Dallas Debt Advisory & Restructuring Senior Analyst

Oppenheimer & Co Inc; Dallas (TX); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Oppenheimer & Co. Inc. in Dallas is seeking a Senior Analyst for the Debt Advisory & Restructuring team. You will work closely with senior bankers to advise on strategic alternatives, evaluate liabilities, and assist in M&A and restructuring engagements.

The role requires 1–2 years of relevant experience, strong analytical and communication skills, and a proactive, detail-oriented mindset in a fast-paced environment. FINRA registrations are required at hiring or soon after.

Qualifications

• At least 1–2 years of relevant experience
• 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 excels in a fast-paced, entrepreneurial, challenging work environment
• FINRA Registrations: SIE, 7, 79, 63 licenses required at time of hiring or shortly thereafter

Responsibilities

• Lead day-to-day transaction execution under direction of senior bankers
• Lead pitch drafting as well as transaction marketing documents
• Coordinate and perform business due diligence and execute debt advisory and restructuring transactions, including direct client interaction and communication
• Conduct, review and oversee development of financial models, valuation analyses, research
• Support new business and marketing initiatives as appropriate
• Prepare client presentations, draft offering memoranda, prepare internal committee memoranda, prepare management and board presentations and other materials for senior bankers as required
• Assess industry research and trends

Skills

Quantitative analysis

Communication skills

Executive presence

Attention to detail

Leadership

Team player

Tools

Microsoft Excel

PowerPoint

Financial modeling

Job description

Oppenheimer & Co. Inc. in Dallas is seeking a Senior Analyst for the Debt Advisory & Restructuring team. You will work closely with senior bankers to advise on strategic alternatives, evaluate liabilities, and assist in M&A and restructuring engagements.

The role requires 1–2 years of relevant experience, strong analytical and communication skills, and a proactive, detail-oriented mindset in a fast-paced environment. FINRA registrations are required at hiring or soon after.