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

Equity Research Associate

Oppenheimer & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support our Industrial Innovation team focused on Power Technology, Advanced Materials, & Physical AI. The position is located in NYC and will support a NYC-based team.

The candidate should have previous professional work experience and a demonstrable drive for intellectual rigor, interest in disruptive technologies, capacity for identifying patterns within a complex set of variables, and strong writing skills along with a passion for capital markets, finance, and accounting. This position will have a specific sector focus on innovative power generation and management technologies, advanced batteries, robotics, and AI.

Preferred prior work experience includes 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. Preference will be given to candidates who are fully licensed.

The research associate will work in conjunction with senior analysts, in collaboration with other members of the team in all aspects of developing and marketing equity research products, including research reports, models, and macro 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 product maintenance duties. Attention to detail, strong work ethic, and ability to multi-task are also critical.

In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics:

• Demonstrated interest in sustainability along with broader societal impact from emerging and disruptive technologies;
• Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models and for organizing and maintaining industry data;
• Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentationsoften under very tight time constraints;
• A passion for the stock market, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as the day-to-day responsibilities of an equity research associate;
• Strong sales and communication skills. As time progresses, associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important;
• Ability to work independently and initiate and accomplish projects with minimal supervision.
• Aggressive self-starters with a strong work ethic are highly desirable and is a necessary skill given the demands of working on Wall Street;
• Ability to organize, prioritize and manage multiple projects simultaneously;
• PC skills: the position requires strong Excel skills and a command of Word, PowerPoint, Bloomberg and FactSet;
• Most preferred are candidates with a MBA and/or CFA or comparable graduate degree and already FINRA registered (SIE/7/63/86/87) however we will consider other strong candidates without these credentials too.

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.