Investment Jobs in Oklahoma
Investment jobs in Oklahoma are consistently active, with demand concentrated in energy finance, wealth management, and banking across a state economy anchored by oil and gas, agriculture, and a growing healthcare sector. Oklahoma City and Tulsa account for the largest share of openings, with institutions like BOK Financial, ONEOK, and Devon Energy among the most established employers in the field. Portfolio analysis, financial advising, and corporate investment roles are among the most in-demand specialties. Scan the live roles below and apply to whichever ones fit.
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See related jobsWelcome to Cortes Capital. We are seeking an experienced Investment Manager (Real Estate Focus) to play a key role in advancing the long-term investment objectives of Cortes Capital by identifying, evaluating, and managing private investment opportunities with a primary emphasis on real estate and selected strategic sectors across the portfolio. This position serves as a senior investment professional responsible for contributing to investment strategy, influencing portfolio construction and capital allocation decisions, leading investment diligence efforts, and helping shape thematic areas of focus that support sustainable value creation.
Operating at the intersection of investment analysis and investment leadership, this role exercises independent judgment in assessing opportunities, directing investment processes, and providing technical leadership and mentorship to junior investment professionals. The Investment Manager collaborates closely with senior leadership, external partners, and internal stakeholders to generate actionable investment insights and support informed investment decisions.
Success in this role requires intellectual curiosity, strong commercial acumen, and the ability to synthesize complex market, operational, and financial information into clear investment recommendations. The position is expected to leverage data analytics, AI-enabled research tools, and emerging technologies to enhance investment sourcing, diligence, portfolio monitoring, decision-making efficiency, and overall team productivity. Through strategic thinking, sound investment judgment, and collaborative leadership, the Investment Manager contributes directly to the performance, growth, and long-term success of the investment portfolio.
Job Functions:
- Lead the sourcing, evaluation, and execution of private investment opportunities, with a primary focus on real estate and selected strategic investment themes.
- Direct investment diligence activities, including financial, operational, market, legal, and risk assessments, and develop recommendations for investment decision-making.
- Lead designated deal teams and provide technical guidance, work prioritization, and quality review for analysts and senior analysts throughout the investment lifecycle.
- Partner with internal stakeholders, investment sponsors, management teams, advisors, attorneys, and service providers to evaluate opportunities and support transaction execution.
- Develop and refine investment theses by analyzing market trends, economic conditions, industry developments, and emerging opportunities.
- Identify and assess thematic investment opportunities that align with portfolio objectives and long-term value creation strategies.
- Conduct market mapping and competitive landscape analyses to support sourcing efforts and expand investment pipelines.
- Develop and maintain relationships with sponsors, operators, fund managers, advisors, and industry participants to enhance sourcing efforts and market intelligence.
- Evaluate investment materials, identify key drivers and risks, and exercise independent judgment in determining diligence priorities and investment progression recommendations.
- Lead meetings, presentations, and discussions with prospective investment partners and stakeholders while effectively communicating investment insights and recommendations.
- Lead reference calls and management assessments to evaluate leadership quality, strategic capabilities, and organizational effectiveness.
- Prepare and present investment analyses, diligence findings, portfolio insights, and investment memoranda to the Chief Investment Officer and senior leadership.
- Review legal and transaction-related documentation and collaborate with internal and external advisors to identify material considerations and risks.
- Evaluate and communicate investment risks, assumptions, and mitigation strategies throughout the diligence, approval, and monitoring processes.
- Monitor portfolio investments and investments under review, assessing performance, business developments, market conditions, and strategic risks.
- Contribute to portfolio construction, capital allocation, and investment prioritization decisions by evaluating opportunity fit, diversification benefits, risk exposures, and return objectives.
- Perform portfolio analysis, benchmarking, and ad hoc research to support investment strategy, portfolio construction, and decision-making.
- Integrate AI-enabled tools, data analytics, and emerging technologies into investment sourcing, research, diligence, portfolio monitoring, and reporting processes to improve efficiency, scalability, and decision quality.
- Travel as required to conduct due diligence, attend investment meetings, visit operating assets, and participate in industry events.
- Provide mentorship, coaching, and professional development support to analysts and senior analysts.
- Contribute informed perspectives and recommendations in investment committee discussions, portfolio reviews, and strategic planning activities.
- Support broader team and enterprise goals by proactively contributing to initiatives outside of core responsibilities.
Experience & Qualifications:
- Bachelor’s degree with a focus or significant coursework in finance, accounting, real estate, or economics is required.
- Minimum of four years of experience in an institutional investment, family office, endowment, foundation, investment consulting, private equity, real estate investment, or other allocator-related environment required.
- Five to ten years of experience evaluating real estate investments, including funds, co-investments, direct investments, development projects, or related private market transactions preferred.
- Must be an active, good-standing charter holder of the CFA or CAIA designation, or possess a graduate degree in business, finance, real estate, investments, or a related discipline.
- Real estate investment credentials such as CCIM, CAIA Real Estate Micro credential, NAR REI Certification, or similar certifications are preferred.
- Experience evaluating, conducting diligence on, monitoring, and recommending private investment opportunities, including funds, co-investments, direct investments, and/or real estate investments preferred.
- Exposure to real estate investing, real estate development, private markets, portfolio management, financial modeling, investment research, or capital allocation through professional experience, graduate education, certifications, or equivalent hands-on experience preferred.
- Experience leading or supporting investment due diligence, market research, investment sourcing, transaction execution, portfolio monitoring, or strategic investment initiatives preferred.
- Experience working in collaborative investment environments and interacting with investment sponsors, management teams, advisors, consultants, and other external stakeholders preferred.
- Experience utilizing data analytics, financial technologies, AI-enabled research tools, or investment platforms to improve investment analysis, decision-making, and operational efficiency preferred.
Skills:
-
Hard Skills
- Private market investment analysis (private equity, growth equity, venture capital, private real assets, and real estate)
- Real estate investment underwriting and valuation
- Real estate development and project feasibility analysis
- Financial modeling and scenario analysis
- Portfolio construction and asset allocation analysis
- Portfolio management and investment monitoring
- Investment due diligence and risk assessment
- Investment risk identification and mitigation
- Thematic investing and investment thesis development
- Market research, market mapping, and competitive landscape analysis
- Investment sourcing and deal origination
- Fund, co-investment, and direct investment evaluation
- Financial statement analysis and performance measurement
- Economic, industry, and market trend analysis
- Investment memorandum and investment committee presentation development
- Data room review and transaction diligence
- Legal and partnership agreement review (LPAs, operating agreements, and related investment documents)
- Benchmarking and performance analytics
- Capital allocation analysis
- Quantitative and qualitative research methods
- Reference call and management assessment techniques
- Stakeholder, sponsor, and investment partner relationship management
- Data analytics and business intelligence tools
- Data visualization and dashboard reporting
- AI-assisted investment research and analysis
- Workflow automation and productivity technologies
- Microsoft Excel, PowerPoint, Word, and investment database platforms
- Investment process management and documentation
- Strategic planning and decision-support analysis
-
Soft Skills
- Intellectual curiosity and continuous learning
- Strategic thinking and long-term perspective
- Sound investment judgment and decision-making
- Critical thinking and analytical problem-solving
- Independent initiative and self-direction
- Leadership and technical mentorship
- Coaching and talent development
- Delegation and team coordination
- Collaboration and cross-functional partnership
- Executive presence and professional maturity
- Executive communication and presentation skills
- Written and verbal communication
- Influencing and stakeholder management
- Relationship building and networking
- Negotiation and interpersonal effectiveness
- Attention to detail and accuracy
- Organization and project management
- Prioritization and time management
- Adaptability and learning agility
- Professional skepticism and investigative mindset
- Pattern recognition and synthesis of complex information
- Decision-making under uncertainty
- Diplomacy and constructive debate
- Accountability and ownership
- Confidentiality and discretion
- Business acumen and commercial orientation
- Strategic influence
- Resilience and persistence
- Results orientation
- Team-oriented mindset
- Ability to navigate ambiguity and complex situations
- Change agility and continuous improvement mindset
- Commitment to supporting broader team and enterprise objectives through flexibility, collaboration, and contributions beyond core responsibilities.
Work Environment
- Prolonged sitting, with occasional bending and stooping.
- Frequent use of computer equipment resulting in potential eye strain.
- Manual dexterity sufficient to operate a computer keyboard, mouse, and other office equipment.
- Occasional lifting of up to 25 pounds.
- Requires normal range of hearing and vision, with or without reasonable accommodation.
- Additional hours may be required based on business needs, project deadlines, or operational requirements.
Note: The items identified above are representative of those commonly associated with this position but are not exhaustive. Employees may encounter additional or unforeseen hazards in the course of their duties.
Our Culture:
Fueling customers' journeys since 1964, innovation leads the way for this family-owned and operated business headquartered in Oklahoma City. With nearly 40,000 team members, travel stops are the core business along with products and services that provide value for professional drivers, fleets, traveling public, RVers, alternative energy and wholesale fuel customers. Giving back to communities and an inclusive workplace are hallmarks of the award-winning culture.
Love's is an Equal Opportunity Employer. Veterans encouraged to apply.
Welcome to Cortes Capital. We are seeking an experienced Investment Manager (Real Estate Focus) to play a key role in advancing the long-term investment objectives of Cortes Capital by identifying, evaluating, and managing private investment opportunities with a primary emphasis on real estate and selected strategic sectors across the portfolio. This position serves as a senior investment professional responsible for contributing to investment strategy, influencing portfolio construction and capital allocation decisions, leading investment diligence efforts, and helping shape thematic areas of focus that support sustainable value creation.
Operating at the intersection of investment analysis and investment leadership, this role exercises independent judgment in assessing opportunities, directing investment processes, and providing technical leadership and mentorship to junior investment professionals. The Investment Manager collaborates closely with senior leadership, external partners, and internal stakeholders to generate actionable investment insights and support informed investment decisions.
Success in this role requires intellectual curiosity, strong commercial acumen, and the ability to synthesize complex market, operational, and financial information into clear investment recommendations. The position is expected to leverage data analytics, AI-enabled research tools, and emerging technologies to enhance investment sourcing, diligence, portfolio monitoring, decision-making efficiency, and overall team productivity. Through strategic thinking, sound investment judgment, and collaborative leadership, the Investment Manager contributes directly to the performance, growth, and long-term success of the investment portfolio.
Job Functions:
- Lead the sourcing, evaluation, and execution of private investment opportunities, with a primary focus on real estate and selected strategic investment themes.
- Direct investment diligence activities, including financial, operational, market, legal, and risk assessments, and develop recommendations for investment decision-making.
- Lead designated deal teams and provide technical guidance, work prioritization, and quality review for analysts and senior analysts throughout the investment lifecycle.
- Partner with internal stakeholders, investment sponsors, management teams, advisors, attorneys, and service providers to evaluate opportunities and support transaction execution.
- Develop and refine investment theses by analyzing market trends, economic conditions, industry developments, and emerging opportunities.
- Identify and assess thematic investment opportunities that align with portfolio objectives and long-term value creation strategies.
- Conduct market mapping and competitive landscape analyses to support sourcing efforts and expand investment pipelines.
- Develop and maintain relationships with sponsors, operators, fund managers, advisors, and industry participants to enhance sourcing efforts and market intelligence.
- Evaluate investment materials, identify key drivers and risks, and exercise independent judgment in determining diligence priorities and investment progression recommendations.
- Lead meetings, presentations, and discussions with prospective investment partners and stakeholders while effectively communicating investment insights and recommendations.
- Lead reference calls and management assessments to evaluate leadership quality, strategic capabilities, and organizational effectiveness.
- Prepare and present investment analyses, diligence findings, portfolio insights, and investment memoranda to the Chief Investment Officer and senior leadership.
- Review legal and transaction-related documentation and collaborate with internal and external advisors to identify material considerations and risks.
- Evaluate and communicate investment risks, assumptions, and mitigation strategies throughout the diligence, approval, and monitoring processes.
- Monitor portfolio investments and investments under review, assessing performance, business developments, market conditions, and strategic risks.
- Contribute to portfolio construction, capital allocation, and investment prioritization decisions by evaluating opportunity fit, diversification benefits, risk exposures, and return objectives.
- Perform portfolio analysis, benchmarking, and ad hoc research to support investment strategy, portfolio construction, and decision-making.
- Integrate AI-enabled tools, data analytics, and emerging technologies into investment sourcing, research, diligence, portfolio monitoring, and reporting processes to improve efficiency, scalability, and decision quality.
- Travel as required to conduct due diligence, attend investment meetings, visit operating assets, and participate in industry events.
- Provide mentorship, coaching, and professional development support to analysts and senior analysts.
- Contribute informed perspectives and recommendations in investment committee discussions, portfolio reviews, and strategic planning activities.
- Support broader team and enterprise goals by proactively contributing to initiatives outside of core responsibilities.
Experience & Qualifications:
- Bachelor’s degree with a focus or significant coursework in finance, accounting, real estate, or economics is required.
- Minimum of four years of experience in an institutional investment, family office, endowment, foundation, investment consulting, private equity, real estate investment, or other allocator-related environment required.
- Five to ten years of experience evaluating real estate investments, including funds, co-investments, direct investments, development projects, or related private market transactions preferred.
- Must be an active, good-standing charter holder of the CFA or CAIA designation, or possess a graduate degree in business, finance, real estate, investments, or a related discipline.
- Real estate investment credentials such as CCIM, CAIA Real Estate Micro credential, NAR REI Certification, or similar certifications are preferred.
- Experience evaluating, conducting diligence on, monitoring, and recommending private investment opportunities, including funds, co-investments, direct investments, and/or real estate investments preferred.
- Exposure to real estate investing, real estate development, private markets, portfolio management, financial modeling, investment research, or capital allocation through professional experience, graduate education, certifications, or equivalent hands-on experience preferred.
- Experience leading or supporting investment due diligence, market research, investment sourcing, transaction execution, portfolio monitoring, or strategic investment initiatives preferred.
- Experience working in collaborative investment environments and interacting with investment sponsors, management teams, advisors, consultants, and other external stakeholders preferred.
- Experience utilizing data analytics, financial technologies, AI-enabled research tools, or investment platforms to improve investment analysis, decision-making, and operational efficiency preferred.
Skills:
-
Hard Skills
- Private market investment analysis (private equity, growth equity, venture capital, private real assets, and real estate)
- Real estate investment underwriting and valuation
- Real estate development and project feasibility analysis
- Financial modeling and scenario analysis
- Portfolio construction and asset allocation analysis
- Portfolio management and investment monitoring
- Investment due diligence and risk assessment
- Investment risk identification and mitigation
- Thematic investing and investment thesis development
- Market research, market mapping, and competitive landscape analysis
- Investment sourcing and deal origination
- Fund, co-investment, and direct investment evaluation
- Financial statement analysis and performance measurement
- Economic, industry, and market trend analysis
- Investment memorandum and investment committee presentation development
- Data room review and transaction diligence
- Legal and partnership agreement review (LPAs, operating agreements, and related investment documents)
- Benchmarking and performance analytics
- Capital allocation analysis
- Quantitative and qualitative research methods
- Reference call and management assessment techniques
- Stakeholder, sponsor, and investment partner relationship management
- Data analytics and business intelligence tools
- Data visualization and dashboard reporting
- AI-assisted investment research and analysis
- Workflow automation and productivity technologies
- Microsoft Excel, PowerPoint, Word, and investment database platforms
- Investment process management and documentation
- Strategic planning and decision-support analysis
-
Soft Skills
- Intellectual curiosity and continuous learning
- Strategic thinking and long-term perspective
- Sound investment judgment and decision-making
- Critical thinking and analytical problem-solving
- Independent initiative and self-direction
- Leadership and technical mentorship
- Coaching and talent development
- Delegation and team coordination
- Collaboration and cross-functional partnership
- Executive presence and professional maturity
- Executive communication and presentation skills
- Written and verbal communication
- Influencing and stakeholder management
- Relationship building and networking
- Negotiation and interpersonal effectiveness
- Attention to detail and accuracy
- Organization and project management
- Prioritization and time management
- Adaptability and learning agility
- Professional skepticism and investigative mindset
- Pattern recognition and synthesis of complex information
- Decision-making under uncertainty
- Diplomacy and constructive debate
- Accountability and ownership
- Confidentiality and discretion
- Business acumen and commercial orientation
- Strategic influence
- Resilience and persistence
- Results orientation
- Team-oriented mindset
- Ability to navigate ambiguity and complex situations
- Change agility and continuous improvement mindset
- Commitment to supporting broader team and enterprise objectives through flexibility, collaboration, and contributions beyond core responsibilities.
Work Environment
- Prolonged sitting, with occasional bending and stooping.
- Frequent use of computer equipment resulting in potential eye strain.
- Manual dexterity sufficient to operate a computer keyboard, mouse, and other office equipment.
- Occasional lifting of up to 25 pounds.
- Requires normal range of hearing and vision, with or without reasonable accommodation.
- Additional hours may be required based on business needs, project deadlines, or operational requirements.
Note: The items identified above are representative of those commonly associated with this position but are not exhaustive. Employees may encounter additional or unforeseen hazards in the course of their duties.
Our Culture:
Fueling customers' journeys since 1964, innovation leads the way for this family-owned and operated business headquartered in Oklahoma City. With nearly 40,000 team members, travel stops are the core business along with products and services that provide value for professional drivers, fleets, traveling public, RVers, alternative energy and wholesale fuel customers. Giving back to communities and an inclusive workplace are hallmarks of the award-winning culture.
Love's is an Equal Opportunity Employer. Veterans encouraged to apply.
See All 5 Investment Jobs in Oklahoma
Find roles in Oklahoma that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Jobs by City in Oklahoma
Where Oklahoma roles are concentrated, by current openings.
Investment Job Market in Oklahoma
A snapshot from current Oklahoma openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Oklahoma Employers Look For
The qualifications that appear most often in investment jobs across Oklahoma.
- Active FINRA Series 65 or Series 66 license for investment advisory roles in Oklahoma
- Bachelor's degree in finance, economics, accounting, or a related business field
- Proficiency in financial modeling, valuation, and portfolio analysis software
- Two or more years of experience in investment analysis, banking, or financial planning
- Strong knowledge of SEC regulations, fiduciary standards, and compliance requirements
- CFA designation or progress toward the CFA credential preferred for senior analyst roles
Investment Jobs in Oklahoma: Frequently Asked Questions
How do you become a investment in Oklahoma?
Most investment roles in Oklahoma require a bachelor's degree in finance, economics, or accounting, along with relevant FINRA licensing depending on the specific function. Investment advisers working with clients must register through the Oklahoma Department of Securities and pass the Series 65 or Series 66 exam. Broker-dealer representatives need Series 7 licensing. Many Oklahoma employers in energy finance or wealth management also expect candidates to have completed or be pursuing the CFA designation for analytical roles.
Which companies hire investments in Oklahoma?
Oklahoma investment roles are posted by JPMorganChase, BOK Financial, and INVESTMENT ADVISOR and others right now, based on current listings on Migrate Mate as of November 2026. Oklahoma's energy sector and large regional banks generate steady demand across corporate finance, asset management, and advisory positions throughout the state.
Which Oklahoma cities have the most investment jobs?
Oklahoma City, Tulsa, and Yukon are the Oklahoma cities with the most investment openings. Oklahoma City leads due to its concentration of energy company headquarters, regional banks, and corporate finance operations, while Tulsa draws significant activity from BOK Financial, Williams Companies, and a well-established wealth management community that has grown alongside the city's industrial base.
Are there remote investment jobs in Oklahoma?
Yes, and they are more common than in many fields, since a large share of investment analysis, financial planning, and portfolio management work is desk-based and does not require a fixed physical location. About 0% of investment openings tied to Oklahoma are remote or hybrid as of November 2026, reflecting broader flexibility in the finance sector. Research analyst and financial planning roles tend to offer the most remote availability, while client-facing advisory and trading roles remain predominantly on-site.
How can I get hired as a investment in Oklahoma with little or no experience?
The most realistic entry path is applying for a financial analyst associate or investment operations role at one of Oklahoma's regional banks or energy companies, where employers like BOK Financial and Devon Energy run structured rotational and new-graduate programs. Pursuing the Series 65 exam before job hunting signals seriousness to Oklahoma hiring managers and opens doors to wealth management support roles. Adjacent positions in accounting, credit analysis, or financial reporting at Oklahoma-based firms are also common lateral entry points that lead into investment tracks within one to two years.
Where can I find and apply to investment jobs in Oklahoma?
You can find and apply to investment jobs in Oklahoma on Migrate Mate, which lists current Oklahoma openings across cities, experience levels, and specialties. Search the available roles, find the ones that match your background and interests, and apply directly to each one that fits.
See All 5 Investment Jobs in Oklahoma
Find roles in Oklahoma that match your experience and apply in just a few clicks.
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