Financial Markets Associate Role

3 weeks ago


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

About the Role

We are seeking an experienced Technology Associate to join our team in San Francisco. As a member of our Technology team, you will participate in transactional execution, working closely with analysts and other associates to prepare marketing pitches, review and formulate financial analysis, and present internal committee memoranda and client presentations.

Responsibilities

  • Researching industry sector and capital markets insights
  • Assessing comparable companies, precedent transactions and potential investors/buyers
  • Preparing and reviewing complex financial analyses and models
  • Crafting detailed memos, presentations and pitches
  • Conducting due diligence investigations
  • Coordinating group efforts for pitch and transaction related activity
  • Presenting materials internally to senior bankers and externally to clients of the firm
  • Training and mentoring Analysts within the team

Requirements

  • At least 3 years of experience in investment banking, primarily Technology related
  • Strong Microsoft Excel skills essential
  • Successful candidates must have particularly 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, lean deal team work environment
  • Organized and proactive; motivation to contribute to a positive, collaborative 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


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