Oppenheimer Holdings

Investment Banking Associate - Consumer and Retail

Oppenheimer Holdings$170K — $190K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in investment banking, with a focus on M&A processes
  • Background in the Consumer & Retail sector preferred
  • Proficient in Microsoft Excel
  • Exceptional verbal and written communication skills
  • High attention to detail and consistency in work
  • Demonstrates a strong work ethic and a team-oriented attitude
  • Organized and proactive with project management
  • Familiarity with CapIQ, Factset, Bloomberg, and MS Office suite preferred
  • FINRA Registrations: Series 63, 79 licenses, and Securities Industry Essentials (SIE) Exam required at hiring or shortly thereafter

Responsibilities

  • Research industry sectors for informed decision-making
  • Assess comparable companies and analyze precedent transactions
  • Prepare and review financial analyses and complex models
  • Craft detailed memos and presentations for client pitches
  • Conduct thorough due diligence processes
  • Coordinate group efforts for pitch and transaction activities
  • Present materials to senior bankers and clients
  • Train and mentor Analysts within the team

Benefits

  • Opportunities for professional development and training
  • Collaboration with seasoned experts in the industry
  • Engagement in high-stakes projects within the Consumer & Retail market
  • Potential for performance-based bonuses
  • Access to advanced financial analysis tools and resources
Full Job Description
Job Description

Our Investment Banking department is actively looking for an Associate to join the Consumer & Retail Group in our New York office. Associates serve as critical members of the team, working directly with both Senior and Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution.

Responsibilities:
  • Researching industry sector
  • 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
  • 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

Qualifications:
  • Experience in investment banking and M&A processes more specifically
  • Experience with Consumer & Retail sector strongly preferred
  • 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
  • Organized and proactive
  • CapIQ, Factset, Bloomberg and MS Office suite knowledge strongly preferred
  • FINRA Registrations: Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter

Compensation:

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York 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 $170,000.00 - $190,000.00 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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