Research Associate - Security and Infrastructure Software

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 the Analytics, Data, and Security Infrastructure Software sector. The position is located in New York (other locations will not be considered) and will be part of a three-person team which includes the analyst and two associates.

Our ideal candidate has prior equity research experience and is licensed for FINRA Registrations (SIE Securities Exam/7/63/86/87). Additionally, the candidate should possess a strong background in finance and accounting and is proficient at modeling complex businesses. Strong modeling skills are a must have for the job. Prior work experience analyzing or managing financial statements or quarterly earnings reports is ideal. Exposure to the software industry is a strong plus, though we will consider all qualified candidates. Lastly and most importantly, creative writing, excellent grammar, and the ability to tell a story, as well as communicate ideas and views clearly are a must.

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 duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical.

In addition to the above, we are looking for a person who possesses, or has the potential to possess, the following characteristics:

• 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.
• A passion for the stock market, the technology industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate.
• Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism are important.
• Ability to work independently and initiate and accomplish projects with minimal supervision. Self-starters with a strong work ethic are highly desirable. These are necessary skills given the dynamic working environment and demands of working on Wall Street.
• Ability to organize, prioritize and manage multiple projects simultaneously.
• PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet.

Most preferred are candidates with an MBA and/or CFA and/or BBA, or comparable graduate degree. We will also consider other strong candidates without those credentials.

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