Job Description

Investment Banking Associate – Technology Group (San Francisco, CA)

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.

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

Our Technology team is actively looking for an experienced Associate (1st or 2nd year) to join our team in San Francisco. Associates serve as critical members of the team. You will participate in the full cycle of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and other associates, as well as assisting senior bankers. The Associate will be given significant responsibility in transaction execution across many verticals including Software, Internet, and Hardware. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm. This position requires in-person office attendance Monday-Friday.

Position is available for immediate hire.

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

• At least 3 years of experience in investment banking, primarily Technology related
• Strong Microsoft Excel skills essential
• Successful candidates must have particularly strong quantitative, writing and interpersonal skills
• Elevated attention to detail and consistency in work product
• Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment
• Organized and proactive; motivation to contribute to a positive, collaborative team culture
• Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
• Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter

Compensation

For job postings in California, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California 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 discretionary bonus.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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