Municipal Research Analyst
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Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Req ID:77712
Location:Plano -PLAN
Areas of Interest:Portfolio Management; Data; Investment Management; New Graduate; Professional; Trading; Wealth Management
Pay Transparency Salary Range:Not Available
Application Deadline:04/15/2026
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
For more than a century BOK Financial Wealth Management has grown alongside its clients establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value they offer diverse personalized and responsive services along with innovative and value-added offerings delivering excellence and fostering growth for investors employees and the community.
Job Description
The Municipal Research Analyst will support portfolio managers in evaluating credit risk managing and interpreting portfolio data conducting issuer-level research monitoring holdings and contributing to investment decisions across a diversified municipal platform. The role offers meaningful exposure to the full investment process within a small highly collaborative team environment.
Team Culture
Our team collaborates effectively to meet client objectives. We value everyones perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive high-performing team that consistently delivers outstanding results for our clients.
How Youll Spend Your Time
- You will conduct fundamental credit analysis on municipal issuers including states local governments school districts utilities and special districts.
- You will review and interpret audited financial statements budgets official statements and related disclosures.
- You will develop written credit summaries and internal investment memoranda.
- You will build and maintain financial models and surveillance reports in Excel.
- You will manage organize and analyze portfolio data including performance metrics duration sector allocation credit exposure and risk characteristics.
- You will monitor macroeconomic legislative and sector-specific developments while assisting with portfolio positioning relative to benchmarks and strategy guidelines.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a bachelors degree in accounting finance economics or public policy and 02 years relevant experience or 37 years of equivalent work experience. Licensing requirements may be obtained following employment.
- Strong proficiency in Microsoft Excel
- Demonstrated ability to work with financial reports and data sets
- Excellent analytical quantitative and critical thinking skills
- Strong written and verbal communication skills
- High level of attention to detail and organizational discipline
- Strong self-starter who works well independently
- Independent thinker with natural curiosity
Preferred:
- CFA candidate MBA MPA or CPA
- Strong academic performance (GPA 3.5)
- Strong comprehension of financial statements and governmental accounting
- Familiarity with Bloomberg
- Exposure to fixed income markets or capital markets research
BOK Financial Corporation Groupis 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 todayand 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.
Required Experience:
IC
Key Skills
- Spss
- Data Collection
- R
- Stata
- Research Experience
- Statistical Software
- Data Mining
- Calculus
- Market Research
- Operations Research
- SAS
- Data Analysis Skills
About Company
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