Oppenheimer & Co. Inc. · 3 weeks ago
Business Strategy and Development Associate
New York, NY
Full-time
Onsite
Mid Level
$110K/yr - $125K/yr
3+ years expOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer engaged in a broad range of financial services. They are seeking an experienced Business Strategy and Development Associate to support the Investment Banking Business Management Group by developing departmental strategies, managing recruitment and onboarding, and providing operational support.
Financial Services
Responsibilities
Support the creation of materials and analyses for Head of Investment Banking, including quarterly board materials, town hall presentations, quarterly banking credentials, performance benchmarking utilizing Dealogic, industry trend research, and business case justification
Assist with implementation planning and roll-out of key initiatives
Aggregate and synthesize information to produce high-quality, insightful content for management
Help manage day-to-day operations of the Investment Banking Department, including but not limited to coordinating with Marketing to update the intranet, working with IT to troubleshoot technical issues, and collaborating with HR to reinforce firm-wide and departmental policies
Be an integral part of creating strategies that identify, target, attract, engage and secure top talent
Work alongside key stakeholders and the business management team to drive recruitment processes, coordinate onboarding, and implement talent retention strategies
Be a resource for industry and product bankers using DealCloud
Assist with the adoption of the CRM system by supporting new and existing integrations, maintaining accurate system data, automating regular reports, and helping create user-friendly dashboards for team leaders
Contribute to strategies aimed at increasing system engagement and usage
Qualification
Required
Bachelor's Degree required
Minimum of 3 years of experience, preferably at an investment bank or consulting firm, or experience in a corporate strategy function
Strong analytical and presentation skills
Driven mentality with confident interpersonal skills to interact with stakeholders
Strong communication skills (both verbal and written) and executive presence
Exceptional organizational skills; ability to multi-task with strong attention to detail
High degree of maturity, integrity and demonstrated leadership skills
Proactive, self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment
Advanced knowledge of Excel, PowerPoint and Word a must
Preferred
Knowledge third party platforms such as Dealogic and FactSet a plus
Benefits
Discretionary bonus
Company
Oppenheimer & Co. Inc.
Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.
1001-5000 employees
H1B Sponsorship
Oppenheimer & Co. Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (7)
2023 (6)
2022 (1)
2021 (6)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-09-05IPO
Leadership Team
Craig Schneider
Managing Director - Regional Director
Douglas Siegel
Managing Director, Chief Compliance Officer
Recent News
2026-01-08
2026-01-07
Company data provided by crunchbase