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Investment Operations Associate Jobs in Oklahoma

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Investment Operations Associate information

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$20.3K

$89.6K

$197.1K

How much do investment operations associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for investment operations associate in Oklahoma is $89,631.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $108,500.00 per year, depending on experience, location, and employer.

What is an investment operations associate?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the key skills and qualifications needed to thrive in the investment operations associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the typical daily responsibilities of an investment operations associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

What are the most commonly searched types of Investment Operations jobs in Oklahoma? The most popular types of Investment Operations jobs in Oklahoma are:
What are popular job titles related to Investment Operations Associate jobs in Oklahoma? For Investment Operations Associate jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Oklahoma look for? The top searched job categories for Investment Operations Associate jobs in Oklahoma are:
What cities in Oklahoma are hiring for Investment Operations Associate jobs? Cities in Oklahoma with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Oklahoma as of August 2026, with employment types broken down into 67% Full Time, and 33% Temporary. Highlights an 100% In-person job distribution, with an average salary of $89,631 per year, or $43.1 per hour.

Investment Operations Coordination Supervisor

American Fidelity

Oklahoma City, OK • On-site

Full-time

Re-posted 11 days ago

Job description

Team lead responsibility for ensuring bond and stock transactions settle by managing the Bloomberg AIM, DTCC CTM and ALERT systems, and coordinating with portfolio managers, brokers and custodians to resolve trade settlement failures across all managed portfolios.
Serve as the primary point of contact for the accounting department to achieve a smooth daily reconciliation and quarterly/year-end reporting process with minimal discrepancies.
Coordinate, track and report registered investment advisor material requests for compliance.
Work closely with accountants, actuaries, the Chief Investment Officer, Portfolio Managers, Portfolio Analysts and Credit Analysts in the compilation of statistical reports and provide advanced investment administrator support in order to meet the needs of CE Investment Management.
Requirements:
  • Associate's or Bachelor's degree from four-year college or university in Finance or IT; 4 years middle office and investment reporting experience acceptable in lieu of degree
  • 10 years experience; 5 years job-specific
  • Background in finance, accounting and middle office settlement operations
  • Strong understanding of security structures including corporate bonds, RMBS, CLOs, asset-backed securities and municipal bonds
  • Strong proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint, and SharePoint) and Adobe (Acrobat Pro), and the ability to adapt to new technologies
  • Strong knowledge of investment portfolio analytics
  • Strong understanding of Bloomberg and Bloomberg AIM
  • Sound knowledge of investment/accounting systems such as PAM SS&C and FactSet
  • Basic knowledge of accounting and actuarial functions
  • Strong oral and written communication skills
  • Strong analysis and interpretation skills
  • Excellent organizational skills required
  • Administrative skills required
  • Ability to work efficiently within strict time constraints

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