Investment Banking Director/VP - Enterprise Software (San Francisco, CA)

Who We Are:

Oppenheimer & Co. Inc. (Oppenheimer) is a leading middlemarket investment bank and fullservice brokerdealer. 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 indepth industry knowledge and delivering innovative marketbased 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.

Job Description

Our Technology team is actively looking for an experienced VP / Director to join our Enterprise Software team in San Francisco. The candidate will work closely with senior members of the group to actively manage business development opportunities and oversee client pitch presentations idea generation and deal execution. The ideal candidate will take on a leadership role within the Technology group and will be integral to building on the momentum of Oppenheimers Technology franchise and driving the teams continued success and growth.

This position requires inperson office attendance MondayFriday.

Responsibilities:

• Lead daytoday transaction execution under direction of Managing Directors
• Lead pitch drafting as well as transaction marketing documents
• Assist in thoughtfully identifying appropriate investors and/or strategic and financial buyers
• Develop an indepth understanding of our sectors
• Manage and execute on buyer interaction transaction due diligence etc.
• Review and oversee development of financial models valuation analyses and research
• Maintain strong relationships with client personnel at appropriate levels
• Support new business and marketing initiatives as appropriate
• Demonstrate a commitment to the groups success on new opportunities mandates and overall growth
• Management training and stewardship of analysts and associates

Qualifications:

• Bachelors Degree required; MBA preferred
• 6 years of investment banking or active transaction execution experience in the enterprise software sector
• Confident interpersonal skills to interact/manage clients and team members
• Demonstrated aptitude for quantitative and qualitative analysis
• Exceptional communication skills and executive presence both verbal and written
• Elevated attention to detail and consistency in work product
• High degree of maturity integrity demonstrated leadership skills and work ethic
• Selfstarting team player who can excel in a fastpaced entrepreneurial challenging work environment
• 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 $170000.00 $190000.00 at the time of this posting. Also certain positions are eligible for additional forms of compensation such as discretionary bonus.