About the position
Oppenheimer & Co. Inc., a leading mid-tier investment bank, is currently seeking a research associate to support our Consumer Growth & E-Commerce team. The position is located in New York City. The research associate will work in conjunction with and support the lead analyst and another research associate 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 report writing, model building, and other product maintenance duties. Attention to detail, strong work ethic, and ability to multi-task are also critical. The ideal candidate will have a strong background in accounting and a keen desire to uncover details to aid in the creation of research. We prefer someone with some exposure to equity research (FINRA Registrations preferable) and in pursuit of a CFA, though we will consider all qualified candidates.
Responsibilities
- Support the lead analyst and another research associate in developing and marketing equity research products.
- Write and produce equity research reports, company initiations, and marketing presentations.
- Build and maintain integrated income statement, balance sheet, and cash flow models.
- Organize and maintain industry data.
- Work independently and initiate and accomplish projects with minimal supervision.
Requirements
- Strong writing and analytical skills.
- Strong financial modeling, accounting, valuation, and quantitative skills.
- A passion for the stock market and equity research.
- Strong sales and communication skills.
- Ability to organize, prioritize and manage multiple projects simultaneously.
- Strong Excel skills and a fair command of Word, PowerPoint, Bloomberg, and Factset.
Nice-to-haves
- Exposure to equity research.
- Pursuing a CFA.
- FINRA Registrations.
Benefits
- Discretionary bonus eligibility.
