Investment Banking Associate Public Finance (San Francisco, CA) Job at Oppenheimer & Co., San Francisco, CA

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  • Oppenheimer & Co.
  • San Francisco, CA

Job Description

Oppenheimer Public Finance Investment Banking Team Opportunity

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.

Our top-ranked professionals provide in-depth industry knowledge and deliver creative, market-based solutions to clients. Our Public Finance product groups include Education (K-12, Charter School, and Higher Education), Senior Housing, Healthcare, Project Finance and General Municipal credits. This combination of industry and product groups permits the Firm to deliver advice, strategies and capital with a universal banking approach to targeted clients.

The opportunity is based in San Francisco, CA with our Public Finance Investment Banking Team.

Oppenheimer will provide the successful candidate with a high level of responsibility and extensive access to senior management and clients. Transaction teams at Oppenheimer are typically small in size, allowing employees to have significant responsibilities and client-facing experience early in their career.

Responsibilities:

  • Prepare financial analyses and bond models
  • Conduct due diligence investigations
  • Support the preparation of detailed presentation materials and pitch books
  • Respond to requests for proposals and
  • Support the senior bankers on live transactions

Qualifications:

  • 2-4 years of full-time work experience at an investment bank or credit rating agency
  • Passion for the Public Finance industry
  • 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 Microsoft Word and PowerPoint skills, proficiency in Excel and DBC
  • Series 63, 52 FINRA 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 $120,000.00 - $140,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Tags

Full time, Work experience placement

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