Oppenheimer & Co. Inc. · 6 hours ago
Investor Services Associate
New York, NY
Full-time
Onsite
Mid Level
$90K/yr - $100K/yr
3+ years expOppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer. They are seeking an Investor Services Associate to process and review investor transactions, assist Financial Advisors, and ensure compliance with regulations.
Financial Services
Responsibilities
Processing and reviewing investor hedge fund, private equity fund and private credit fund transactions, including subscriptions, redemptions and transfers
Assist Financial Advisors with AIG platform questions, client subscriptions, redemptions, capital calls and distributions
Reviewing and approving Anti-Money Laundering documents pursuant to US and Cayman regulations
Interacting with hedge fund principals and their fund administrators
Field inquiries from Financial Advisors and internal sales teams on alternative investment offerings
Communicating with internal groups such as accounting, operations, legal and compliance with respect to transaction processing, billing, etc
Reviewing the investor share register database to ensure that all subscriptions, capital calls, distributions and redemption activity is set up and completed accurately
Interact with internal operational and business control departments to resolve client questions and issues
Assist with daily administrative tasks including answering phones, typing correspondence, filing and name/address updates
Responding to investor audit related inquiries
Providing periodic reports and feedback to senior management
Assist in ad hoc projects to support AIG business initiatives
Qualification
Required
Bachelor's Degree
3-5 years of financial industry experience in client services
Strong computer and excel skills and attention to detail and accuracy
Ability to work efficiently in a deadline driven environment
Benefits
Discretionary bonus
Company
Oppenheimer & Co. Inc.
Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.
1001-5000 employees
H1B Sponsorship
Oppenheimer & Co. Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (7)
2023 (6)
2022 (1)
2021 (6)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-09-05IPO
Leadership Team
Craig Schneider
Managing Director - Regional Director
Douglas Siegel
Managing Director, Chief Compliance Officer
Recent News
2026-01-08
2026-01-07
Company data provided by crunchbase