Financial Services Analyst
2 weeks ago
Oppenheimer & Co. (NYSE: OPY) is a comprehensive financial services organization, providing a diverse array of investment banking, securities, asset management, and wealth management solutions from numerous offices in key financial hubs across the United States, along with Investment Banking and Trading Desks located in international cities.
Our Investment Banking division is dedicated to offering profound industry insights and crafting innovative, market-driven strategies for clients across various sectors, particularly focusing on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications, as well as Transportation and Logistics. Our service offerings encompass Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, along with Restructuring and Special Situations Advisory. This blend of industry expertise and service lines allows us to provide tailored advice, strategies, and capital to our primary clientele - high-growth, entrepreneurial, middle-market enterprises.
Position Overview:
We are seeking a skilled Analyst (2nd / 3rd year) to contribute to our Technology team in a dynamic environment. The selected candidate will collaborate closely with senior professionals within the Technology Group, gaining exposure to both sell-side and buy-side advisory services, as well as underwriting and executing equity and debt offerings for both public and private entities. Technology Analysts engage in a range of strategic transactions for leading and emerging firms across multiple sectors, including Software, Internet, and Hardware. You will manage multiple projects concurrently, working alongside teams of experts both within the group and across the organization.
This role necessitates in-person office attendance from Monday to Friday.
Key Responsibilities:
- Develop and prepare client presentations, drafting offering memoranda, internal committee documents, management and board presentations, and other required materials
- Execute transactions involving direct client engagement and communication
- Oversee client due diligence processes
- Conduct comprehensive financial modeling and valuation analyses
- Analyze industry research and trends
- 1-2 years of experience in investment banking, with a focus on Technology
- Genuine interest in the Technology sector
- Proficient in Microsoft Excel
- Excellent verbal and written communication abilities
- Meticulous attention to detail and consistency in deliverables
- Strong work ethic and collaborative team spirit, capable of managing multiple tasks in a fast-paced environment
- Organized and proactive; motivated to foster a positive, cooperative team culture
- Exceptional interpersonal skills
- Familiarity with Dealogic, CapIQ, Bloomberg, and MS Office suite is highly preferred
- Possession of Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at the time of hiring or shortly thereafter
For job postings in California, Oppenheimer is mandated by law to provide a reasonable estimate of the salary range for this position. This salary range is specific to California and considers various factors in determining salary decisions, including but not limited to skills, qualifications, experience, licensure, certifications, and other organizational needs. A reasonable estimate of the current base salary range is $90,000 to $110,000. Additionally, certain roles may qualify for other forms of compensation, such as discretionary bonuses.
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