Oppenheimer Holdings

Investment Banking Healthcare M&A Associate

Oppenheimer Holdings$150K — $170K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in M&A investment banking, preferably with a focus on Healthcare.
  • Proficient in Microsoft Excel for financial modeling and analysis.
  • Strong aptitude for both quantitative and qualitative analysis, with emphasis on detail.
  • Excellent verbal and written communication skills tailored for client interaction.
  • High level of maturity and leadership demonstrated through experience.
  • Organized, proactive, and capable of managing multiple tasks effectively.
  • Familiarity with Dealogic, CapIQ, Bloomberg, and other financial tools is a plus.
  • Possession of SIE, Series 63, and 79 FINRA registrations, or acquired shortly after hiring.

Responsibilities

  • Prepare comprehensive client presentations and offering memoranda.
  • Engage directly with clients during transaction execution and communication.
  • Coordinate business due diligence and lead M&A transaction processes.
  • Conduct complex financial modeling and valuation assessments.
  • Support marketing initiatives for new business development.
  • Analyze industry trends and research to inform strategy.
  • Train and mentor Analysts on best practices and methodologies.

Benefits

  • Exposure to high-profile healthcare M&A transactions.
  • Opportunity to work closely with senior professionals in a collaborative environment.
  • Access to a vast network of public/private healthcare companies.
  • Professional development opportunities including mentorship and training.
  • Engagement in both sell-side and buy-side advisory activities.
Full Job Description
Job Description

Our Healthcare M&A team is seeking an experienced Associate to join our New York office. The role offers the opportunity to work closely with senior professionals on valuations, financial analyses, due diligence, and the execution of M&A transactions. The Associate will gain meaningful exposure to both sell-side and buy-side advisory assignments across public/private companies within the healthcare sector.

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
  • Coordinate and perform business due diligence and execute M&A transactions
  • Conducting extensive financial modeling and valuation
  • Support new business and marketing initiatives as appropriate
  • Assessing industry research and trends
  • Training and mentoring Analysts on the team

Qualifications:
  • Experience in M&A investment banking, preferably Healthcare focused
  • Strong Microsoft Excel skills essential
  • Demonstrated aptitude for quantitative and qualitative analysis
  • Strong verbal and written communication skills
  • Elevated attention to detail and consistency in work product
  • High degree of maturity, integrity, demonstrated leadership skills and work ethic
  • Organized and proactive
  • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
  • SIE, Series 63, 79 FINRA registrations required at the 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 - $170,000.00 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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