Investment Banking Coordinator

About the job

Req ID: 78407 ****

Location: Oklahoma City -OKC ****

Areas of Interest: Investment Management; Wealth Management ****

Pay Transparency Salary Range: Not Available ****

Application Deadline: 08/26/2026

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

We offer a diverse range of financial solutions for businesses, individuals, and institutions, continually expanding our portfolio of services and clients. If you’re passionate about wealth management and eager to join a forward-thinking organization, we want to hear from you. Our team is committed to providing exceptional, tailored wealth management solutions, fostering strong relationships, and helping clients achieve their long-term financial goals.

Job Description

The Investment Banking Coordinator provides high-level administrative, financial, and operational support to senior leadership in Investment Banking and Corporate Underwriting. Acts as a liaison between departments, ensuring accuracy, compliance, and timely execution of critical business functions.

Team Culture

Our team is built on collaboration, integrity, and a shared commitment to client success. We foster an environment of continuous learning and proactive communication, empowering each member to contribute expertise and drive innovation. Together, we take pride in delivering exceptional results and making a meaningful impact for our clients and communities. We support growth because we believe in the long‑term potential of our people.

How You'll Spend Your Time

• You will prepare revenue projections, accruals, and financial reports to support accurate monthly and annual reporting.

• You will coordinate incentive compensation, commission payments, and referral fee processing for investment banking teams.

• You will manage accounting entries, settlements, and reconciliations to ensure accurate revenue and deal tracking.

• You will maintain financial workbooks, reports, and expense records to support leadership decision-making.

• You will support audits and compliance efforts by maintaining documentation and coordinating payment approvals.

• You will review legal documents and oversee bond sale activities, including official statements and post-sale requirements.

• You will develop proposals, presentations, and marketing materials while analyzing data to support business development efforts.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor’s degree and 4-6 years of related experience or 7-10 years’ equivalent work experience.

• Ability to work with data/information requiring a high degree of confidentiality.

• 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.

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!

Apply today and take the first step towards your next career opportunity!

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.

Please contact recruiting_coordinators@bokf.com with any questions.

Oklahoma City, OK, US, 73102

Top 3 reasons to apply

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

• Empowered employees

• Award-winning culture

• Community commitment

[ **BOK Financial Corporation Group adheres to state specific pay transparency requirements.

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In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.**

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

**BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click ** here** to see our benefits.

About BOK Financial Corporation

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

*At June 30, 2026