Oppenheimer Holdings

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

Oppenheimer Holdings$90K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-2 years of experience in corporate/investment banking, restructuring advisory, or accounting (big four preferred)
  • Strong quantitative and qualitative analytical skills
  • Excellent verbal and written communication skills, with an executive presence
  • High attention to detail and consistency in deliverables
  • Demonstrated maturity, integrity, and leadership qualities
  • Self-driven team player thriving in fast-paced environments
  • FINRA Registrations: SIE 7, 79, 63 licenses required upon hiring or shortly thereafter

Responsibilities

  • Lead day-to-day transaction execution under senior bankers' guidance
  • Draft marketing documents and pitch presentations
  • Conduct due diligence and manage client interactions for debt advisory transactions
  • Develop and oversee financial models and valuation analyses
  • Support business development and marketing initiatives
  • Prepare presentations and memoranda for clients and internal committees
  • Analyze industry research and trends

Benefits

  • Opportunity to work closely with senior leaders in a high-stakes environment
  • Exposure to a diverse range of strategic financial alternatives
  • Involvement in impactful client advisory and restructuring projects
  • Professional development and potential for upward mobility
  • Dynamic, entrepreneurial team atmosphere
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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