Investment Banking Analyst - Technology (San Francisco, CA)
About The Position
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 innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special situation advisory, in partnership with our product partners. 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. Our Technology team is actively looking for an experienced Analyst (2 nd / 3 rd year) to join our team in San Francisco. 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. Technology Analysts work on a variety of strategic transactions for leading and emerging companies spanning many verticals including Software, Internet, and Hardware. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm. This position requires in-person office attendance Monday-Friday.
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
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
