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Investment Operations Associate Jobs in Tulsa, OK

BOK Financial

Associate Corporate Counsel

Tulsa, OK · On-site

We are seeking an Associate Corporate Counsel to join our team. This is a unique opportunity to ... Registered investment adviser (RIA) compliance and operations * Broker-deal regulatory and ...

BOK Financial

Associate Corporate Counsel

Tulsa, OK · On-site

We are seeking an Associate Corporate Counsel to join our team. This is a unique opportunity to ... Registered investment adviser (RIA) compliance and operations * Broker-deal regulatory and ...

BOK Financial

Associate Corporate Counsel

Tulsa, OK · On-site

BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking ... You will support daily legal operations, including matter intake, document management, and issue ...

BOK Financial

Associate Corporate Counsel

Tulsa, OK · On-site

BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking ... You will support daily legal operations, including matter intake, document management, and issue ...

BOK Financial

Associate Corporate Counsel

Tulsa, OK · On-site

BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking ... You will support daily legal operations, including matter intake, document management, and issue ...

KIPP

Bilingual Office Associate

Tulsa, OK

$15.50 - $19.50/hr

... operational excellence. You'll Never Stop Growing KIPP Tulsa invests in team members who invest in ... The Office Associate serves as the face of KIPP Tulsa Public Charter Schools and is an essential ...

KIPP

Bilingual Office Associate

Tulsa, OK · On-site

$15.50 - $19.50/hr

... operational excellence. You'll Never Stop Growing KIPP Tulsa invests in team members who invest in ... The Office Associate serves as the face of KIPP Tulsa Public Charter Schools and is an essential ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Tulsa, OK

Investment Operations Associate information

See Tulsa, OK salary details

$19.3K

$85.1K

$187.2K

How much do investment operations associate jobs pay per year?

As of Aug 1, 2026, the average yearly pay for investment operations associate in Tulsa, OK is $85,110.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,000.00 and $103,000.00 per year, depending on experience, location, and employer.

What is an Investment Operations Associate job?

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 job categories do people searching Investment Operations Associate jobs in Tulsa, OK look for? The top searched job categories for Investment Operations Associate jobs in Tulsa, OK are:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Tulsa, OK as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $85,110 per year, or $40.9 per hour.

Bankruptcy Operations Associate

Insight One Solution LLC

Tulsa, OK • On-site

$55K - $60K/yr

Full-time

Re-posted 2 days ago

Job description

About the Role

We are seeking a detail-oriented and driven Operations Associate to join our Loan Servicing and Debt Recovery team. In this role, you will play a critical part in managing bankruptcy timelines, overseeing attorney activity, and ensuring compliance with federal, state, and investor guidelines. You’ll work closely with attorneys, trustees, and bankruptcy courts to help protect company assets, minimize losses, and improve operational performance.

If you’re experienced in bankruptcy and mortgage servicing, thrive in fast-paced environments, and enjoy solving complex problems with accuracy and professionalism, we’d love to hear from you.

What You’ll Do

  • Monitor and manage bankruptcy loan activity to ensure compliance with all regulatory, state, and investor requirements.
  • Review and approve legal documents; coordinate with counsel for motions and trustee actions.
  • Process Proofs of Claim and Transfers of Claim within strict deadlines.
  • Review debtor schedules and repayment plans to ensure payments are properly posted.
  • Manage contested files and lien strip cases.
  • Handle debtor complaints from start to resolution, including CFPB and BBB submissions.
  • Support licensing functions (quarterly/annual reporting, state exams).
  • Assist with service of process requests via email and the CSC portal.
  • Manage State Licensing exams for mortgage servicing and debt collection licenses.

What We’re Looking For

  • Experience: Minimum 2 years in bankruptcy and 4 years in mortgage servicing (default servicing required).
  • Knowledge: Working knowledge of PACER and payment history reconciliation.
  • Skills: Strong analytical, organizational, and problem-solving abilities; excellent verbal and written communication; proficiency with Microsoft 365 (Excel, Word, Outlook).
  • Education: High school diploma or equivalent required; college degree preferred.
  • Attributes: Detail-oriented, able to manage multiple priorities under deadlines, with sound judgment and the ability to work independently.

Why Join Us?

  • Be part of a collaborative team that values precision, compliance, and efficiency.
  • Work on meaningful cases that directly impact company performance.
  • Gain exposure to bankruptcy law, loan servicing, and legal processes.
  • Hybrid/remote flexibility (occasional travel to Fort Worth, TX, less than 10%).

How to Apply

If you’re ready to take the next step in your career and join a growing, compliance-focused operations team, we’d love to connect. Please submit your resume and cover letter detailing your relevant experience.