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Oppenheimer & Co. Inc. · 1 week ago

Research Associate - P&C Insurance

New York, NY

Full-time

Onsite

New Grad, Entry Level

$100K/yr - $150K/yr

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. They are currently seeking a research associate to support the P&C Insurance franchise, focusing on developing and marketing equity research products, including reports and models.

Financial Services

Responsibilities

Support the lead analyst on the team on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis

Build and maintain integrated I/S, B/S, and C/F models, and organize and maintain industry data

Write and produce company initiations, equity research reports, and marketing presentations

Interact with internal sales and trading and external clients

Organize, prioritize and manage multiple projects simultaneously

Qualification

Financial modelingEquity researchInsurance industry knowledgeAnalytical skillsExcel proficiencyBA in FinanceCFA certificationFINRA registrationWriting skillsMulti-taskingPowerPoint proficiencyBloomberg knowledgeFactSet knowledgeCommunication skillsAttention to detailSelf-starter

Required

Some equity research experience (exposure to finance, accounting and proficient at modeling)

Working knowledge of the insurance industry

Strong analytical skills

Ability to work under pressure

Ability to work collegially with the senior analyst

Independence, initiative, and entrepreneurship

Attention to detail

Strong work ethic

Ability to multi-task

Strong financial modeling, accounting, valuation, and quantitative skills

Strong writing and analytical skills

Passion for the stock market, the insurance industry, and equity research

Strong sales and communication skills

Ability to work independently and initiate and accomplish projects with minimal supervision

Ability to organize, prioritize and manage multiple projects simultaneously

Strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet

Preferred

BA in Finance and/or CFA

FINRA registered (SIE, Series 7, 63, 86, 87)

Benefits

Discretionary bonus

Company

Oppenheimer & Co. Inc.

Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.

Founded in 1881

New York, New York, USA

1001-5000 employees

https://oppenheimer.com

Funding

Current Stage

Public Company

Total Funding

unknown

1986-09-05IPO

Leadership Team

Craig Schneider

Managing Director - Regional Director

Douglas Siegel

Managing Director, Chief Compliance Officer

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Company data provided by crunchbase