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Portfolio Operations Associate Jobs in Tulsa, OK

Compass Group

General Manager

Tulsa, OK · On-site

... Data Center portfolio, you are responsible for leading the daily operation of one or more ... Is proactive and positive; interacts professionally with a diverse group of associates, peers ...

Eurest

General Manager

Tulsa, OK · On-site

... Data Center portfolio, you are responsible for leading the daily operation of one or more ... Is proactive and positive; interacts professionally with a diverse group of associates, peers ...

Compass Group

General Manager

Tulsa, OK

... Data Center portfolio, you are responsible for leading the daily operation of one or more ... Is proactive and positive; interacts professionally with a diverse group of associates, peers ...

Compass Group

General Manager

Tulsa, OK · On-site

... Data Center portfolio, you are responsible for leading the daily operation of one or more ... Is proactive and positive; interacts professionally with a diverse group of associates, peers ...

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Portfolio Operations Associate information

See Tulsa, OK salary details

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$46

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

Warehouse Associate I - 1st Shift

Xcaliber International

Pryor, OK • On-site

$13.75 - $16.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Xcaliber International rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Centrally located in Pryor, Oklahoma, Xcaliber International is the nation’s largest value tobacco manufacturer. Xcaliber’s extensive product portfolio features 9 value-priced cigarette brands and 2 filtered cigars. Founded in 2001, Xcaliber International has spent over two decades continuously growing and improving its manufacturing capabilities. As of today, Xcaliber’s 500,000 square-foot production complex features a state-of-the-art manufacturing facility, automated warehouse and logistics center, administrative offices, an ISO-certified laboratory, as well as adjacent wholesale distribution and tobacco processing subsidiaries. Xcaliber also features an additional administrative office in Tulsa, OK. For over 20 years, Xcaliber International has earned a reputation for being an excellent employer, focused on employee satisfaction and safety.
SUMMARY
Assist in the operation of cigarette manufacturing and packaging process, load and unload packaging materials, help facilitate efficient production of high-quality tobacco finished goods. Employees are responsible for duties in assigned areas and cross-training for coverage in additional departments.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
  • Assist Operator with set-up on production equipment per detailed work instructions.
  • Ensure the proper materials are used, as per scheduled guidelines and brand requirements.
  • Inspect packaging of product to ensure quality is maintained within established quality guidelines.
  • Communicate with other employees and supervision to ensure proper materials are being used.
  • Support and maintain a proper level of materials to ensure adequate supply and maintain production.
  • Ability to learn and retain knowledge regarding various duties and various department guidelines.
  • Effective oral and written communication skills.
  • Attention to detail, proactivity, and effective follow-through.
  • Flexibility to function in a fast paced and innovative environment.
REQUIREMENTS:
Skills and Experience:
Required:
  • High School Diploma or equivalent
Preferred:
  • Previous experience in a manufacturing warehouse environment.
  • Forklift experience
PHYSICAL REQUIREMENTS:
  • Walking, climbing, stooping, reaching, lifting up to 50 pounds
  • Must be visually capable to distinguish differences in color and wording on product and to detect non-tobacco related materials.
WORKING CONDITIONS:
  • This role is based on a fast-paced, climate-controlled production environment.
  • Requires standing for extended periods and exposure to manufacturing noise.
  • Must follow all safety, hygiene, and PPE (personal protective equipment) protocols.
BENEFITS:
  • Medical, Dental, and Vision Insurance.
  • Life and AD amp;D Insurance.
  • Short-Term and Long-Term Disability Insurance.
  • Paid Vacation, Sick Days and Holiday.
  • 401(k) Retirement Plan with a Generous Company Match.

EOE AA M/F/Vet/Disability
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.
Except where prohibited by state law, all offers of employment are conditioned upon successfully passing a drug test and background check.

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