Financial Advisory Analyst

1 week ago


Saint Johnsbury, Vermont, United States Oppenheimer & Co. Full time

About Us:
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 92 locations in key financial hubs across the United States, alongside Investment Banking and Trading Desks in London, Hong Kong, and Tel Aviv.

Our Investment Banking Division is dedicated to delivering extensive industry expertise and innovative, market-driven strategies to clients across various sectors, with a particular emphasis on Technology, Media and Communications, Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, as well as Transportation and Logistics.

Our service groups encompass Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, and Restructuring and Special Situations Advisory.

This blend of industry focus and service offerings allows us to provide advice, strategies, and capital with a holistic banking approach tailored to our target clientele – high-growth, entrepreneurial, middle-market enterprises.


Position Overview:
We are seeking a qualified individual to join our Analyst / Associate team within the Latin America Group.

This role will be pivotal within the team, collaborating closely with the Head of Latin America, as well as cross-functional Managing Directors, Executive Directors, and Junior Bankers across all levels on proposals and engagements.

The ideal candidate will be entrusted with substantial responsibilities in executing transactions.

Key Responsibilities:
- Conducting research on industry sectors and capital market trends
- Evaluating comparable firms, historical transactions, and potential investors/buyers
- Developing and analyzing intricate financial models and analyses
- Composing detailed reports, presentations, and proposals
- Performing due diligence assessments
- Coordinating team efforts for proposal and transaction-related activities
- Presenting materials internally to senior bankers and externally to clients

Candidate Qualifications:
- A minimum of two years of experience in investment banking is essential
- Full professional proficiency in Spanish is required
- Familiarity with the Latin American market is preferred
- Proficient in Microsoft Office applications
- Strong verbal and written communication abilities
- Exceptional attention to detail and consistency in deliverables
- Capability to work autonomously as well as collaboratively within a team
- Organized and proactive approach
- Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam must be obtained at the time of hiring or shortly thereafter

Compensation:


In compliance with New York City regulations, Oppenheimer is obligated to provide a reasonable estimate of the salary range for this position.

This salary range is specific to New York City and considers various factors influencing salary decisions, including but not limited to skills, qualifications, experience, licenses, certifications, and other business and organizational requirements.

A reasonable estimate of the current base salary range is $100,000 to $170,000.00 at the time of this posting. Additionally, certain roles may qualify for other forms of compensation, such as discretionary bonuses.

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