Job Specifications
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.
Job Description
Oppenheimer & Co. Inc., a leading investment bank, is seeking an Equity Research Associate to support its Internet franchise. This position is based in New York City.
The Research Associate will work closely with the lead analyst to develop and market equity research products, including research reports, financial models, and industry analyses. The role requires independence, initiative, and an entrepreneurial mindset, as the associate will take ownership of a wide range of responsibilities, including financial model building and updating, report writing, and other related tasks. Attention to detail, a strong work ethic, and the ability to multitask are essential.
Ideal Candidate Profile
Minimum of one year of equity research experience
Strong background in finance and accounting
Proficiency in modeling complex businesses
Key Qualifications And Skills
Financial Modeling & Analysis: Ability to build and maintain integrated income statement, balance sheet, and cash flow models; organize and maintain industry data;
Writing & Communication: Strong analytical and writing skills for producing company initiations, equity research reports, and marketing presentations;
Industry Passion: Genuine interest in the stock market, technology sector, and equity research. Prior exposure to financial markets and research is highly advantageous;
Sales & Client Interaction: Strong communication skills to engage with internal sales/trading teams and external clients professionally and responsively;
Independence & Initiative: Ability to manage projects with minimal supervision and prioritize multiple tasks effectively;
Technical Skills: Advanced Excel skills; proficiency in Word, PowerPoint, Bloomberg, and FactSet;
Preferred Credentials: Undergraduate degree in finance; CFA Level I or other relevant certifications preferred.
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 the Company
Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions. We have been providing customized strategies centered on the goals of our clients since 1881 — using our extensive experience, resources, research, and knowledge to help advance society, improve our communities, and leave the world a better place.
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