Investment and Reporting Analyst
Not Disclosed•Full-TimeOn-site
location_on4, East 64th Street, Lenox Hill, Manhattan Community Board 8, Manhattan, New York County, New York, 10065, United States
Who We Are
Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with roots tracing back to 1881. The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity and fixed income research, market making, trust services, and investment advisory and asset management services.
About the Role
Oppenheimer Asset Management is seeking an Investment and Reporting Analyst to join our team. This role is designed to manage reports for due diligence analysts, support the core due diligence function, and take on manager research coverage. Over time, the analyst is expected to assume increased research responsibilities, evolving alongside the team's needs.
The ideal candidate will possess a strong understanding of financial markets and the asset management business. This position offers a dynamic environment where you will partner with senior analysts to drive high-conviction investment strategies and support critical decision-making processes.
Work location
Work model: On-site
4, East 64th Street, Lenox Hill, Manhattan Community Board 8, Manhattan, New York County, New York, 10065, United States
New York, New York
Key Responsibilities
- check_circleCreate and update reports for due diligence analysts and financial advisors
- check_circleParticipate in manager review calls and meetings with senior analysts
- check_circleSupport the due diligence function via performance and risk analysis
- check_circleMaintain databases and records of portfolio holdings and statistics
- check_circleManage risk analytic tools for strategic and tactical allocation decisions
- check_circlePrepare research materials and write research notes for investment manager reviews
Requirements
- verifiedBachelor's Degree
- verified0-3 years of experience in financial markets
- verifiedProficient in Microsoft Word, Excel (VLookups, HLookups), Powerpoint
- verifiedBloomberg experience preferred
- verifiedMorningstar experience preferred
Nice to Have
Experience with Bloomberg and Morningstar.
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Skills, education and keywords
Skills: Microsoft Office, Microsoft Word, Excel, Vlookups, Hlookups, Powerpoint, Bloomberg, Morningstar.
Education: Bachelor's Degree required.
Frequently asked questions about Investment and Reporting Analyst at Oppenheimer & Co. Inc.
What does a Investment and Reporting Analyst at Oppenheimer & Co. Inc. do?expand_more
In this Investment and Reporting Analyst at Oppenheimer & Co. Inc. role, you will create and update reports for due diligence analysts and financial advisors; participate in manager review calls and meetings with senior analysts; support the due diligence function via performance and risk analysis; and maintain databases and records of portfolio holdings and statistics.
What are the requirements for this Investment and Reporting Analyst role?expand_more
Oppenheimer & Co. Inc. is looking for candidates who meet the following requirements: Bachelor's Degree; 0-3 years of experience in financial markets; Proficient in Microsoft Word, Excel (VLookups, HLookups), Powerpoint; Bloomberg experience preferred; and Morningstar experience preferred.
Where is the Investment and Reporting Analyst role at Oppenheimer & Co. Inc. located?expand_more
Investment and Reporting Analyst at Oppenheimer & Co. Inc. is based in 4, East 64th Street, Lenox Hill, Manhattan Community Board 8, Manhattan, New York County, New York, 10065, United States. This is a on-site role.
Is this Investment and Reporting Analyst job remote, hybrid, or on-site?expand_more
Oppenheimer & Co. Inc. has listed this Investment and Reporting Analyst role as on-site.
How much experience is required for this Investment and Reporting Analyst role?expand_more
Investment and Reporting Analyst at Oppenheimer & Co. Inc. typically requires 0–3 years of relevant experience at the entry level level.
What skills do you need for the Investment and Reporting Analyst role at Oppenheimer & Co. Inc.?expand_more
Key skills for Investment and Reporting Analyst at Oppenheimer & Co. Inc. include Microsoft Office; Microsoft Word; Excel; Vlookups; Hlookups; Powerpoint; Bloomberg; and Morningstar.
What education is required for Investment and Reporting Analyst at Oppenheimer & Co. Inc.?expand_more
Educational requirements for this role: Bachelor's Degree required.
What category does the Investment and Reporting Analyst role belong to?expand_more
Investment and Reporting Analyst at Oppenheimer & Co. Inc. is part of the accounting & finance job category on Recrutus.
About Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is a global financial institution headquartered in New York, NY, operating within the financial services industry. The firm delivers comprehensive Wealth Management, Capital Markets, and Investment Banking solutions to a diverse client base. Since its founding in 1881, the organization has focused on developing customized strategies aligned with specific client objectives. By leveraging extensive experience, research capabilities, and deep market knowledge, the company supports clients in achieving their financial goals. Beyond traditional financial services, Oppenheimer & Co. Inc. utilizes its resources to advance society and improve local communities, aiming to create a positive impact on the world. This long-standing commitment to client success and community betterment defines its operational approach across its global footprint.
Browse more roles: All Oppenheimer & Co. Inc. jobs, accounting & finance jobs on Recrutus.