Mutual Fund Services Administrator & Portfolio Support

Oppenheimer & Co Inc; New York (NY); On-site; USD 90,000 - 100,000; Full time

Job summary

Oppenheimer & Co. Inc. seeks a Mutual Fund Services Administration Specialist to join OAM in New York. The role supports Financial Advisors and Sales Assistants and involves portfolio analysis, training, and product development in a team-based home office environment.

Candidates should have 3+ years in a broker-dealer or asset management setting, knowledge of mutual funds/ETFs, and strong MS Office skills; FINRA registrations are a plus.

Qualifications

• Minimum of 3 years of experience in a broker-dealer or asset management setting.
• Knowledge of financial markets and asset management products including mutual funds and ETFs.
• Outstanding communication and organizational skills.
• Ability to build strong relationships and collaborate across departments.
• Proficiency with MS Office products including Word, Excel, Outlook and PowerPoint.
• Experience with Morningstar and FactSet preferred.
• FINRA Registrations: SIE, Series 6 or 7, and Series 63/65 or 66 preferred.

Responsibilities

• Provide support for Oppenheimer Financial Advisors and Sales Assistants
• Utilize various systems to produce and provide analysis of portfolios for existing and prospective Oppenheimer clients
• Conduct training for Financial Advisors through in-branch presentations, virtual meetings, and conference calls
• Contribute to the development of investment themes and fund features based on investment categories, benchmark analysis, and product analysis
• Work collaboratively with Sales & Marketing, Fund Advisory, and Mutual Fund Services team members to manage incoming Financial Advisor call volume and outgoing call campaigns
• Coordinate and test departmental technology projects
• Coordinate selling agreement negotiations and manage ongoing sales and operational requirements
• Communicate product availability to program administration teams and field representatives across U.S. and offshore mutual fund distributors, ETF issuers, and 529 plan providers
• Administer and maintain Mutual Fund Services web pages
• Assist in the coordination and promotion of Oppenheimer and Oppenheimer Asset Management special events

Skills

Financial markets knowledge

MS Office proficiency

Morningstar

FactSet

FINRA registrations

Tools

Morningstar

FactSet

Job description

Oppenheimer & Co. Inc. seeks a Mutual Fund Services Administration Specialist to join OAM in New York. The role supports Financial Advisors and Sales Assistants and involves portfolio analysis, training, and product development in a team-based home office environment.

Candidates should have 3+ years in a broker-dealer or asset management setting, knowledge of mutual funds/ETFs, and strong MS Office skills; FINRA registrations are a plus.