At least 2 years of experience in investment banking, specifically in Financial Institutions.
Strong proficiency in Microsoft Excel is essential.
Excellent verbal and written communication skills.
High attention to detail and consistency in work output.
Demonstrated strong work ethic and ability to work collaboratively in a team.
Organized and proactive approach to tasks.
Familiarity with Dealogic, CapIQ, Bloomberg, and MS Office suite is strongly preferred.
Possession of Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required upon hiring or shortly thereafter.
Responsibilities
Prepare client presentations and draft offering memoranda.
Execute transactions with direct client interaction.
Manage client due diligence processes effectively.
Conduct extensive financial modeling and valuation analyses.
Assess industry research and trends to inform decision-making.
Benefits
Exposure to both sell side and buy side advisory roles.
Opportunities to work on equity and debt offerings for diverse clients.
Collaborative environment with senior bankers.
Professional development through hands-on experience in transaction execution.
Full Job Description
Job Description
Our Financial Institutions team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Financial Institutions 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.
Responsibilities:
Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required
Transaction execution involving direct client interaction and communication
Managing client due diligence processes
Conducting extensive financial modeling and valuation
Assessing industry research and trends
Qualifications:
At least 2 years of experience in investment banking, primarily Financial Institutions related
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
Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
Series 63, 79 FINRA 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 $150,000.00 - $160,000.00 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.
