Oppenheimer & Co. Inc. Tech Stack

Wealth management, capital markets, and investment banking for institutional and high-net-worth clients

Financial Services New York, NY 1,001–5,000 employees Founded 1881 Public Company

Oppenheimer is a traditional financial services firm with a 140+ year operating history, structured around three business lines: wealth management, capital markets (equities and debt), and investment banking. The tech stack is enterprise-standard (Excel, Bloomberg, FactSet, SQL Server, .NET/C#, Tableau) with no major adopting or replacing signals—a pattern consistent with a regulated, operationally mature organization. Current hiring focuses on support and finance roles, with active projects concentrated on equity research product development and financial planning infrastructure, suggesting internal focus on scaling advisory services rather than platform modernization.

Tech Stack 21 technologies

Core StackTableau C# SQL Server MongoDB JavaScript Angular React Excel Word Outlook PowerPoint Microsoft Office Bloomberg FactSet Visio IntelliJ IDEA .NET Framework NET Core Sybase OpenAPI CapIQ

What Oppenheimer & Co. Inc. Is Building

◆Challenges

Managing day-to-day operations of growing wealth practice
Increasing adoption of financial planning services
Growing wealth management practice
Service excellence standards
Compliance with anti-money laundering guidelines
Timely investment of client funds
Launching new product offerings
Internal controls effectiveness
Compliance with regulatory requirements
Audit of municipal public finance

▲Active Projects

Client event planning
Financial model building
Analytical reporting
Goals-based financial planning process
Equity research product development
Developing and marketing equity research products
Writing and producing equity research reports
Launch of new product offerings
Electronic blue sheet submission
Quality control review process of electronic blue sheet reports

Hiring Activity

Steady75 roles · 30 in 30d

Department

Support

Finance

Ops

Research

Compliance

Engineering

Sales

Legal

Seniority

Mid

Junior

Senior

Intern

Manager

Director

Staff

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About Oppenheimer & Co. Inc.

Oppenheimer & Co. is a public financial services firm headquartered in New York, founded in 1881. The company serves institutional and high-net-worth clients across three core divisions: Wealth Management (including retirement services and asset management), Capital Markets (equity and debt trading, research), and Investment Banking (M&A advisory). With 1,001–5,000 employees, the firm operates across the United States and maintains in-house research capabilities alongside client advisory operations. Current operational challenges center on scaling wealth management capacity, launching new product lines, and maintaining compliance with anti-money laundering and regulatory requirements.

HeadquartersNew York, NY

Company Size1,001–5,000 employees

Founded1881

Hiring MarketsUnited States

Frequently Asked Questions

What technology does Oppenheimer use?

Core stack: Bloomberg, FactSet, Excel, SQL Server, .NET/C#, Tableau for analytics. Desktop productivity via Office suite. No major recent platform migrations recorded.

What is Oppenheimer working on?

Primary focus: equity research product development and marketing, goals-based financial planning infrastructure, new product launches, and electronic blue sheet submission systems.