Investment Banking Analyst Technology (San Francisco, CA)
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Job Location:
San Francisco, CA - USA
Monthly Salary:
$ 100000 - 110000
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
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.
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.
Job Description
Our Technology team is actively looking for an experienced Analyst (2nd / 3rd 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.
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
Qualifications:
- 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
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 $100000.00 - $110000.00 at the time of this posting. Also certain positions are eligible for additional forms of compensation such as discretionary bonus.
Required Experience:
IC
Key Skills
- Financial Services
- Cash Flow Analysis
- Banking
- Corporate Finance
- Analysis Skills
- Microsoft Powerpoint
- Securities Law
- Investment Banking
- Private equity
- Financial Analysis
- Financial Modeling
- Bloomberg
About Company
A leading global full-service brokerage and investment bank, focused on providing trusted advice and tailored, sophisticated solutions for individuals, families, corporations and institutions.
