
The Investment and Reporting Analyst role at Oppenheimer Asset Management supports the due diligence function and manager research coverage within a historic financial services firm. Key responsibilities include creating and updating reports for financial advisors, conducting performance and risk analysis, maintaining portfolio databases, and preparing research materials for investment manager reviews. This position offers an opportunity for professional growth with increasing research duties over time. The role appeals to candidates with strong quantitative skills and a desire to work in a collaborative environment that values independent problem-solving. The position is based in New York City and requires proficiency in financial tools such as Bloomberg and Morningstar.

















