Investment Banking Associate - Financial Institutions

Oppenheimer & Co. Inc.; New York (NY); On-site; USD 150,000 - 160,000; Full time

Job summary

A leading investment bank is seeking an experienced Associate for its New York office to work with senior team members in financial institutions. Key responsibilities include preparing client presentations, managing due diligence processes, and conducting financial modeling. Ideal candidates should have at least 2 years of investment banking experience, strong Excel and communication skills, and be organized with a robust work ethic. Compensation ranges from $150,000 to $160,000, with potential bonuses.

Qualifications

• At least 2 years of experience in investment banking, primarily in Financial Institutions.
• Strong Microsoft Excel skills essential.
• Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required.

Responsibilities

• Preparing client presentations, drafting offering memoranda and board presentations.
• Transaction execution involving direct client interaction.
• Managing client due diligence processes.
• Conducting extensive financial modeling and valuation.
• Assessing industry research and trends.

Skills

Microsoft Excel

Verbal communication

Written communication

Attention to detail

Team player

Organizational skills

Tools

Dealogic

CapIQ

Bloomberg

MS Office suite

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.

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 range of services include Equity Capital Markets, Debt Capital Markets, Mergers & Acquisitions as well as Debt Advisory & Restructuring. 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 Financial Institutions team is actively looking for an experienced Associate for our New York office. The candidate will be working closely with senior members of the Financial Institutions 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.

Responsibilities

• 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
• Managing client due diligence processes
• Conducting extensive financial modeling and valuation
• Assessing industry research and trends

Qualifications

• At least 2 years of experience in investment banking, primarily Financial Institutions related
• 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
• 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

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 $150,000.00 – $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.