Research Associate - Emerging Technologies and Services jobs in United States
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Oppenheimer & Co. Inc. · 1 day ago

Research Associate - Emerging Technologies and Services

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer seeking a Research Associate to join their Emerging Technologies and Services team in New York City. The role involves supporting a Senior Analyst in equity research, financial modeling, and clear investment communication.

Financial Services
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H1B Sponsor Likelynote

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

Qualification

Financial ModelingFinance ExpertiseAnalytical RigorMindsetEducation/ExperienceCommunication SkillsWork Ethic

Required

Strong background in accounting and finance with the ability to model complex business scenarios
Advanced skills in integrated 3-statement modeling and valuation
Proven ability to write clearly and concisely without hyperbole
Ability to produce high-quality research reports under time constraints
Intellectual honesty, a high degree of curiosity, and the 'nimbleness' to update views when presented with new facts
A self-starter attitude with the ability to work independently and manage multiple priorities
Strong attention to detail and high degree of intellectual curiosity

Preferred

Experience in equity research, video games, consumer electronics, or semiconductors
Ability to admit knowledge gaps and orient quickly when dealing with unknowns

Benefits

Discretionary bonus

Company

Oppenheimer & Co. Inc.

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

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 Company
Total Funding
unknown
1986-09-05IPO

Leadership Team

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Craig Schneider
Managing Director - Regional Director
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Douglas Siegel
Managing Director, Chief Compliance Officer
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Company data provided by crunchbase