Research Associate - P&C Insurance

Oppenheimer & Co. Inc.; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

A leading investment firm in New York is seeking a Research Associate to support the P&C Insurance franchise. The candidate will aid the lead analyst in developing equity research products and must possess strong financial modeling and analytical skills. Ideal candidates should have some equity research experience and a solid understanding of the insurance industry. This role demands independence, initiative and strong communication abilities.

Qualifications

• Experience in equity research and modeling.
• Knowledge of the insurance industry.
• Ability to work independently under pressure.

Responsibilities

• Support the lead analyst with research reports.
• Develop and market equity research products.
• Build and maintain financial models.

Skills

Strong financial modeling

Analytical skills

Writing skills

Communication skills

Excel proficiency

Education

BA in Finance

CFA

Tools

Bloomberg

FactSet

Job description

Join to apply for the Research Associate - P&C Insurance role at Oppenheimer & Co. Inc.

Join to apply for the Research Associate - P&C Insurance role at Oppenheimer & Co. Inc.

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.

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.

Job Description

Oppenheimer & Co. Inc., is currently seeking an equity research associate to support the P&C Insurance franchise. The position is located in NYC.

Our ideal candidate has had some equity research experience (exposure to finance, accounting and proficient at modeling) and has a working knowledge of the insurance industry, though we will consider all qualified candidates. Strong analytical skills, the ability to work under pressure, and to work collegially with the senior analyst are requirements. The research associate will work in conjunction with and support the lead analyst on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis.

The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical.

In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics:

• Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data.
• Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations.
• A passion for the stock market, the insurance industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate.
• Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important.
• Ability to work independently and initiate and accomplish projects with minimal supervision. Self-starters with a strong work ethic are highly desirable and is a necessary skill given the demands of working on Wall Street.
• Ability to organize, prioritize and manage multiple projects simultaneously.
• PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet.
• Most preferred are candidates with a BA in Finance and/or CFA and already FINRA licensed (SIE, Series 7, 63, 86, 87). However, we will consider other strong candidates without these credentials too.
  
  

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 the City of 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 $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research, Analyst, and Information Technology

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