Investment Banking Associate
4 days ago
Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a highly skilled and detail-oriented individual to join our Oppenheimer Asset Management team as an Investor Services Associate.
Responsibilities- Transaction Processing: Process and review investor transactions, including subscriptions, redemptions, and transfers for hedge funds, private equity funds, and private credit funds.
- Client Support: Assist Financial Advisors with platform questions, client subscriptions, redemptions, capital calls, and distributions.
- Anti-Money Laundering: Review and approve Anti-Money Laundering documents in accordance with US and Cayman regulations.
- Interfacing with Stakeholders: Interact with hedge fund principals and their fund administrators, as well as internal groups such as accounting, operations, legal, and compliance.
- Investor Support: Field inquiries from Financial Advisors and internal sales teams on alternative investment offerings.
- Database Management: Review the investor share register database to ensure accurate setup and completion of subscriptions, capital calls, distributions, and redemption activity.
- Operational Support: Interact with internal operational and business control departments to resolve client questions and issues.
- Administrative Tasks: Assist with daily administrative tasks, including answering phones, typing correspondence, filing, and name/address updates.
- Reporting and Feedback: Provide periodic reports and feedback to senior management.
- Ad Hoc Projects: Assist in ad hoc projects to support AIG business initiatives.
- Education: Bachelor's Degree
- Experience: 3-5 years of financial industry experience in client services
- Skills: Strong computer and Excel skills, attention to detail and accuracy, ability to work efficiently in a deadline-driven environment
A reasonable estimate of the current base salary range is $90,000.00 to $100,000.00 at the time of this posting. Certain positions are eligible for additional forms of compensation such as discretionary bonus.
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