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Mutual Fund Services Product Specialist (ETF-CEF)

Company: Oppenheimer & Co Inc
Location: New York
Posted on: May 16, 2022

Job Description:

Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Oppenheimer & Co. Inc. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from over 90 offices in major financial centers in the Unites States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv. Oppenheimer employs over 3,200 people. General responsibilities include:

  • Provide mutual fund sales and marketing support for OPCO Financial Advisors for US, offshore funds, exchange-traded funds, corporate cash offerings, 529 plans and donor-advised funds.
  • Contribute to marketing effort with development of investment themes and fund features based on investment categories, benchmark and product analysis.
  • Support the review and onboarding process for mutual funds, ETFs and CEFs while tracking FA/client requests.
  • Meet regularly with Legal, Compliance and Operations departments to review and enhance policies and procedures.
  • Provide analysis of existing and proposed mutual fund portfolios for OPCO clients and prospects.
  • Work collaboratively with team members managing incoming FA call volume and manage outgoing call campaigns.
  • Primary product specialist for exchange-traded fund (ETF) and closed-end fund distribution, providing ongoing analysis and information to Opco Financial Advisors.
  • Develop, maintain and deliver ETF and CEF research tools.
  • Direct the vetting process for ETF access to the field, creating and maintaining marketing pieces describing the eligible universe for retail and advisory accounts.
  • Present research and marketing themes to the field through various media, including National Sales' weekly call, in-person and Zoom training.
  • Occasional travel for fund due diligence meetings and branch product promotion. Qualifications:
    • Bachelor's Degree; preferably in Finance, Accounting, General Business or Business Management
    • Required minimum of 3 years experience in broker/dealer, asset management, mutual funds, ETFs and CEFs
    • Strong analytical skills, critical-thinking and attention to detail
    • Knowledge of financial markets and investment management with specific experience screening ETFs, CEFs or mutual funds
    • Outstanding communication skills and the ability to build strong relationships
    • Position would require a highly detailed individual capable of multi-tasking and communicating effectively to a wide audience
    • Ideal candidate must be a self-starter with strong business analyst skills and project management capabilities
    • Exceptional work ethic and time management skills
    • Must demonstrate strong accuracy and thoroughness in all facets of daily work
    • Ability to work independently as well as within a professional group environment Licensing and Technical Requirements:
      • Series 7 or 6 and Series 66 (or 63 & 65) preferred
      • Must possess a high degree of proficiency with technology including of Microsoft Office (Word, Excel, Outlook, and Access)
      • Experience with Morningstar Advisor Workstation and/or Morningstar Direct and Thomson InvestmentView is essential with the ability to learn new industry-related tools

Keywords: Oppenheimer & Co Inc, New York , Mutual Fund Services Product Specialist (ETF-CEF), Other , New York, New York

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