Investment Banking Associate
4 weeks ago
Oppenheimer & Co. Inc. is a leading financial services firm offering a wide range of investment banking, securities, investment management, and wealth management capabilities. Our Investment Banking Team is committed to delivering creative, market-based strategies to clients in various industries, including Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth, and Services.
Job Summary:
We are seeking an experienced Associate to join our Technology team in San Francisco. The successful candidate will participate in the full cycle of transactional execution, including preparing marketing pitches, reviewing and formulating financial analysis, and presenting internal committee memoranda and client presentations.
Responsibilities:
- Conduct industry research and analyze capital markets insights
- Assess comparable companies, precedent transactions, and potential investors/buyers
- Prepare and review complex financial analyses and models
- Craft detailed memos, presentations, and pitches
- Conduct due diligence investigations
- Coordinate group efforts for pitch and transaction-related activity
- Present materials internally to senior bankers and externally to clients
- Train and mentor Analysts within the team
Requirements:
- At least 3 years of experience in investment banking, primarily in Technology
- Strong Microsoft Excel skills essential
- Successful candidates must have strong quantitative, writing, and interpersonal skills
- Elevated attention to detail and consistency in work product
- Strong work ethic and team player mentality with the ability to multi-task in a fast-paced environment
- Organized and proactive; motivation to contribute to a positive team culture
- Dealogic, CapIQ, Bloomberg, and MS Office suite knowledge strongly preferred
- Series 63, 79 licenses, and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter
Compensation:
A reasonable estimate of the current base salary range is $150,000.00 to $170,000.00, with additional forms of compensation such as discretionary bonus available for certain positions.
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