Investment Banking Analyst, Technology

Oppenheimer & Co. Inc.; New York (NY); On-site; USD 115,000 - 130,000; Full time

Job summary

Oppenheimer & Co. Inc. in New York seeks an experienced Technology Analyst to join our Technology Group. You will collaborate with senior bankers on sell- and buy-side advisory, and participate in underwriting and placing equity and debt for public and private companies.

The role involves developing client materials, executing transactions, and performing extensive financial modeling. A strong tech focus, teamwork, and multitasking in a fast-paced environment are essential.

Qualifications

• At least 2 years of investment banking experience, technology-focused.
• Passion for the Technology industry.
• Strong Microsoft Excel skills.
• Excellent verbal and written communication abilities.
• Detail-oriented and proactive with a strong work ethic.
• Team player capable of multitasking in a fast-paced deal environment.
• Dealogic, CapIQ, Bloomberg and MS Office knowledge preferred.
• SIE, 79, 63 FINRA registrations required at hiring or soon after.

Responsibilities

• Prepare client presentations, offering memoranda and board materials.
• Execute transactions involving direct client interaction and communication.
• Manage client due diligence processes.
• Build financial models and perform valuations.
• Analyze industry research and trends.

Skills

Investment banking

Excel skills

Communication skills

Team player

Tools

Dealogic

CapIQ

Bloomberg

MS Office

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.

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, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies.

Job Description

Our Technology team is actively looking for an experienced Analyst to join our team in New York. The candidate will be working closely with senior members of the Technology Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Technology Analysts work on a variety of strategic transactions for leading and emerging companies spanning 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.

Responsibilities

• Create and prepare client presentations, drafting offering memoranda, internal committee memoranda, management and board presentations and other materials as required
• Transaction execution involving direct client interaction and communication
• Managing client due diligence processes
• Conducting extensive financial modeling and perform valuation analyses
• Assessing industry research and trends

Qualifications

• At least 2 years of experience in investment banking, primarily Technology related
• Passion for the Technology industry
• Strong Microsoft Excel skills essential
• Strong verbal and written communication 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
• Strong interpersonal skills
• Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
• SIE, 79, 63 FINRA registrations 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 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 $115,000.00 - $130,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.