Jobs
>
San Francisco

    Investment Banking Analyst - San Francisco, United States - Oppenheimer & Co.

    Oppenheimer & Co.
    Oppenheimer & Co. San Francisco, United States

    3 weeks ago

    Default job background
    Description
    Who We Are:

    Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 89 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.

    Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Restructuring and Special Situations Advisory. 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.

    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 from 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 $90, $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
  • Spencer Ogden

    Investment Banking Analyst

    1 week ago

    Spencer Ogden San Francisco, United States

    I am working with a reputable investment bank that specializes in Renewable Energy and Energy Transition. They are seeking an Investment Banking Analyst to join their team in San Francisco to work across their project finance, M&A, capital raises, etc. transactions. Please apply ...

  • Oppenheimer & Co.

    Investment Banking Analyst

    1 week ago

    Oppenheimer & Co. San Francisco, United States

    Who We Are: · Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 89 offices in major financial centers in the United States and with Invest ...

  • Oppenheimer & Co. Inc.

    Investment Banking Analyst

    3 weeks ago

    Oppenheimer & Co. Inc. San Francisco, United States

    Job Description · Job DescriptionWho We Are: · Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 89 offices in major financial centers in t ...

  • Santander

    Analyst, Investment Banking

    1 week ago

    Santander San Francisco, United States

    Analyst, Investment Banking - Software · Country: United States of America · Essential Functions/Responsibility Statements: · Provides support to senior bankers. · Develop client presentation materials, including all background research, analysis and drafting. · Familiarity wit ...

  • Wedbush Securities

    Analyst, Investment Banking

    10 hours ago

    Wedbush Securities San Francisco, United States

    Job Description · Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Lo ...

  • Atlas Search

    Investment Banking Analyst/Associate

    1 day ago

    Atlas Search San Francisco, United States

    Position Overview: · My client's Technology Investment Banking team is seeking highly motivated, successful candidates with direct investment banking experience for an Associate position in San Francisco. The firm's Technology Investment Banking offers Associates the exceptional ...

  • Banco Santander SA

    Analyst, Investment Banking

    3 weeks ago

    Banco Santander SA San Francisco, United States

    Analyst, Investment Banking - Software page is loaded · Analyst, Investment Banking - Software · Apply · locations · UCM - San Francisco · Madison Ave Corp · time type · Full time · posted on · Posted Yesterday · job requisition id · Req · Analyst, Investment Banking ...

  • Nfluence Partners

    Investment Banking Analyst Summer Internship

    1 week ago

    Nfluence Partners San Francisco, United States InternshipSHIP

    We are seeking college students looking to gain experience with our Technology, Media, and Telecom (TMT) Investment Banking team through internships in our San Francisco office. Internships are available in Summer 2024 (May/June). · Nfluence Partners is a boutique Investment Ban ...

  • Ducera Partners LLC

    2025 Investment Banking Summer Analyst

    2 weeks ago

    Ducera Partners LLC San Francisco, United States

    ResponsibilitiesAs a Summer Analyst, you will work on a wide range of transactions including restructurings, recapitalizations, acquisitions, divestitures, private placements, leveraged buyouts, and joint ventures. Summer Analysts are expected to be involved in the development, s ...

  • Selby Jennings

    Investment Banking Analyst

    3 weeks ago

    Selby Jennings San Francisco, United States

    Job Title: · Investment Banking Analyst 1 or 2 · Location: · San Francisco · We are collaborating with a dynamic local boutique firm actively seeking to expand its tech team in San Francisco by adding an Investment Banking Analyst 1 or Analyst Grads). Specializing in the Soft ...

  • Spencer Ogden

    Investment Banking Analyst

    1 week ago

    Spencer Ogden San Francisco, United States

    I am working with a reputable investment bank that specializes in Renewable Energy and Energy Transition. They are seeking an Investment Banking Analyst to join their team in San Francisco to work across their project finance, M&A, capital raises, etc. transactions. Please apply ...

  • Spencer Ogden

    Investment Banking Analyst

    1 week ago

    Spencer Ogden San Francisco, United States

    I am working with a reputable investment bank that specializes in Renewable Energy and Energy Transition. They are seeking an Investment Banking Analyst to join their team in San Francisco to work across their project finance, M&A, capital raises, etc. transactions. Please apply ...

  • Santander Consumer USA

    Analyst, Investment Banking

    5 days ago

    Santander Consumer USA San Francisco, United States

    Analyst, Investment Banking - Software · San Francisco, United States of America · Essential Functions/Responsibility Statements: Provides support to senior bankers. · Develop client presentation materials, including all background research, analysis and drafting. · Familiari ...

  • Santander US

    Analyst, Investment Banking

    2 weeks ago

    Santander US San Francisco, United States

    Analyst, Investment Banking - Software · San Francisco, United States of America · Essential Functions/Responsibility Statements: · Provides support to senior bankers. · Develop client presentation materials, including all background research, analysis and drafting. · Famili ...

  • Santander Bank

    Analyst, Investment Banking

    2 weeks ago

    Santander Bank San Francisco, United States

    Apply Req ID: Req Date posted 04/17/2024 · Analyst, Investment Banking - Software · San Francisco, United States of America · Essential Functions/Responsibility Statements: · Provides support to senior bankers. · Develop client presentation materials, including all backgroun ...

  • Union Square Advisors LLC

    Investment Banking 2025 Summer Analyst

    3 days ago

    Union Square Advisors LLC San Francisco, United States

    Job Description · Job Description · The Internship program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Interns, or "Summer Analysts" will have the opportunity to suppo ...

  • Union Square Advisors

    Investment Banking 2025 Summer Analyst

    3 weeks ago

    Union Square Advisors San Francisco, United States

    Job Description · Job DescriptionThe Internship program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Interns, or "Summer Analysts" will have the opportunity to support te ...

  • Union Square Advisors LLC

    Investment Banking 2025 Summer Analyst

    2 weeks ago

    Union Square Advisors LLC San Francisco, United States

    The Internship program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Interns, or "Summer Analysts" will have the opportunity to support teams on live deals through both qu ...

  • Wedbush Securities

    Analyst, Investment Banking

    3 days ago

    Wedbush Securities San Francisco, United States

    Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, Californ ...

  • Nfluence Partners

    Investment Banking Analyst Summer Internship

    3 weeks ago

    Nfluence Partners San Francisco, United States InternshipSHIP

    We are seeking college students looking to gain experience with our Technology, Media, and Telecom (TMT) Investment Banking team through internships in our San Francisco office. Internships are available in Summer 2024 (May/June). · Apply (by clicking the relevant button) after ...