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Reposted 4 Days AgoSaved
In-Office
New York, NY, USA
70K-85K Annually
Mid level
70K-85K Annually
Mid level
Financial Services
The Reconciliation & Corporate Actions Analyst will perform cash and position reconciliations, research corporate actions, liaise with custodians, and support reporting cycles and process improvements in an asset management context.
Top Skills: AdventBloombergEagleExcelReconciliation Tools
Reposted 7 Days AgoSaved
In-Office
New York, NY, USA
90K-110K Annually
Mid level
90K-110K Annually
Mid level
Financial Services
The Performance and Reporting Analyst will support investment performance reporting, ensure accuracy in rate of return calculations, manage internal and external reporting, and lead performance-related projects.
Top Skills: AddeparClearwaterExcelTableauVestmark One
8 Days AgoSaved
In-Office
New York, NY, USA
100K-150K Annually
Junior
100K-150K Annually
Junior
Financial Services
Support a Senior Analyst covering electronic components, consumer hardware, and digital media. Conduct company and thematic research, build and maintain integrated 3-statement financial models, manage proprietary data sets and valuation comps, initiate independent research projects under tight deadlines, and communicate clear, evidence-based investment opinions in written reports and internal collaboration.
Top Skills: Excel
Reposted 14 Days AgoSaved
In-Office
New York, NY, USA
85K-100K Annually
Senior level
85K-100K Annually
Senior level
Financial Services
The role involves performing surveillance reviews, ensuring compliance in capital markets activities, and providing guidance on policies to business departments.
Top Skills: ExcelMS OfficeWord
Reposted 14 Days AgoSaved
In-Office
San Francisco, CA, USA
100K-100K Annually
Entry level
100K-100K Annually
Entry level
Financial Services
The Office Manager will provide general administrative support, manage calendars, coordinate meetings and events, assist with recruitment, and maintain office supplies.
Top Skills: ExcelMS OfficeOutlookPowerPointWordZoom
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Reposted 14 Days AgoSaved
In-Office
Florham Park, NJ, USA
80K-100K Annually
Senior level
80K-100K Annually
Senior level
Financial Services
The Regional Operations Manager oversees day-to-day operations, including money movement, order processing, account opening, and staff training, ensuring compliance with FINRA rules.
Top Skills: 63/65 Or 668 Or 9 & 10Finra Series 7Microsoft Office Suite
Reposted 14 Days AgoSaved
In-Office
New York, NY, USA
130K-150K Annually
Senior level
130K-150K Annually
Senior level
Financial Services
The Senior Director will enhance client experiences in financial planning, educate financial professionals, and develop relationships to promote Oppenheimer's financial planning services.
Top Skills: MS OfficeMoneyguidepro
Reposted 14 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Financial Services
Supervise operations functions including fund movements and order processing, train staff, liaise with firm infrastructure, and support onboarding.
Top Skills: FinraMicrosoft Office Suite
Reposted 14 Days AgoSaved
In-Office
New York, NY, USA
90K-125K Annually
Mid level
90K-125K Annually
Mid level
Financial Services
Review marketing materials for compliance with FINRA and SEC rules, draft disclosures, submit materials to FINRA, and advise advisers on marketing issues.
Top Skills: Finra RegulationsSec Regulations
22 Days AgoSaved
In-Office
New York, NY, USA
35K-36K Annually
Junior
35K-36K Annually
Junior
Financial Services
The messenger will deliver documents and packages across the firm using various transportation methods while maintaining communication and records. Responsibilities include planning efficient delivery routes, loading and unloading items, and complying with privacy rules.
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