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Public Finance Analyst

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DATE: Jan 9, 2019

LOCATION: Oklahoma City, OK, US

Company: BOK Financial

Req ID: 50389 

Areas of Interest: Investment Management; Investment Sales; Trading 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

The Public Finance Analyst is primarily responsible for researching the financing needs of clients, developing specific financial models using various financial products and software, preparing presentations of those results and coordination with legal and senior banking teams. The Public Finance Analyst is typically assigned to a team of 3 to 5 professionals responsible for covering municipal issuers throughout the state. The Analyst will work within multiple sectors such as healthcare, housing, airports, transportation, school districts and local and state specific municipalities.

  1. Develop financial models based on client s financing needs using available financial products. Defines the issuers financials objectives consistent with any know goals or revenue coverage objectives. Analyzes sector trends and legislative changes to take advantage of financing strategies available to the issuer.
  2. Prepare correspondence, marketing information, and presentations for senior bankers. Develop relevant refunding memos with supporting analytical analysis, monthly newsletters by sector and various presentations for marketing and procurement purposes.
  3. Draft, edit, and organize responses to formal solicitations (for RFPs) by state and local governments. Research and analyze the requesting issuers financial information, goals, constraints and prepare response for submittal. Coordinate with internal and external partners for information and ideas.
  4. Ensure data is updated and inputted into DBC Finance software and other relevant tools. Routinely review and analyze targeting sectors and issuers debt and cash flow data to determine financing ideas and strategies.
  5. Critically read and analyze legal documents. Maintain files of clients and prospects. Review the various legal documents including the Preliminary Official Statements, Final Official Statements, Bond Purchase Agreements, Trust Indentures and suggest changes and improvements as necessary.
  6. Perform other duties and special projects as assigned. From time to time, special projects will be assigned related to sector, client, or legislative needs.
  7. Research and compile market data relating to prior or future transactions. Develop a database, both electronic and hardcopy, of market data and transaction information and history for both compliance and future deal needs.
  8. Schedule calls and meetings among the team and interact with lawyers, accountants, verification agents, rating agencies, and insurers to coordinate the deal process.

  • Proficient in Microsoft Excel, Powerpoint and other Microsoft applications
  • Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas both orally and in writing
  • Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail
  • Ability to work independently while being team-oriented, prioritize tasks, react to changes, and solve critical issues
  • Qualified candidates must possess a high level of motivation, initiative, and leadership potential
  • Must be willing to obtain the FINRA Series 7 and 63, within 6 months from the date of employment
This level of knowledge is normally acquired through completion of a Bachelor’s degree and 0 months to 2 years of financial analysis or investment banking work experience.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer.  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, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact with any questions. 

Nearest Major Market: Oklahoma City
Nearest Secondary Market: Oklahoma

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