Investment Banking Sr. Analyst / Associate– Debt Private Placements

Oppenheimer & Co. Inc.; New York (NY); On-site; USD 130,000 - 180,000; Full time

Job summary

Oppenheimer & Co. Inc. is seeking a Sr. Analyst / Associate for its Debt Private Placements Group in New York. This role offers an opportunity to work closely with seasoned professionals and play a key role in transaction execution and client relationship development.

The ideal candidate will have 2-4 years of relevant experience, strong Microsoft Office skills, and FINRA registrations. The position offers a competitive salary range of $130,000 to $180,000, with additional compensation options.

Qualifications

• 2-4 years of experience in Investment Banking, Private Credit, or similar roles.
• FINRA Registrations: Series 63, 79 licenses and SIE Exam required.

Responsibilities

• Lead day-to-day transaction execution under direction of the Head of the Debt Private Placements Group.
• Prepare and review complex financial analyses and models.
• Present materials internally to senior bankers and externally to clients.

Skills

Microsoft Office skills

Verbal and written communication skills

Attention to detail

Ability to work independently and in a team

Job description

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.

Job Description

We are looking for a candidate to fill a Sr. Analyst / Associate position in our Debt Private Placements Group based in New York. This role presents an exciting opportunity to join a new and growing team led by an industry veteran with over 20 years of experience across private credit, hedge funds and investment banking. The recently launched Debt Private Placements Group will partner with Oppenheimer’s Industry Coverage bankers to raise capital for the firm’s investment banking clients via the private credit market across all sectors and credit asset classes.

The position will serve as a critical member of the team, working directly with the Head of the Debt Private Placements and other senior professionals, as well as cross‑functional Managing Directors, Executive Directors, and sector banking teams of all levels on pitches and engagements. The successful candidate will be given significant responsibility in transaction execution.

Responsibilities

• Lead day‑to‑day transaction execution under direction of the Head of the Debt Private Placements Group
• Lead pitch drafting as well as transaction marketing documents
• Preparing and reviewing complex financial analyses and models
• Presenting materials internally to senior bankers and externally to clients of the firm
• Expand and develop client relationships with key institutional investors
• Liaise with both internal and external parties to expand corporate relationships and drive day‑to‑day deal process
• Develop an in-depth understanding of our sectors
• Analyze and present deal data for senior level management teams and corporate issuers
• Support new business and marketing initiatives as appropriate
• Demonstrate a commitment to the group’s success on new opportunities, mandates and overall growth

Qualifications

• 2-4 years of experience in Investment Banking, Private Credit, Leveraged Finance, or similar roles
• Strong Microsoft Office skills essential
• Strong verbal and written communication skills
• Elevated attention to detail and consistency in work product
• Ability to work independently as well as within a team
• Organized and proactive
• FINRA Registrations: Series 63, 79 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 $130,000.00 - $180,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.