Investment Banking Debt Advisory & Restructuring Associate

Oppenheimer & Co Inc; New York (NY); Hybrid; USD 170,000 - 190,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Oppenheimer & Co. Inc. in New York is seeking an Investment Banking Debt Advisory & Restructuring Associate to support senior bankers on strategic alternatives, liability management, M&A and restructuring.

You will lead day-to-day transaction execution under MD supervision, draft materials, perform due diligence, build financial models, and maintain client relationships while coordinating with professionals across the group.

Qualifications

• Experience in investment banking, specifically the restructuring sector.
• Aptitude for quantitative and qualitative analysis.
• Exceptional communication skills and executive presence, both verbal and written.
• Elevated attention to detail and consistency in work product.
• Maturity, integrity, leadership, and strong work ethic.
• Self-starting team player in a fast-paced, entrepreneurial environment.
• FINRA registrations: SIE, 79, 63 licenses required at hire or shortly after.

Responsibilities

• Lead day-to-day transaction execution under direction of Managing Directors.
• Lead pitch drafting and transaction marketing documents.
• Coordinate and perform due diligence and execute debt advisory and restructuring deals, including direct client interaction.
• Develop, review and oversee financial models, valuation analyses, and research.
• Maintain client relationships and contact with prospective clients and advisors.
• Support new business and marketing initiatives.
• Train and mentor junior team members.
• Prepare client presentations, offering memoranda and internal memos for senior bankers.
• Assess industry research and trends.

Skills

Investment banking experience

Restructuring knowledge

Quantitative analysis

Executive communication

Leadership

Attention to detail

Self-starting mindset

Job description

Investment Banking Debt Advisory & Restructuring Associate

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 Investment Banking Debt Advisory & Restructuring team is actively looking for an Associate for our New York office. The candidate will be working closely with senior members of the Debt Advisory & Restructuring Group to advise companies, creditors and other stakeholders in evaluating Strategic Alternatives, including Special Situations Financing, Liability Management, M&A and Restructuring.

Responsibilities:

• Lead day-to-day transaction execution under direction of Managing Directors
• Lead pitch drafting as well as transaction marketing documents
• Coordinate and perform business due diligence and execute debt advisory and restructuring transactions, including direct client interaction and communication
• Conduct, review and oversee development of financial models, valuation analyses, research
• Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
• Support new business and marketing initiatives as appropriate
• Train and mentor junior members on the team
• Prepare client presentations, draft offering memoranda, prepare internal committee memoranda, prepare management and board presentations and other materials for senior bankers as required
• Assess industry research and trends

Qualifications:

• Experience in investment banking, specifically the restructuring sector
• Demonstrated aptitude for quantitative and qualitative analysis
• Exceptional communication skills and executive presence, both verbal and written
• Elevated attention to detail and consistency in work product
• High degree of maturity, integrity, demonstrated leadership skills and work ethic
• Self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment
• FINRA Registrations: SIE, 79, 63 licenses 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.