Municipal Research Analyst

BOK Financial; Plano (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

BOK Financial Wealth Management in Plano seeks a Municipal Research Analyst to support portfolio managers by evaluating credit risk, interpreting issuer data, and contributing to investment decisions across a diversified municipal platform.

You will analyze financial statements, build models in Excel, and summarize credit risks for internal memoranda in a small, collaborative team.

Qualifications

• Bachelor’s degree in accounting, finance, economics, or public policy.
• 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.
• Excellent analytical, quantitative, and critical thinking skills.
• Strong written and verbal communication skills.
• High level of attention to detail and organizational discipline.
• Independent thinker with natural curiosity.

Responsibilities

• Conduct fundamental credit analysis on municipal issuers including states, local governments, school districts, utilities, and special districts.
• Review and interpret audited financial statements, budgets, official statements, and related disclosures.
• Develop written credit summaries and internal investment memoranda.
• Build and maintain financial models and surveillance reports in Excel.
• Manage, organize, and analyze portfolio data including performance metrics, duration, sector allocation, credit exposure, and risk characteristics.
• Monitor macroeconomic, legislative, and sector-specific developments while assisting with portfolio positioning relative to benchmarks and strategy guidelines.

Skills

Analytical thinking

Quantitative skills

Written communication

Independent thinking

Attention to detail

Self-starter

Education

Bachelor’s degree in accounting, finance, economics, or public policy

Tools

Microsoft Excel

Bloomberg

Job description

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Municipal Research Analyst

Areas of Interest: Wealth Management; Data; Investment Management; Portfolio Management; Trading

Pay Transparency Salary Range: Not Available

Application Deadline: 11/26/2026

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

Formula Based

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 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.

How You'll 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 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

Preferred:

• CFA candidate, MBA, MPA, or CPA
• 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!

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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Plano
Nearest Secondary Market: Dallas
Job Segment: Credit Analyst, Bank, Banking, CPA, Accounting, Finance