Oppenheimer Holdings

Investment Banking Debt Advisory & Restructuring Senior Analyst (Dallas,TX)

Oppenheimer Holdings$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-2 years of relevant experience in investment banking, restructuring advisory, or corporate finance.
  • Strong quantitative and qualitative analytical skills.
  • Exceptional verbal and written communication abilities with executive presence.
  • High attention to detail and consistent work quality.
  • Demonstrated maturity, integrity, and leadership qualities.
  • Proven ability to thrive as a self-starter in fast-paced and challenging settings.
  • Possession or acquisition of FINRA registrations: SIE 7, 79, 63 required shortly after hiring.

Responsibilities

  • Lead daily transaction execution with guidance from senior bankers.
  • Draft pitch materials and marketing documents for transactions.
  • Perform business due diligence and facilitate client interactions for debt advisory and restructuring.
  • Develop and review financial models, valuations, and industry research.
  • Support the team in new business and marketing initiatives as needed.
  • Prepare presentations and offering memoranda for client and internal use.
  • Analyze industry trends to provide insights for transaction strategies.

Benefits

  • Opportunity to work directly with senior bankers and gain exposure to high-stakes transactions.
  • Engagement in a diverse range of projects, including M&A and restructuring.
  • Dynamic work environment that encourages entrepreneurial thinking and initiative.
  • Strong focus on professional development and building analytical skills.
Full Job Description
Job Description

Our Investment Banking Debt Advisory & Restructuring team is actively looking to add a Senior Analyst for our Dallas 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. Candidates with experience in corporate or investment banking, restructuring advisory or accounting (preferably one of the big four accounting firms) should apply.

Responsibilities
  • Lead day-to-day transaction execution under direction of senior bankers
  • 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
  • Support new business and marketing initiatives as appropriate
  • 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
  • At least 1-2 years of relevant experience
  • 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

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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