensuring accurate and timely reporting
of profit and loss (P&L) for trading desks and analyzing
trading data to provide insights on P&L drivers to
stakeholders. The Product Control Manager is also responsible for
pushing forward multiple initiatives to streamline P&L
reporting across all trading desks. The product control team
provides a critical role in ensuring the company’s books and
records accurately represent fair value and are a key liaison with
the Front Office Trading Desks, Market Risk, Middle Office,
Information Technology and Financial Reporting. Team Culture BOK
Financial fosters a collaborative, goal-oriented culture where
employees follow established standards, receive support from
accessible managers, and engage in mentorship. The company values
accuracy, initiative, and community involvement, offering an
exciting opportunity for growth and teamwork. How Youll Spend Your
Time You will independently validate trading position valuations as
part of the IPV process. You will collaborate with Front Office
trading personnel to produce daily, weekly, and monthly P&L
results and analysis. You will ensure accurate and timely reporting
of profit and loss (P&L) for all trading desks. You will
analyze trading data to provide insights on P&L drivers. You
will work with IT to develop automated P&L reports and
reconciliations. You will develop and implement processes to
enhance the efficiency and accuracy of financial reporting.
Education & Experience Requirements This level of knowledge is
normally acquired through the attainment of the Certified Public
Accountant (CPA) designation and 8 years of directly related in
fixed income securities and related derivative contracts valuation,
product control, market risk or financial reporting. CPA
certification generally requires completion of a master’s degree
with a minimum of 30 hours concentrated in accounting above
principles of accounting or introductory level. Attainment of
Financial Operations Principal license (Series 27) and Operations
Professional license (Series 99) within 1 years of hire is
expected. Other relevant certifications may also be considered.
Deep understanding of the principles and methodologies used in the
valuation of fixed income securities and related derivative
contracts Strong writing skills and ability to provide reliable and
succinct commentary on P&L results Able to communicate and
present effectively to key stakeholders across the organization
Ability to manage and analyze large volumes of data utilizing
Excel, SQL, Alteryx and / or Visual Basic Ability to develop and
maintain SQL queries of moderate complexity. Ability to multitask
and be adaptable to tight deadlines Knowledge of back-office
trading financial systems (i.e. Broadridge Impact) preferred
Knowledge of front office trading systems (i.e. Ion and Bloomberg)
preferred Knowledge of mortgage-backed securities (MBS),
To-be-announced (TBA), collateralized mortgage obligations (CMO)
and municipal trading strategies preferred Power BI experience
preferred Demonstrated ability to build and review complex
mathematical / data transformations to analyze trading data
Self-motivation, discipline, task focus, and a proven record of
delivering high quality results within strict deadlines.
Intellectual curiosity; superior problem-solving abilities and
attention to detail; and prompt follow-through 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.
Keywords: Bok Financial, Passaic , Product Control Manager, Accounting, Auditing , Stamford, New Jersey
