Research Associate Position
22 hours ago
We are seeking a highly skilled Equity Research Associate to join our team at Oppenheimer & Co. Inc. in New York City.
The ideal candidate will have prior experience in equity research, preferably covering the technology sector or a strong interest in moving to cover the software sector. Strong background in finance and accounting, as well as proficiency in modeling complex businesses, is a must-have skill. Effective communication of investment ideas and financial data in written and oral formats is a strong plus.
The research associate will be part of a small team and will work in conjunction with and support the senior analyst on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis.
The position demands independence, initiative, a willingness to travel to industry events, and entrepreneurship. The associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical.
Key Responsibilities:
- Build and maintain integrated I/S, B/S, and C/F models, and organize and maintain industry data.
- Write and produce company initiations, equity research reports, and marketing presentations.
- Interact with internal sales and trading and external clients, demonstrating strong sales and communication skills.
- Work independently, initiate and accomplish projects with minimal supervision, and demonstrate self-starting skills.
- Organize, prioritize, and manage multiple projects simultaneously.
- Develop strong Excel skills and a fair command of Word, PowerPoint, Bloomberg, and FactSet.
Preferred Qualifications:
- MBA and/or CFA and/or BBA, or comparable graduate degree.
- FINRA Registrations (SIE Securities Exam/63/86/87).
Compensation:
A reasonable estimate of the current base salary range is $100,000.00 to $150,000.00 at the time of this posting. Certain positions are eligible for additional forms of compensation such as discretionary bonus.
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