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Portfolio Operations Associate Jobs in Tulsa, OK

Collaborate with the Director of Operations to ensure product quality, implement visitor services ... Portfolio demonstrating visual merchandising, store design, or product curation experience. * A ...

Senior Technical Product Owner

Tulsa, OK · On-site

$115K - $152K/yr

... operations. As a Senior Associate, you will leverage your problem-solving skills and critical ... Responsibilities Lead software engineering initiatives within the product portfolio, aligning ...

What You Will Do Drive Pro sales for assigned and Prospect portfolio of customers by conducting ... Integrates with customer's accounting and business operations practices to best support and ...

Showing results 41-60

Portfolio Operations Associate information

See Tulsa, OK salary details

$9

$22

$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:

Transmission Construction Planner Senior-Principal

Aep

Tulsa, OK • On-site

$98K - $128K/yr

Full-time

Posted 14 days ago


Job description

Job Posting End Date

08-17-2026

Please note the job posting will close on the day before the posting end date.

Job Summary

Responsible for performing duties and assignments associated with the construction of Transmission Line or Transmission/Distribution Station facilities including those of a complex nature. Additionally, may be responsible for supervising others who are performing other /similar construction site duties on related projects.

Job Description

What You'll Do:

Principal Accountabilities:

  • Collaborate with various project stakeholders to develop safe, efficient, and economical construction sequences including but not limited to
  • Energy Delivery Construction Management
  • Energy Delivery Project Management
  • Transmission & Distribution Operations
  • Transmission and Distribution Planning
  • Transmission Engineering (Station, T-Line, and P&C)
  • Transmission Field Services
  • Alerting Project management Team to any risks or issues that could delay milestones/in service dates.
  • Utilize and/or develop an in-depth level of technical knowledge in:

- Construction of Transmission and Distribution Facilities

- Project Management/Project Scheduling

- Station/T-Line/Protection & Control Engineering

  • Ability to read P6 schedule to ensure Construction Plan can be executed as scheduled.
  • Support the prioritization of projects and identify solutions for conflicting outages to effectively execute the portfolio of capital projects, while addressing the needs of our customers and internal stakeholders.
  • Manage Construction plans for multiple capital projects simultaneously.
  • Participate in periodic reviews with TFS Work Scheduling Teams to ensure outage optimization between Capital Projects and Non-CapitalProjects/Maintenance.
  • Organize and lead Construction Plan review meetings.

What We're Looking For:

Transmission Construction Planner Senior SG7

Education/Experience

  • Bachelor's degree in Construction Management, Engineering, or a related field with eight (8) years of experience in the applicable discipline;
  • OR Bachelor's degree in Construction Technology or ABET accredited Engineering Technology with ten (10) years of relevant experience;
  • OR Associate degree in Construction Management Technology or ABET-accredited Electrical or Civil Engineering Technology with twelve (12) years of relevant experience;
  • OR high school diploma (or equivalent) with fourteen (14) years of experience in construction, project execution, or field operations within electric utility or infrastructure environments.

Transmission Construction Planner Principal SG8

Education/Experience

  • Bachelor's degree in engineering, Engineering Technology, Construction Management, Business, or related field and 8 years related experience;
  • OR associate's degree in degree in Engineering, Engineering Technology, Construction Management, Business, or related field and 10 years related experience;
  • OR High school diploma or GED equivalent and 12 years related experience.

In addition:

  • A basic understanding of the Bulk Electric System, from a physical and/or topographical perspective, AND experience within Construction Management, TransmissionEngineering, Transmission Operations, orDistribution Operations is needed to fulfill the responsibilities of this position.
  • Candidates without a technical background in these areas will not be considered.
  • Must have strong computer skills and apply skills to provide business-specific reports.
  • Experience in Microsoft Office (PowerPoint/Excel) is strongly preferred.
  • Ability to read and interpret one-line station diagrams and transmission line switching diagrams is required.
  • Must be a team player, inquisitive, analytical, and be able to interact with and maintain working relationships with diverse teams.
  • Aptitude to understand switching and tagging and clearance points.
  • Clear understanding of minimum approach distances.
  • Capacity to lead in developing and communicating complex outage sequences to project stakeholders.
  • Knowledge of P&C zones of protection is strongly preferred.
  • Promote an all-inclusive culture of excellence.

Where you'll work:

This role sits on site in Tulsa, Oklahoma or Corpus Christi, Texas

What you'll get:

Transmission Construction Planner Senior SG7($87,633-$109,544)

Transmission Construction Planner Principal SG8($98,993-$128,689)

In addition to competitive compensation, AEP offers a unique comprehensive benefits package that aims to support and enhance the overall well-being of our employees.

Where Putting the Customer First Powers Everything We Do
At AEP, we're more than just an energy company - we're a team of dedicated professionals committed to delivering safe, reliable, and innovative energy solutions. Guided by our mission to put the customer first, we strive to exceed expectations by listening, responding, and continuously improving the way we serve our communities. If you're passionate about making a meaningful impact and being part of a forward-thinking organization, this is the company for you!

American Electric Power (On-Site)

$87K- $128K / Year

#LI-Onsite

#AEPCareers

#Construction

Compensation Data

Compensation Grade:

SP20-007

Compensation Range:

$87,633.00 - $128,688.00

The Physical Demand Level for this job is: S - Sedentary Work: Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently. (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.

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It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all respects of the employer-employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, veteran or military status, disability, genetic information, or any other basis prohibited by applicable law. When required by law, we might record certain information or applicants for employment may be invited to voluntarily disclose protected characteristics.