Municipal Research Analyst

Req : 77712

Location: Plano
-PLAN

Areas of Interest: Portfolio Management;
Data;
Investment Management;
New Graduate;
Professional;
Trading;
Wealth Management

Pay Transparency Salary Range: Not Available

Final date to receive applications: 04/15/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Trans Fund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:
Bank of Albuquerque;
Bank of Oklahoma;
Bank of Texas and BOK Financial®.

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.

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.

Our team collaborates effectively to meet client objectives. We value everyone's 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.

• 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.

This level of knowledge is normally acquired through completion of a bachelor’s degree in accounting, finance, economics, or public policy and 0–2 years relevant experience or 3–7 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

• 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 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!

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.

Formula Based

Please contact rec with any questions.