Research Associate - Emerging Technologies and Services

About the role

Oppenheimer & Co. Inc. is seeking a Research Associate to join their Emerging Technologies and Services team in New York City. The role involves supporting the Senior Analyst in developing and marketing equity research products, including company-specific reports and thematic industry analysis.

Responsibilities

• Research & Analysis: Support the Senior Analyst in developing and marketing equity research products, including company-specific reports and thematic industry analysis.
• Financial Modeling: Build and maintain integrated income statements, balance sheets, and cash flow models for covered companies.
• Data Management: Organize and maintain proprietary industry data sets and valuation "comps" to support investment theses.
• Project Ownership: Independently initiate and complete research projects with minimal supervision, often under tight deadlines.
• Communication: Express strong, well-reasoned investment opinions through clear writing and internal collaboration.

Requirements

• Finance Expertise: Strong background in accounting and finance with the ability to model complex business scenarios. Advanced skills in integrated 3-statement modeling and valuation. The candidate must be able to build a working 3-statement model in Excel from scratch.
• Communication Skills: Proven ability to write clearly and concisely without hyperbole. Ability to produce high-quality research reports under time constraints.
• Mindset: Intellectual honesty, a high degree of curiosity, and the "nimbleness" to update views when presented with new facts.
• Work Ethic: A self-starter attitude with the ability to work independently and manage multiple priorities.
• Education/Experience: Experience in equity research, video games, consumer electronics, or semiconductors is preferred.
• Soft Skills: Ability to admit knowledge gaps and orient quickly when dealing with unknowns.
• Analytical Rigor: Strong attention to detail and high degree of intellectual curiosity.

Qualifications

Experience in equity research, video games, consumer electronics, or semiconductors is preferred.

Skills

• Strong background in accounting and finance
• Advanced skills in integrated 3-statement modeling and valuation
• Ability to build a working 3-statement model in Excel from scratch
• Proven ability to write clearly and concisely without hyperbole
• Intellectual honesty, a high degree of curiosity, and nimbleness to update views when presented with new facts
• A self-starter attitude with the ability to work independently and manage multiple priorities
• Admit knowledge gaps and orient quickly when dealing with unknowns
• Strong attention to detail and high degree of intellectual curiosity

Benefits

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.