Experience in M&A investment banking, preferably with a focus on healthcare.
Strong proficiency in Microsoft Excel is essential.
Aptitude for both quantitative and qualitative analysis is demonstrated.
Excellent verbal and written communication skills are required.
High attention to detail and consistency in work product is crucial.
Demonstrated maturity, integrity, leadership skills, and strong work ethic.
Organized and proactive approach to tasks is necessary.
Familiarity with Dealogic, CapIQ, Bloomberg, and MS Office suite is strongly preferred.
SIE, Series 63, and 79 FINRA registrations required upon hiring or shortly thereafter.
Responsibilities
Prepare client presentations and draft offering memoranda.
Execute transactions with direct client interaction and communication.
Coordinate and perform business due diligence for M&A transactions.
Conduct extensive financial modeling and valuation analyses.
Support new business and marketing initiatives as needed.
Assess industry research and trends to inform strategies.
Train and mentor Analysts on the team.
Benefits
Opportunity to work closely with senior professionals in the field.
Exposure to both sell-side and buy-side advisory assignments.
Engagement in meaningful M&A transactions within the healthcare sector.
Professional development through training and mentoring opportunities.
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 $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.
