Oppenheimer Holdings

Investment Banking Debt Advisory & Restructuring Associate

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

Qualifications

  • Experience in investment banking, particularly in restructuring.
  • Strong skills in both quantitative and qualitative analysis.
  • Outstanding verbal and written communication skills with executive presence.
  • Meticulous attention to detail and consistency in deliverables.
  • High maturity, integrity, leadership aptitude, and strong work ethic.
  • Self-motivated team player, thriving in a dynamic, entrepreneurial environment.
  • FINRA Registrations: SIE 7, 79, 63 licenses required upon hiring or shortly thereafter.

Responsibilities

  • Lead transaction execution with guidance from Managing Directors.
  • Draft pitches and transaction marketing documents.
  • Conduct business due diligence and handle client interactions in advisory roles.
  • Develop and oversee financial models and valuation analyses.
  • Build and maintain client relationships and liaise with advisors.
  • Assist in marketing initiatives and support business development efforts.
  • Mentor and train junior team members.
  • Prepare a variety of materials for client presentations and internal committees.

Benefits

  • Opportunity to work in a leading investment banking firm with a strong focus on restructuring.
  • Involvement in high-stakes financial transactions and advisory for major stakeholders.
  • Collaborative environment with experienced professionals facilitating growth.
  • Opportunity for mentorship and professional development.
  • Work in a fast-paced, entrepreneurial setting that encourages initiative.
Full Job Description
Job Description

Our Investment Banking Debt Advisory & Restructuring team is actively looking for an Associate for our New York office. The candidate will be working closely with senior members of the Debt Advisory & Restructuring Group to advise companies, creditors and other stakeholders in evaluating Strategic Alternatives, including Special Situations Financing, Liability Management, M&A and Restructuring.

Responsibilities:
  • Lead day-to-day transaction execution under direction of Managing Directors
  • Lead pitch drafting as well as transaction marketing documents
  • Coordinate and perform business due diligence and execute debt advisory and restructuring transactions, including direct client interaction and communication
  • Conduct, review and oversee development of financial models, valuation analyses, research
  • Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
  • Support new business and marketing initiatives as appropriate
  • Train and mentor junior members on the team
  • Prepare client presentations, draft offering memoranda, prepare internal committee memoranda, prepare management and board presentations and other materials for senior bankers as required
  • Assess industry research and trends

Qualifications:
  • Experience in investment banking, specifically the restructuring sector
  • Demonstrated aptitude for quantitative and qualitative analysis
  • Exceptional communication skills and executive presence, both verbal and written
  • Elevated attention to detail and consistency in work product
  • High degree of maturity, integrity, demonstrated leadership skills and work ethic
  • Self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment
  • FINRA Registrations: SIE 7, 79, 63 licenses 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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