Oppenheimer & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support our Sustainable Growth & Resource Optimization team. The position is located in NYC and will support a NYC-based team.
The candidate should have equity research experience (buy-side or sell-side), all research licenses, and be proficient with financial modeling of complex companies, writing and equity analysis. Our ideal candidate has a strong background in and passion for climate change, sustainability-focused technologies, capital markets, and finance and accounting. This position will have a specific sector focus on circular economy, waste, mobility and broader sustainability technologies.
Prior work experience analyzing or managing financial statements or quarterly earnings reports as part of a wealth management institution, an investment bank, an accounting firm or in an accounting or finance role within a finance department will be considered but preference will be given to candidates who are fully licensed. Exposure to disruptive technologies and policy in transportation, power, materials, or agriculture industries is also ideal for the team.
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 climate change and sustainability along with broader societal impact from emerging and disruptive technologies;
- An introductory or greater understanding of ESG investing;
- 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;
- Ability to organize, prioritize and manage multiple projects simultaneously;
- PC skills: the position requires strong Excel skills and a command of Word, PowerPoint, Bloomberg and FactSet;
- Most preferred are candidates with a MBA and/or CFA or comparable graduate degree and already licensed (FINRA SIE/63/86/87) however we will consider other strong candidates without these credentials too.
Compensation:
For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York 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 $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
