Middle Office Analyst

BOK Financial; Oklahoma City (OK); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

BOK Financial Wealth Management is seeking a Middle Office Analyst to support and monitor middle-office functions for accurate processing, regulatory reporting, settlement, reconciliation and control of fixed income trades.

The role requires a bachelor’s degree in finance or related field and 2–4 years in financial services, with FINRA Series 99 or ability to pass SIE/Series 99 within one year. Strong Excel and analytical skills are essential.

Qualifications

• Bachelor's degree in finance, accounting, business administration, or related field preferred.
• 2-4 years of experience in financial services, operations, securities processing, trade support or 7-10 years of related work experience.

Responsibilities

• Support fixed income trading operations, settlements, reconciliations, reporting, and account maintenance activities.
• Research and resolve trade, settlement, and account issues by partnering with internal and external teams.
• Monitor regulatory reporting to ensure accurate, timely submissions and address exceptions.
• Maintain security data, account information, settlement instructions, and system records.
• Perform reconciliations between systems and address discrepancies.
• Build fixed income product knowledge while supporting system testing, procedures, and training documentation.

Skills

Analytical thinking

Problem solving

Advanced Excel

Communication

Time management

Independent work

Education

Bachelor's degree in finance or related field

2-4 years in financial services or related field

Tools

Microsoft Excel

Job description

Req ID: 78635

Location: Oklahoma City -OKC

Areas of Interest: Wealth Management Operations

Pay Transparency Salary Range: Not Available

Application Deadline: 10/03/2026

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

Discretionary

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

Middle Office Analyst is responsible for supporting and monitoring middle office functions that facilitate accurate processing, regulatory reporting, settlement, reconciliation and control of fixed income transactions. The role operates within a complex trading environment that supports a broad range of fixed income products and requires interaction with multiple front-office, middle-office and back-office systems to ensure accurate trade lifecycle processing and risk mitigation.

Team Culture

At BOK Financial, your potential is our priority, with opportunities designed to help you grow. We create an environment where people are trusted, encouraged, and equipped to build meaningful, lasting careers. Our leaders invest in development, offering guidance, connection, and support every step of the way. Here, you'll find a culture focused on what you can achieve-empowering you to grow with purpose and make an impact.

How You'll Spend Your Time

• You will support fixed income trading operations, settlements, reconciliations, reporting, and account maintenance activities.
• You will research and resolve trade, settlement, and account issues by partnering with internal and external teams.
• You will monitor regulatory reporting to ensure accurate, timely submissions and address exceptions.
• You will maintain security data, account information, settlement instructions, and system records.
• You will perform reconciliations between systems and exceed discrepancies when needed.
• You will build fixed income product knowledge while supporting system testing, procedures, and training documentation.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor's degree in finance, accounting, business administration, or related field preferred with 2-4 years of experience in financial services, operations, securities processing, trade support or 7-10 years of related work experience. Equivalent combination of education and experience may be considered.

FINRA Licensing: Series 99 required or the ability to pass the SIE and Series 99 within one year of hire.

• Strong analytical and problem-solving skills with the ability to independently research and resolve issues.
• Advanced Microsoft Excel skills and proficiency with other Microsoft Office applications.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Effective verbal and written communication skills with the ability to interact professionally with internal and external business partners.
• Ability to work independently with limited supervision while exercising sound judgment and attention to detail.

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