Oppenheimer Holdings

Research Associate - Emerging Technologies and Services

Oppenheimer Holdings$100K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong background in accounting and finance with ability to model complex scenarios.
  • Proven ability to write clearly and concisely without hyperbole.
  • High degree of intellectual curiosity and openness to updating views based on new information.
  • Self-starter with capacity to manage multiple priorities independently.
  • Preferred experience in equity research, video games, consumer electronics, or semiconductors.
  • Strong attention to detail and analytical rigor.
  • Ability to build a working 3-statement model in Excel from scratch.

Responsibilities

  • Support Senior Analyst in developing and marketing equity research products.
  • Build and maintain integrated income statements, balance sheets, and cash flow models.
  • Organize and maintain proprietary industry data sets and valuation comparables.
  • Independently initiate and complete research projects under tight deadlines.
  • Express strong, evidence-based investment opinions through clear writing and collaboration.

Benefits

  • Opportunities to gain hands-on experience in a fast-paced research environment.
  • Exposure to high-growth sectors like electronic components and digital media.
  • Potential for professional development through collaboration with a Senior Analyst.
  • Chance to work within a dynamic, innovative team focused on emerging technologies.
Full Job Description
Job Description:

Oppenheimer & Co. Inc. is seeking a Research Associate to join our Emerging Technologies and Services team in New York City. Working directly with a Senior Analyst, you will help cover a high-growth universe spanning electronic components, consumer hardware, and digital media (including video games and mobile AdTech). This is a fast-paced role for a self-starter who excels at complex financial modeling and clear, evidence-based investment writing.

Responsibilities
  • Research & Analysis: Support the Senior Analyst in developing and marketing equity research products, including company-specific reports and thematic industry analysis.
  • Financial Modeling: Build and maintain integrated income statements, balance sheets, and cash flow models for covered companies.
  • Data Management: Organize and maintain proprietary industry data sets and valuation "comps" to support investment theses.
  • Project Ownership: Independently initiate and complete research projects with minimal supervision, often under tight deadlines.
  • Communication: Express strong, well-reasoned investment opinions through clear writing and internal collaboration.

Requirements
  • Finance Expertise: Strong background in accounting and finance with the ability to model complex business scenarios. Advanced skills in integrated 3-statement modeling and valuation.
  • Communication Skills: Proven ability to write clearly and concisely without hyperbole. Ability to produce high-quality research reports under time constraints.
  • Mindset: Intellectual honesty, a high degree of curiosity, and the "nimbleness" to update views when presented with new facts.
  • Work Ethic: A self-starter attitude with the ability to work independently and manage multiple priorities.
  • Education/Experience: Experience in equity research, video games, consumer electronics, or semiconductors is preferred.
  • Soft Skills: Ability to admit knowledge gaps and orient quickly when dealing with unknowns.
  • Analytical Rigor: Strong attention to detail and high degree of intellectual curiosity.
  • Ability to build a working 3-statement model in Excel from scratch.

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 the City of 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 $100,000.00 - $150,000.00 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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