Strong background in accounting and finance with advanced skills in integrated 3-statement modeling and valuation.
Proven ability to write clearly and concisely, producing high-quality research reports under time constraints.
Intellectual honesty and a high degree of curiosity, with the ability to adapt views based on new information.
Self-starter attitude with the capability to work independently and manage multiple priorities.
Experience in equity research, particularly in video games, consumer electronics, or semiconductors is preferred.
Strong attention to detail and analytical rigor, with a willingness to acknowledge knowledge gaps.
Responsibilities
Support the Senior Analyst in developing and marketing equity research products, including company-specific reports and thematic industry analysis.
Build and maintain integrated income statements, balance sheets, and cash flow models for covered companies.
Organize and maintain proprietary industry data sets and valuation 'comps' to support investment theses.
Independently initiate and complete research projects with minimal supervision, often under tight deadlines.
Express strong, well-reasoned investment opinions through clear writing and internal collaboration.
Benefits
Opportunity to work in a fast-paced, high-growth environment.
Direct mentorship from a Senior Analyst in a specialized field.
Engagement with cutting-edge sectors like electronic components and digital media.
Chance to develop and market equity research products.
Exposure to a collaborative team focused on evidence-based investment strategies.
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.
