Investment Banking Analyst - Technology (San Francisco, CA)

SupportFinity™; Berkeley (CA); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Oppenheimer & Co. Inc. is looking for an experienced Investment Banking Analyst to join their Technology team in San Francisco. The role involves working on strategic transactions and preparing presentations related to client interactions.

Candidates should have 1-2 years of experience in investment banking, a passion for technology, and strong Excel skills. The compensation for this role is estimated between $100,000 and $110,000 annually, with bonuses possible.

Qualifications

• Experience focusing on Technology-related projects.
• Ability to create presentations and conduct financial modeling.
• Organized approaches and proactive contributions to team culture.

Responsibilities

• Prepare client presentations and offering memoranda.
• Manage client interactions and due diligence processes.
• Conduct financial modeling and valuation analyses.

Skills

Strong Microsoft Excel skills

Strong verbal and written communication skills

Attention to detail

Interpersonal skills

Ability to multi-task

Education

1-2 years of experience in investment banking

Series 63, 79 licenses and SIE Exam

Tools

Dealogic

CapIQ

Bloomberg

MS Office suite

Job description

Investment Banking Analyst - Technology (San Francisco, CA)

Oppenheimer & Co. Inc. | Posted Mar 13

Full-time

Advanced (5-10 yrs)

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 innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. 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 Analyst (2nd / 3rd year) to join our team in San Francisco. 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. This position requires in-person office attendance Monday-Friday.

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 1-2 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
• 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 $100,000.00 - $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.