Research Associate - Industrial Innovation: Power Technology, Advanced Materials Physical AI

Job Summary
:

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. They are currently seeking a Research Associate to support their Industrial Innovation team, focusing on Power Technology, Advanced Materials, and Physical AI, involving responsibilities such as financial modeling, report writing, and collaboration with senior analysts.

Responsibilities
:

• Support the Industrial Innovation team focused on Power Technology, Advanced Materials, & Physical AI.

• Work in conjunction with senior analysts, developing and marketing equity research products, including research reports, models, and macro 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 under tight time constraints.

• Interact with internal sales and trading and external clients, demonstrating responsiveness and professionalism.

• Organize, prioritize, and manage multiple projects simultaneously.

Qualifications
:
Required
:

• Previous professional work experience

• Demonstrable drive for intellectual rigor

• Interest in disruptive technologies

• Capacity for identifying patterns within a complex set of variables

• Strong writing skills

• Passion for capital markets, finance, and accounting

• Independence, initiative, and entrepreneurship

• Attention to detail

• Strong work ethic

• Ability to multi-task

• Demonstrated interest in sustainability along with broader societal impact from emerging and disruptive technologies

• Strong financial modeling, accounting, valuation, and quantitative skills

• Ability to organize and maintain industry data

• Strong writing and analytical skills

• Ability to produce company initiations, equity research reports, and marketing presentations under tight time constraints

• Strong sales and communication skills

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

• Aggressive self-starters with a strong work ethic

• Ability to organize, prioritize and manage multiple projects simultaneously

• Strong Excel skills

• Command of Word, PowerPoint, Bloomberg and Fact Set

Preferred
:

• Prior work experience analyzing and/or managing financial statements as part of a wealth management institution, an investment bank, an accounting firm or in an accounting or finance role within a finance department

• Fully licensed candidates

• Exposure to the financial markets and equity research

• MBA and/or CFA or comparable graduate degree

• FINRA registered (SIE/7/63/86/87)

Company
:

Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions. Founded in 1881, the company is headquartered in New York, USA, with a team of  employees. The company is currently Late Stage.