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 investment banking experience, particularly in M&A
  • Preferred background in the Consumer & Retail sector
  • Proficient in Microsoft Excel
  • Excellent verbal and written communication skills
  • Meticulous attention to detail
  • Strong organizational and proactive approach
  • Required FINRA licenses (Series 63, 79) and SIE Exam must be obtained upon hire

Responsibilities

  • Research industry trends to inform strategic decisions
  • Evaluate comparable companies and prior transactions
  • Develop and analyze complex financial models
  • Create detailed presentations and memos for pitches
  • Conduct thorough due diligence on potential deals
  • Lead coordination of pitch and transaction activities
  • Deliver presentations to senior bankers and clients
  • Guide and mentor junior Analysts on the team

Benefits

  • Collaborative work environment
  • Significant responsibility in transaction execution
  • Opportunities for mentorship and training
  • Access to industry-leading resources and tools
  • Professional development in a fast-paced setting
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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