Oppenheimer Holdings

Investment Banking Analyst - Technology (San Francisco, CA)

Oppenheimer Holdings$100K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-2 years in investment banking, especially in Technology
  • Genuine passion for the Technology sector
  • Proficient in Microsoft Excel
  • Excellent verbal and written communication skills
  • High attention to detail and accurate work
  • Strong work ethic and a collaborative mindset
  • Organized, proactive, with good interpersonal skills
  • Familiarity with Dealogic, CapIQ, Bloomberg, and MS Office preferred
  • Series 63, 79 licenses and Securities Industry Essentials Exam required

Responsibilities

  • Create and prepare client presentations and offering documents
  • Execute transactions with direct client interaction
  • Manage client due diligence processes
  • Conduct financial modeling and valuation analyses
  • Assess and research industry trends

Benefits

  • In-person office attendance from Monday to Friday
  • Exposure to both sell side and buy side advisory
  • Involvement in diverse strategic transactions in a dynamic industry
  • Opportunity to work with senior professionals and learn directly from them
  • Collaborative team environment that fosters personal growth
Full Job Description
Job Description

Our Technology team is actively looking for an experienced Analyst (2 nd / 3 rd year) to join our team in San Francisco. The candidate will be working closely with senior members of the Technology Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Technology Analysts work on a variety of strategic transactions for leading and emerging companies spanning many verticals including Software, Internet, and Hardware. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm.

This position requires in-person office attendance Monday-Friday.

Responsibilities:
  • Create and prepare client presentations, drafting offering memoranda, internal committee memoranda, management and board presentations and other materials as required
  • Transaction execution involving direct client interaction and communication
  • Managing client due diligence processes
  • Conducting extensive financial modeling and perform valuation analyses
  • Assessing industry research and trends

Qualifications:
  • At least 1-2 years of experience in investment banking, primarily Technology related
  • Passion for the Technology industry
  • Strong Microsoft Excel skills essential
  • Strong verbal and written communication 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
  • Strong interpersonal skills
  • 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

Compensation:

For job postings in California, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

About Oppenheimer Holdings

Oppenheimer Holdings Inc. is a leading middle market investment bank and full service broker-dealer that has been providing investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services for over 130 years. The company is headquartered in New York City and has offices in major financial centers around the world. Oppenheimer Holdings Inc. is a publicly traded company and is listed on the New York Stock Exchange under the ticker symbol OPY.
Learn more about Oppenheimer Holdings
Size
2,853 employees
Market Cap
$462.9 million
Industry
Net Income
$122.9 million
5 Year Trend
+10.2%
Revenue
$1.1 billion
NASDAQ

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