Transactions Analyst

Bonus Type

Summary

BOK Financial is committed to fostering long-term client relationships by attracting top talent. The company emphasizes innovation, growth, and teamwork, providing a dynamic environment for employees to excel. At BOK Financial, we believe in the power of being one team. Success is achieved through a dedication to high standards, a passion for excellence, and a collaborative spirit that unites us in our mission.

Job Description

The Transactions Analyst is primarily responsible for the development, tracking, and analysis for all acquisitions and dispositions to the organization’s corporate real estate portfolio. This includes supporting leaders with analysis, reporting, and tracking for upcoming and ongoing transactions; maintaining a transactions roadmap and schedule; ensuring alignment with internal and external stakeholders to the status of all potential transactions; informing financial models, budgets, and forecasts to current and future financial terms; coordinating the transition of properties into and out of the bank’s portfolio.

Team Culture

Our culture is all about putting our clients first and embracing innovation. We prioritize personalized and efficient interactions, ensuring that every client feels valued and understood. We value gathering employee feedback and work together to keep our skills sharp with regular training on banking rules and guidelines.

How You'll Spend Your Time

• You will coordinate real estate transactions (acquisitions, dispositions, leases, and renewals) by preparing, reviewing, and tracking contracts, schedules, and transaction summaries.
• You will develop and analyze business cases and financial models to support transaction recommendations and approvals.
• You will manage detailed transaction schedules and forecasts, monitoring critical dates, milestones, and deliverables to ensure timely execution.
• You will generate status reports and maintain clear communication with internal stakeholders and external partners regarding progress, milestones, and changes.
• You will design and deliver targeted reporting and insights to support strategic alignment and informed decision-making.
• You will maintain organized transaction documentation, support audit and compliance activities, and guide projects from initial discovery through approval and execution.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business and 3 years of work-related experience or equivalent combination of education and experience.

• Familiarity with the property transaction lifecycle and processes
• Experience in evaluating transaction economics and developing business cases
• Effective organizational and stakeholder management skills
• Working knowledge of real estate laws and procedures
• Ability to read and analyze real estate agreements, appraisals, title reports, and other associated documents
• Excellent interpersonal skills including oral and written communication skills
• Proven PC skills including word processing and spreadsheet software applications