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 individual to join its OAM Alternative Investment Group as an Investor Services Associate. This individual will be focused on investor servicing, transaction processing, operations, and client support for alternative investments such as hedge funds, private equity funds, and private credit funds.
Responsibilities
- Process and review alternative investment transactions, including:
- Subscriptions
- Redemptions
- Transfers
- Support Financial Advisors with:
- Platform questions
- Client subscriptions and redemptions
- Capital calls
- Distributions
- Review and approve AML/KYC documentation under U.S. and Cayman regulatory requirements
- Coordinate with fund managers, fund administrators, legal, compliance, accounting, and operations teams
- Maintain investor records and share register databases
- Resolve client and advisor inquiries
- Respond to audit requests
- Prepare management reports and assist with special projects
Qualifications:
- Bachelor's degree
- 3–5 years of financial services or client service experience
- Alternative investments knowledge (hedge funds, private equity, private credit)
- Strong Excel and computer skills
- High attention to detail and accuracy
- Ability to work effectively in a fast-paced, deadline-driven environment
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 $90,000.00 - $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Skills Required
- Bachelor's degree
- 3-5 years of financial services or client service experience
- Knowledge of alternative investments, including hedge funds, private equity, and private credit
- Strong Excel and computer skills
- High attention to detail and accuracy
- Ability to work effectively in a fast-paced, deadline-driven environment
Oppenheimer & Co. Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Oppenheimer & Co. Inc. and has not been reviewed or approved by Oppenheimer & Co. Inc..
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Leave & Time Off Breadth — Leave and time off offerings appear broad, with PTO, paid sick days, paid holidays, bereavement leave, and military leave available. This breadth indicates structured time-away support across multiple needs.
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Parental & Family Support — Parental and family support includes family medical leave and generous parental leave, with dependent care options also listed. These offerings suggest formal support for caregiving and family needs.
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Inclusive Benefits Coverage — Benefits span healthcare (medical, dental, vision, mental health), HSAs/FSAs, retirement and insurance options, plus an EAP, commuter benefits, legal assistance, and various discounts. The breadth points to a comprehensive baseline of programs across categories.
Oppenheimer & Co. Inc. Insights
What We Do
Oppenheimer & Co. Inc. is a leading national investment boutique with over a century of tradition. Oppenheimer’s culture of providing innovative, customized solutions to our clients sets us apart from our competitors. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans businesses, and institutions. We occupy a unique position in the industry, thanks to the dedication, expertise, and creativity of our people. Oppenheimer Financial Advisors draw on the extensive resources and expertise of nearly 1,900 other professionals, including those in Equity Research, Capital Markets, and Investment Banking. Oppenheimer Asset Management Inc., Oppenheimer Life Agency Ltd., Oppenheimer Trust Company of Delaware and Oppenheimer & Co. Inc. are wholly owned subsidiaries of Oppenheimer Holdings Inc., an integrated financial holding company. Oppenheimer is a registered broker-dealer and investment advisory firm. Securities are offered through Oppenheimer.
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