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Portfolio Operations Associate Jobs in Tulsa, OK

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 ...

Caleres

Seasonal Associate - Famous Footwear

Catoosa, OK · On-site

$13.50 - $15/hr

Ace Retail Operations: You'll ensure daily store tasks (pricing, shipment processing, fulfillment ... portfolio of 15 global footwear brands including Sam Edelman, Naturalizer, Vionic, Dr. Scholl ...

Tapestry, Inc.

Sales Associate III

Jenks, OK · On-site

$12.75 - $14.75/hr

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Complete daily operational tasks (cash wrap, inventory processing, replenishment, visual ...

Tapestry, Inc.

Temporary Sales Associate

Tulsa, OK · On-site

$13.75 - $15.75/hr

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Complete daily operational tasks (cash wrap, inventory processing, replenishment, visual ...

Cherokee Federal

Facilities Maintenance Associate

Ramona, OK · On-site

$13.50 - $18.50/hr

... diverse portfolio of leading brands, including Hard Rock Hotel & Casino Tulsa, nine Cherokee ... Knowledge of heavy equipment operation. * Understanding of electrical Lock Out/Tag Out procedures ...

Cherokee Casino

Facilities Maintenance Associate

Ramona, OK · On-site

$13.50 - $18.50/hr

... diverse portfolio of leading brands, including Hard Rock Hotel & Casino Tulsa, nine Cherokee ... Knowledge of heavy equipment operation. * Understanding of electrical Lock Out/Tag Out procedures ...

Compass Group

District Manager

Tulsa, OK

Job Summary Working as a District Manager supporting the Compass @ Client Data Center portfolio ... Multi-site operational leadership experience required Associates at Eurest are offered many ...

Eurest

District Manager

Tulsa, OK · On-site

Job Summary Working as a District Manager supporting the Compass @ Client Data Center portfolio ... Multi-site operational leadership experience required Associates at Eurest are offered many ...

Compass Group

District Manager

Tulsa, OK · On-site

Job Summary Working as a District Manager supporting the Compass @ Client Data Center portfolio ... Multi-site operational leadership experience required Associates at Eurest are offered many ...

Compass Group

District Manager

Tulsa, OK · On-site

Job Summary Working as a District Manager supporting the Compass @ Client Data Center portfolio ... Multi-site operational leadership experience required Associates at Eurest are offered many ...

Blue Sky Bank

Senior Loan Assistant

Tulsa, OK · On-site

$34K - $42K/yr

You'll work closely with the Lending Team, Lead Portfolio Managers, Loan Operations, and customers ... Education: Associate's degree or equivalent experience required. * Experience: 5+ years of ...

Blue Sky Bank

Senior Loan Assistant

Tulsa, OK

$34K - $42K/yr

You'll work closely with the Lending Team, Lead Portfolio Managers, Loan Operations, and customers ... Education: Associate's degree or equivalent experience required. * Experience: 5+ years of ...

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

Portfolio Operations Associate information

See Tulsa, OK salary details

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How much do portfolio operations associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for portfolio operations associate in Tulsa, OK is $22.75, according to ZipRecruiter salary data. Most workers in this role earn between $15.43 and $26.25 per hour, depending on experience, location, and employer.

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 are the key skills and qualifications needed to thrive as a portfolio operations associate?

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.

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 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 job categories do people searching Portfolio Operations Associate jobs in Tulsa, OK look for?

The top searched job categories for Portfolio Operations Associate jobs in Tulsa, OK are:

Portfolio Operations Associate jobs near you

VC Associate @ Wyoming Smart Capital Network in Tulsa, OK

VC Stack

Tulsa, OK • On-site

$80 - $120/hr

Other

Posted 15 days ago

Job description

About the job

Location: Tulsa, OK or Dallas/Fort Worth, TX, with time in client geographies

Start Date: Negotiable

We are seeking a Venture Associate to help build a program from the ground up. In this role you will focus on deal sourcing and building a network of local, regional, and national venture capital firms. As an integral member of our team, you’ll be responsible for helping source new opportunities, performing analysis and due diligence on potential investments, and supporting the firm’s ongoing operations. You will work closely with the Partners and other team members to support the firm and our growing portfolio.

Who We Are

Cimarron Capital Associates II, LLC (CCA) is a registered investment advisor and a subsidiary of Development Capital Networks, LLC (DCN). We specialize in managing public-private investment funds.

CCA has recently expanded its client base to include the Osage Nation, Seminole Nation of Oklahoma, Choctaw Nation of Oklahoma, Muscogee (Creek) Nation, Sault Ste. Marie Tribe of Chippewa Indians, and the U.S. Territory of American Samoa. Our projects, funded by the U.S. Treasury, State Small Business Credit Initiative, are designed as revolving funds that fuel entrepreneurial ventures, both within our clients’ home geographies and for tribal members nationwide.

DCN specializes in public-private partnerships. We are committed to fostering economic development through market-based solutions by attracting technology, capital, and talent. We build innovation economies.

Key Responsibilities
  • Deal Sourcing (40%) – Identify investment opportunities through local networks, venture capital firms, and inbound deal flow
  • Investment Analysis & Due Diligence (20%) – Review pitch decks, analyze financials, conduct market research, and assess investment risks
  • Deal Execution (20%) – Support investment structuring, negotiations, and documentation
  • Portfolio Monitoring (10%) – Track company performance, report key metrics, and assist in value-add initiatives
  • Investor & Ecosystem Engagement (10%) – Build relationships with investors, attend industry events, and expand the firm’s network
Qualifications
  • 5+ years of experience in venture capital, private equity, investment banking, consulting, or economic development focused on responsibilities above
  • Strong analytical skills and experience evaluating early-stage investments
  • Ability to develop and maintain relationships with investors and entrepreneurs.
  • Experience working with Federally Recognized Tribes and/or Tribal Enterprises is a plus
  • Self-starter with strong project management and multitasking abilities.
  • Series 65 license (or willingness to obtain it).
Why Join Us?
  • Be part of an experienced investment team
  • Gain exposure to a diverse pool of projects, founders, and investors
  • Do work that builds the economy through leveraging private capital

Development Capital Networks, LLC believes that hiring qualified individuals contributes to our overall strategic success. Background checks serve as an important part of the selection process. The information we collect helps promote a safe and secure environment for our current and future employees and customers. Pre-employment background checks also help us obtain information necessary to determine an applicant’s overall employability. Rescreen background checks ensure the continued protection of Development Capital Networks, LLC’s physical property, proprietary information, reputation, and other assets. Development Capital Networks, LLC complies with all applicable federal, state, and local laws, including fair employment practices and equal employment opportunity, when conducting background checks.

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