Job Description

Job Description

Job Description

Who We Are:

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies.

Job Description:

We are looking for a candidate to fill an Associate position in our Financial Institutions Group with a focus on Asset & Wealth Management, Real Estate and/or Insurance. Associates serve as critical members of the team, working directly with Managing Directors and Executive Directors as well as with Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution.

Responsibilities:

• Researching industry sector and capital markets insights
• Assessing comparable companies, precedent transactions and potential investors/buyers
• Preparing and reviewing complex financial analyses and models
• Crafting detailed memos, presentations and pitches
• Conducting due diligence investigations
• Coordinating group efforts for pitch and transaction related activity
• Presenting materials internally to senior bankers and externally to clients of the firm
• Training and mentoring Analysts within the team

Qualifications:

• Bachelor’s Degree required
• 2+ years of investment banking or active Financial Institutions transaction execution experience
• Experience with Specialty Finance and/or Asset Management verticals
• Demonstrated aptitude for quantitative and qualitative analysis
• Exceptional communication skills and executive presence, both verbal and written
• Elevated attention to detail and consistency in work product
• High degree of maturity, integrity, demonstrated leadership skills and work ethic
• Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work environment
• SIE, 79, 63 licenses required at 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 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 $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as

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