Municipal Research Analyst

Bonus Type

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 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