Research Associate - Industrial Innovation: Power Technology, Advanced Materials, & Physical AI

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.

Job Description:

Oppenheimer & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support our Industrial Innovation team focused on Power Technology, Advanced Materials, & Physical AI. The position is located in NYC and will support a NYC-based team.

The candidate should have previous professional work experience and a demonstrable drive for intellectual rigor, interest in disruptive technologies, capacity for identifying patterns within a complex set of variables, and strong writing skills along with a passion for capital markets, finance, and accounting. This position will have a specific sector focus on innovative power generation and management technologies, advanced batteries, robotics, and AI.

Preferred prior work experience includes analyzing and/or managing financial statements as part of a wealth management institution, an investment bank, an accounting firm or in an accounting or finance role within a finance department. Preference will be given to candidates who are fully licensed.

The research associate will work in conjunction with senior analysts, in collaboration with other members of the team in all aspects of developing and marketing equity research products, including research reports, models, and macro and industry analysis.

The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other product maintenance duties. Attention to detail, strong work ethic, and ability to multi-task are also critical.

In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics:

• Demonstrated interest in sustainability along with broader societal impact from emerging and disruptive technologies;
• Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data;
• Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations—often under very tight time constraints;
• A passion for the stock market, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;
• Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important;
• Ability to work independently and initiate and accomplish projects with minimal supervision.
• Aggressive self-starters with a strong work ethic are highly desirable and is a necessary skill given the demands of working on Wall Street;
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