Investment Banking Associate, Technology

Oppenheimer Holdings; New York (NY); In loco; USD 170.000 - 190.000; Tempo pieno

Vantaggi offerti da questo lavoro

Discretionary bonus

Competitive benefits

Descrizione del lavoro

Oppenheimer & Co. Inc. in New York is seeking an Investment Banking Associate for the Technology sector.

You will participate in the full cycle of deal execution, from preparing marketing pitches to presenting to clients, while guiding analysts and coordinating with senior bankers. The role requires at least 3 years of technology-focused investment banking experience, strong quantitative and writing skills, and a track record of detail-oriented work in a fast-paced environment.

Competenze

• 3+ years of investment banking experience, focused on Technology.
• Strong quantitative and written communication skills.
• Attention to detail and thorough work ethic.
• Ability to multi-task in a fast-paced, lean deal environment.
• Proficient with Dealogic, CapIQ, Bloomberg and MS Office.

Mansioni

• Participate in full-cycle execution including pitches and client presentations.
• Prepare and review financial analyses and models.
• Draft internal memos and external collateral.
• Coordinate group efforts for pitches and transactions.
• Present materials to senior bankers and clients.
• Mentor junior analysts.

Conoscenze

Financial modeling

Valuation analysis

Market research

Presentation & pitches

Team leadership

Deal execution

Strumenti

Dealogic

CapIQ

Bloomberg

MS Office

Descrizione del lavoro

Investment Banking Associate, Technology

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 Associate to join our team in New York. Associates serve as critical members of the team. You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and other associates, as well as assisting senior bankers. The Associate will be given significant responsibility in transaction execution across verticals. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm.

Responsibilities:

• Researching industry sector and capital markets insights
• Assessing comparable companies, precedent transactions and potential investors/buyers
• Preparing and reviewing complex financial analyses and models
• Crafting detailed memos, presentations and pitches
• Coordinating group efforts for pitch and transaction related activity
• Presenting materials internally to senior bankers and externally to clients of the firm
• Training and mentoring Analysts within the team

Qualifications:

• At least 3 years of experience in investment banking, primarily Technology related
• Successful candidates must have particularly strong quantitative, writing and interpersonal 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
• 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 $170,000.00 - $190,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.