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

  • 5-7 years of finance or equity research experience, preferably in specific sectors like video games or consumer electronics.
  • Strong financial modeling skills; ability to create 3-statement models from scratch in Excel.
  • Excellent written communication skills; capable of producing high-quality reports efficiently.
  • Demonstrated intellectual curiosity and adaptability; openness to revising opinions based on new information.
  • Proficient in managing multiple projects independently with minimal supervision. 

Responsibilities

  • Support the Senior Analyst in creating and marketing comprehensive equity research products.
  • Build and maintain detailed financial models for covered companies, ensuring accuracy and comprehensiveness.
  • Organize proprietary industry data sets to assist in developing investment theses and valuations.
  • Independently manage and complete research projects, prioritizing tasks effectively under tight deadlines.
  • Articulate strong investment perspectives through clear and evidence-based writing, collaborating internally as needed.

Benefits

  • Opportunity to work closely with experienced industry professionals in a high-growth team.
  • Exposure to a diverse range of sectors including electronic components and digital media.
  • Fast-paced, dynamic work environment that encourages independent project management.
  • Chance to develop deep expertise in equity research and financial analysis within 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. The candidate must be able to build a working 3-statement model in Excel from scratch.
  • 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.

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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