Oppenheimer - San Francisco, CA

posted 29 days ago

Full-time - Entry Level
San Francisco, CA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Oppenheimer & Co. Inc. is seeking an experienced Analyst (2nd / 3rd year) to join our Technology team in San Francisco. The candidate will work closely with senior members of the Technology Group, gaining 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. Technology Analysts will engage in a variety of strategic transactions for leading and emerging companies across various verticals including Software, Internet, and Hardware. The role involves managing multiple projects simultaneously with teams of professionals within the group and across the firm. This position requires in-person office attendance from Monday to Friday.

Responsibilities

  • Create and prepare client presentations, drafting offering memoranda, internal committee memoranda, management and board presentations and other materials as required
  • Transaction execution involving direct client interaction and communication
  • Managing client due diligence processes
  • Conducting extensive financial modeling and perform valuation analyses
  • Assessing industry research and trends

Requirements

  • At least 1-2 years of experience in investment banking, primarily Technology related
  • Passion for the Technology industry
  • 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 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
  • 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

Benefits

  • Discretionary bonus eligibility
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