Financial Institutions Investment Banking Associate (NY)

Oppenheimer & Co Inc; New York (NY); Hybride; USD 150 000 - 160 000; Plein temps

Résumé du poste

Oppenheimer & Co. Inc. in New York is seeking an Investment Banking Associate for the Financial Institutions group. The role involves supporting senior bankers on sell- and buy-side advisory, underwriting, and placing equity and debt for public and private companies.

You will work closely with senior team members, contribute to client presentations, conduct financial modeling, and monitor industry trends while maintaining rigorous analysis and collaboration.

Qualifications

• At least 2 years of experience in investment banking, primarily Financial Institutions related
• Strong verbal and written communication skills
• Elevated attention to detail and consistency in work product
• Strong work ethic and team player
• Organized and proactive
• Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
• Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter

Responsabilités

• Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required
• Transaction execution involving direct client interaction and communication
• Conducting extensive financial modeling and valuation
• Assessing industry research and trends

Description du poste

Oppenheimer & Co. Inc. in New York is seeking an Investment Banking Associate for the Financial Institutions group. The role involves supporting senior bankers on sell- and buy-side advisory, underwriting, and placing equity and debt for public and private companies.

You will work closely with senior team members, contribute to client presentations, conduct financial modeling, and monitor industry trends while maintaining rigorous analysis and collaboration.