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Technology Investment Banking Analyst

2 months ago


San Francisco, California, United States Oppenheimer & Co. Inc. Full time
Job Overview

About Oppenheimer & Co. Inc.:

Oppenheimer & Co. Inc. is a comprehensive financial services organization, delivering a broad spectrum 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 operations in international locations.

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 diverse mix of industry expertise and service lines empowers us to provide tailored advice, strategies, and capital to our target clientele – high-growth, entrepreneurial, middle-market enterprises.

Position Summary:

We are currently seeking a proficient Analyst (2nd / 3rd year) to enhance our Technology team in San Francisco. The selected candidate will collaborate closely with senior professionals within the Technology Group, gaining valuable exposure to both sell-side and buy-side advisory, as well as the underwriting and placement of equity and debt offerings for both public and private entities. Technology Analysts engage in a variety of strategic transactions for leading and emerging firms across multiple sectors, including Software, Internet, and Hardware. You will manage several projects concurrently, working alongside teams of experts both within the group and across the organization.

This role necessitates regular office attendance from Monday to Friday.

Key Responsibilities:

  • Develop and prepare client presentations, draft offering memoranda, internal committee documents, management, and board presentations, along with other required materials.
  • Execute transactions involving direct interaction and communication with clients.
  • Oversee client due diligence processes.
  • Conduct comprehensive financial modeling and valuation analyses.
  • Evaluate industry research and emerging trends.

Required Qualifications:

  • A minimum of 1-2 years of experience in investment banking, particularly in Technology.
  • A strong enthusiasm for the Technology sector.
  • Proficient in Microsoft Excel.
  • Excellent verbal and written communication abilities.
  • Meticulous attention to detail and consistency in deliverables.
  • A robust work ethic and a collaborative team spirit, capable of managing multiple tasks in a dynamic, lean deal team environment.
  • Organized and proactive, with a commitment to fostering a positive, collaborative team culture.
  • Strong interpersonal skills.
  • Familiarity with Dealogic, CapIQ, Bloomberg, and the MS Office suite is highly desirable.
  • Possession of Series 63, 79 licenses, and Securities Industry Essentials (SIE) Exam is required at the time of hiring or shortly thereafter.

Compensation Information:

In compliance with California law, Oppenheimer is obligated 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. The estimated base salary range is $90,000 to $110,000. Additionally, certain roles may qualify for supplementary forms of compensation, such as discretionary bonuses.

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