Investment Banking Associate - Technology (San Francisco, CA)
Oppenheimer & Co. Inc. · San Francisco, CA · 3 wk ago
On-siteFinance$150k–$160k/yrFull-time
Responsibilities
- Researching industry sector and capital markets insights
- Assessing comparable companies, precedent transactions and potential investors/buyers
- Preparing and reviewing complex financial analyses and models
- Crafting detailed memos, presentations and pitches
- Conducting due diligence investigations
- Coinciding group efforts for pitch and transaction related activity
- Presenting materials internally to senior bankers and externally to clients of the firm
- Training and mentoring Analysts within the team
Qualifications
- At least 3 years of experience in investment banking, primarily Technology related
- Strong Microsoft Excel skills essential
- Successful candidates must have particularly strong quantitative, writing and interpersonal 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
Dealogic, CapIQ, Bloomberg and MS Office suite knowledge
- Strongly preferred
Series 63, 79 FINRA registrations and Securities Industry Essentials (SIE) Exam
- Required at time of hiring or shortly thereafter