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2025 Investment Banking Analyst – Technology Group (San Francisco, CA)

Location: San Francisco, CA
Type of Hire: Experienced Hires
Division: Investment Banking

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.

About this Job

Oppenheimer is one of the leading corporate and investment banks in the United States. Our top-ranked professionals provide in-depth industry knowledge and deliver creative, market-based solutions to clients in all major industries, with a specific focus in Consumer, Rental Services, Transportation & Logistics, Energy, Financial Institutions, Real Estate, Healthcare, Technology, Media and Communication. Our product groups include Mergers & Acquisitions, Restructuring Advisory, Equity Capital Markets and Debt Capital Markets. 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.

Successful candidates will have an undergraduate degree from a leading university, preferably with a major in finance or accounting. Prior work experience as a summer analyst at another investment bank strongly preferred. Successful candidates will be extremely smart, with particularly strong quantitative, writing and interpersonal skills. Successful candidates will be very comfortable working in Excel, Word, and PowerPoint. We take a very team-oriented approach to investment banking, and therefore, also focus on team chemistry in our hiring process.

We are recruiting for our next Investment Banking Analyst class. Oppenheimer provides Analysts with a high level of responsibility and extensive access to senior management and clients. Analysts can expect to be involved in a variety of transactions, including financings, mergers and acquisitions, recapitalization and restructuring assignments. Transaction teams at Oppenheimer are typically small in size, providing Analysts with an opportunity for significant responsibilities early in their career. We will consider Fall 2024 and Spring 2025 graduates for the program.

Analysts’ responsibilities include:

  • Prepare complex financial analyses and models
  • Conduct due diligence investigations of client companies
  • Support the preparation of detailed memoranda and presentations describing the key attributes of client companies
  • Research potential buyers/investors and
  • Participate in various marketing and recruiting activities of the firm

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. The current base salary offered for this role is $90,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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