Investment Banking Associate, Financial Institutions — NYC

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

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.