OAM Senior Research Analyst

Oppenheimer & Co; New York (NY); On-site; USD 125,000 - 150,000; Full time

Job summary

Join a dynamic team at a leading investment bank as a Senior Analyst in Alternatives Research. This role offers the opportunity to immerse yourself in the investment philosophy of hedge funds, private equity, and more, while working closely with experienced professionals. You will be responsible for supporting due diligence processes, analyzing data, and contributing to compliance and marketing tasks. The fast-paced environment encourages independent thinking and collaboration, making this position ideal for those passionate about financial markets. If you're ready to take ownership of your work and thrive in a team-oriented setting, this is the perfect opportunity for you.

Qualifications

• 3-7 years of experience in financial markets required.
• Strong analytical and communication skills essential for success.

Responsibilities

• Support investment due-diligence and monitor existing investments.
• Collaborate on research and educational projects within the team.

Skills

Analytical Skills

Critical Thinking

Attention to Detail

Interest in Financial Markets

Communication Skills

Education

Bachelor’s Degree in Finance, Accounting, General Business or Business Management

Tools

Microsoft Excel

Microsoft PowerPoint

VBA and Macros

Job description

Who We Are:

Oppenheimer & Co. Inc. (“Oppenheimer”) 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 (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Oppenheimer Asset Management (OAM) offers high net worth and institutional investors the opportunity to participate in a wide range of traditional and non-traditional investment strategies.

Job Description

Oppenheimer Asset Management is seeking an outstanding individual to join its OAM Alternatives Research team as a Senior Analyst. The Senior Analyst will support the team in reviewing existing investments, evaluating prospective investments, working with data, and managing compliance, operational and marketing tasks. The Senior Analyst will be a part of a small team in a fast-paced and entrepreneurial environment and will have constant interaction with the senior members of the team. The position is based in New York City and would be in office 5 days a week.

Responsibilities:

• Absorb and learn the investment philosophy and process behind hedge funds, private equity, venture capital, private credit, real estate and other asset classes
• Develop understanding of financial markets and investment strategies
• Assist in investment due-diligence monitoring process of existing and prospective investments by participating in calls and meetings, writing investment update reports, and reviewing data related to investment team monitoring
• Support team in the investment due-diligence process including contributing analysis and critical thinking to the process
• Liaise with compliance and operations regarding existing investments
• Update internal research and marketing materials
• Collaborate on special research and ad-hoc educational projects

Qualifications:

• 3-7 years of experience working in the financial markets
• Bachelor’s Degree; preferably in Finance, Accounting, General Business or Business Management. Superior academic achievement at a top tier undergraduate program is required
• Work experience in financial services industry or experience working in investment manager due diligence is required
• Understanding of portfolio construction, risk management, equity and fixed income markets and instruments is preferred
• Strong analytical skills, critical-thinking and attention to detail. Must be an ambitious, dedicated, and results-oriented individual that is an independent thinker and takes ownership of his/her work and enjoys collaborating within a team environment
• Strong interest in financial markets/money management
• Proficiency in Microsoft Office in particular Excel and PowerPoint; knowledge of VBA and macros and familiarity with large data sets is preferred
• Strong written and verbal communication and presentation skills
• CFA Charterholder or candidate preferred

Compensation:

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $125,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.