Municipal Research Analyst

Jobs at BOK Financial • Plano, TX

68d

About The Position

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.

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

Nice To Haves

• 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

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level