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Investment Banking Senior Analyst - Technology Group (San Francisco, CA)

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.

About this Job

Oppenheimer is one of the leading corporate and investment banks in the United States. Our top-ranked professionals provide in-depth industry knowledge and deliver creative, market-based solutions to clients in all major industries, with a specific focus in Consumer, Rental Services, Transportation & Logistics, Energy, Financial Institutions, Real Estate, Healthcare, Technology, Media and Communication. Our product groups include Mergers & Acquisitions, Restructuring Advisory, Equity Capital Markets and Debt Capital Markets. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies.

Position available for immediate hire.

Job Description

Our Technology, Media and Communications team is actively looking for a Senior Analyst (2nd year) for our San Francisco office. The candidate will be working closely with senior members of the Technology Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies.

This position requires in-person office attendance Monday-Friday.

Responsibilities:

  • Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required
  • Transaction execution involving direct client interaction and communication
  • Managing client due diligence processes
  • Conducting extensive financial modeling and valuation
  • Assessing industry research and trends

Qualifications:

  • At least 1.5 years of experience in investment banking, primarily Technology related
  • Strong Microsoft Excel skills essential
  • Strong verbal and written communication skills
  • Elevated attention to detail and consistency in work product
  • Strong work ethic and team player
  • Self-starter
  • Organized and proactive
  • Strong interpersonal skills
  • Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
  • Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter

Compensation:

For job postings in California, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California 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 - $115,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.


#LI-KG1

Whether you are new to the industry or looking for a change, Oppenheimer is an exciting place to be! We had a transformational year based on three key initiatives: •Fostering a Culture of Compliance: Expanded and enhanced our legal, compliance,...

19 jobs
TEAM SIZE
DATE POSTED
June 10, 2023

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