Research Associate - Lodging, Leisure, and Residential Real Estate

Research Associate – Lodging, Leisure, and Residential Real Estate

Company: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle‑market investment bank and full‑service broker‑dealer, with roots tracing back to 1881. The company specializes in retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity and fixed‑income research, market making, trust services and investment advisory and asset management services.

Job Location: New York City, NY.

Job Description: Oppenheimer is currently seeking a research associate to support the Lodging, Leisure, and Residential Real Estate franchise. The associate will work in conjunction with and support the lead analyst on all aspects of developing and marketing equity research products, including research reports, models, and industry analysis. The position demands independence, initiative, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties.

Attention to detail, a strong work ethic, and the ability to multi‑task are critical.

Qualifications:

• Strong analytical and writing skills, with the ability to work under pressure and collegially with senior analysts.
• Strong financial modeling, accounting, valuation, and quantitative skills; building and maintaining integrated I/S, B/S, and C/F models and organizing industry data.
• Passion for the stock market and equity research; exposure to financial markets and day‑to‑day responsibilities of an equity research associate is highly advantageous.
• Strong sales and communication skills; ability to interact with internal sales and trading and external clients.
• Ability to work independently, initiate and accomplish projects with minimal supervision; aggressive self‑starter with strong work ethic.
• Ability to organize, prioritize and manage multiple projects simultaneously.
• PC skills: strong Excel, Word, PowerPoint, Bloomberg, Fact Set.
• Preferred BA in Finance and/or CFA and already FINRA registered (SIE, Series 7, Series 63, 86, 87). Other strong candidates without these credentials considered.

Compensation: For New York State, a reasonable estimate of the current base salary range is $ – $ at the time of this posting. Additional compensation may include discretionary bonuses.

Seniority level: Entry level

Employment type: Full‑time