Performance and Reporting Analyst

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. Job Description: 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. The firm is seeking a Performance and Reporting Analyst to support the OAM department in New York. Responsibilities: Qualifications: - Fully support and maintain third party reporting systems. Including creating both internal and external reports - Ensure and verify accurate validation of rate of return calculations on a composite, account and sleeve level - Assist in the production of timely delivery of internal and external (client) reporting - Assist in managing and tracking all the firm’s p...