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Portfolio Operations Associate Jobs in Oklahoma (NOW HIRING)

Mondelez International

Warehouse Associate Part-Time

Tulsa, OK · On-site

$13.75 - $16.50/hr

Having a general understanding of warehouse operations and practices. * Ability to work in varying ... We have a rich portfolio of strong brands - both global and local. Including many household names ...

Mondelez International

Warehouse Associate Part Time

Tulsa, OK · On-site

$13.75 - $16.50/hr

Having a general understanding of warehouse operations and practices. * Ability to work in varying ... We have a rich portfolio of strong brands - both global and local. Including many household names ...

CRH

2nd Shift - Warehouse Associate

Poteau, OK · On-site

$13.25 - $15.75/hr

Our portfolio of brands includes Oldcastle APG, Oldcastle Infrastructure, Belgard ® hardscape ... Mobile Equipment operation - training will be provided by OES * Scanner operation - training will ...

Wesco

Warehouse Associate

Oklahoma City, OK · On-site

$14.75 - $17.75/hr

With our best-in-class product and services portfolio and our massive scale, there are endless ... Forklift Experience * 1 year of warehouse operations experience preferred Skills & Requirements

Wesco

Warehouse Associate

Oklahoma City, OK

$15 - $17.75/hr

With our best-in-class product and services portfolio and our massive scale, there are endless ... Forklift Experience * 1 year of warehouse operations experience preferred Skills & Requirements

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Oklahoma

Portfolio Operations Associate information

See Oklahoma salary details

$10

$24

$49

How much do portfolio operations associate jobs pay per hour?

As of Jul 16, 2026, the average hourly pay for portfolio operations associate in Oklahoma is $24.23, according to ZipRecruiter salary data. Most workers in this role earn between $16.44 and $27.98 per hour, depending on experience, location, and employer.

How does a Portfolio Operations Associate typically collaborate with portfolio managers and other teams within an investment firm?

Portfolio Operations Associates work closely with portfolio managers, traders, compliance officers, and the accounting team to ensure the smooth execution and settlement of trades, accurate portfolio reporting, and adherence to regulatory requirements. They act as a bridge between the investment decision-makers and the back-office, facilitating communication and resolving any operational issues that arise. This collaborative environment provides valuable exposure to different facets of the investment process and can lead to career growth into more specialized or senior roles within operations, compliance, or even portfolio management.

What does a Portfolio Operations Associate do?

A Portfolio Operations Associate is responsible for supporting the day-to-day operational activities of an investment portfolio, such as trade settlement, cash management, and data reconciliation. They ensure that all transactions are processed accurately and in compliance with regulatory requirements. Additionally, they often work closely with portfolio managers, custodians, and other stakeholders to resolve discrepancies and improve operational efficiency. Their work is critical in maintaining the integrity and performance of investment portfolios.

What is the difference between Portfolio Operations Associate vs Investment Analyst?

AspectPortfolio Operations AssociateInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or related certifications
Work EnvironmentSupportive operations teams within asset management firmsResearch-focused, analyzing investment opportunities
Employer & Industry UsageAsset management, private equity, hedge fundsInvestment firms, asset management companies
Common Search & ComparisonYesYes

The main difference is that Portfolio Operations Associates focus on supporting the operational functions of investment portfolios, ensuring smooth transaction processing and compliance. Investment Analysts primarily analyze investment opportunities and market data to inform investment decisions. Both roles often require similar educational backgrounds and certifications, but their core responsibilities differ in focus and daily tasks.

What are the key skills and qualifications needed to thrive as a Portfolio Operations Associate, and why are they important?

To thrive as a Portfolio Operations Associate, you need strong analytical skills, attention to detail, and a bachelor’s degree in finance, accounting, or a related field. Familiarity with portfolio management systems, Excel, and trade settlement platforms, as well as knowledge of industry regulations, is typically required. Excellent organizational, problem-solving, and communication skills help you efficiently manage multiple tasks and collaborate with various teams. These skills ensure accurate trade processing, regulatory compliance, and smooth portfolio operations in a fast-paced financial environment.
What are the most commonly searched types of Portfolio Operations jobs in Oklahoma? The most popular types of Portfolio Operations jobs in Oklahoma are:
What are popular job titles related to Portfolio Operations Associate jobs in Oklahoma? For Portfolio Operations Associate jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Portfolio Operations Associate jobs in Oklahoma look for? The top searched job categories for Portfolio Operations Associate jobs in Oklahoma are:
What cities in Oklahoma are hiring for Portfolio Operations Associate jobs? Cities in Oklahoma with the most Portfolio Operations Associate job openings:
Portfolio Operations Associate jobs near you

Investment Operations Coordination Supervisor

Americanfidelity

Oklahoma City, OK

Full-time

Posted 16 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 andFactSet

  • 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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