Investment Banking Analyst - Financial Institutions
$100k - $110kOppenheimer & Co. Inc.
Who We Are Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker‑dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in‑depth industry knowledge and delivering innovative, market‑based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics. Oppenheimer advises clients across strategic and financial matters, including capital raising, capital structure, mergers and acquisitions, restructuring and special‑situation advisory, in partnership with our product partners. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle‑market companies. Job Description Our Financial Institutions team is actively looking for an experienced Analyst for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to gain exposure to both sell side and buy side advisory as well as underwriting and placing equity and debt offerings for public and privately held companies. Responsibilities Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required Transaction execution involving direct client interaction and communication Managing client due diligence processes Conducting extensive financial modeling and valuation Assessing industry research and trends Qualifications At least 2 years of experience in investment banking, primarily Financial Institutions related Strong Microsoft Excel skills essential Strong verbal and written communication skills Elevated attention to detail and consistency in work product Strong work ethic and team player Organized and proactive Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred Series 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter Compensation 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 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 - $110,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. #J-18808-Ljbffr Oppenheimer & Co. Inc.
$115k - $130k
Investment Banking Analyst - Financial Institutions Our Financial Institutions team is actively looking for an experienced Analyst for our New York office. The candidate will be working closely with senior members of the Financial Institutions Group with opportunities to...Financial- GROUP DESCRIPTION: Jefferies Financial Institutions Group (“FIG”) offers a full range of investment banking services to the financial services industry. Our diverse client... ...Group is actively looking for experienced Analysts to cover the Asset & Wealth Management and Market...FinancialWork at office
- We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Financial Institutions Group (FIG) team, offering an exceptional opportunity to contribute to high‑profile transactions and drive growth within a leading financial institution...FinancialWork experience placement
- ...A reputable educational institution invites applications for its 2027 Investment Banking Summer Analyst Program in New York. This internship offers undergraduates the opportunity... ...to engage in deal execution, create financial models, and conduct market analyses. Ideal candidates...FinancialSummer workInternship
$110k - $130k
...A leading financial institution in New York is seeking an Analyst for its Investment & Corporate Banking team. The role involves conducting quantitative research and financial modeling, drafting client pitches, and supporting the execution of financial transactions. Candidates...Financial- ...A leading financial institution is seeking a Summer Analyst for its LATAM Investment Banking team in New York City. Applicants should have a strong focus on financial analysis and possess native or bilingual proficiency in Spanish or Portuguese. The role involves supporting...FinancialSummer workInternship
$110k - $135k
## Investment Banking Senior Analyst - TechnologyApplylocations: New York New York United Statestime type: Full timeposted... ...mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior...FinancialFull time- ...logistics services and investment firm with head offices... ...-service Investment Banking Advisory group of Javelin... ...2nd or 3rd year analysts to join the New York office... ..., historical financial statements and prospective... ...degree from a top-tier institution and stellar academic record...FinancialWork at office
- ...Analyst In M&A As an Analyst in M&A, you will be a key player... ...heart of a leading global investment bank. Senior bankers will get to... ...Building and using complex financial models, completing... ...one of the oldest financial institutions, offers innovative financial...FinancialWork experience placement
$120k - $130k
Scotiabank is looking for an Analyst to join the Financial Institutions Group in New York City. This role involves preparing client presentations, executing transactions, and building client relationships. Ideal candidates have a degree in Finance, strong analytical and...FinancialFlexible hours- ...Analyst, Leveraged Finance Leveraged Finance comprises JPMorgan... ...groups within the firm's Investment Banking Line of Business targeting... ...: Performing financial modeling and financial statement... ...one of the oldest financial institutions, offers innovative financial...Financial
$85k - $110k
...currently seeking a Senior Analyst based out of our Chicago... ...research, and commentary to financial market participants. For... ...the credit quality of Non‑Bank Financial Institutions; Present analysis of companies... ...learning opportunity Investing in Your Future: Retirement...FinancialTemporary workWork at officeImmediate start3 days per week- ...A financial services company based in New York is seeking a professional to manage institutional client accounts. The role involves leveraging research and execution services to enhance client value, serving as the primary contact, and overseeing the entire trade lifecycle...Financial
$80k - $100k
Bayview Fund Management, LLC is seeking a motivated candidate for their Financial Institutions Group (FIG) in New York. This role involves providing analytical support for client engagements and transaction-related activities. Key responsibilities include financial modeling...Financial- Oppenheimer & Co Inc in New York seeks an Investment Banking Analyst within Financial Institutions to support senior bankers on sell side and buy side advisory, underwriting and equity/debt placements. You will prepare client materials, conduct financial modeling and valuations...Financial
- Jefferies Financial Institutions Group in New York is seeking experienced Analysts to cover the Asset & Wealth Management and Market Structure & Technology sectors... ...clients. Candidates should have 1+ years of investment banking experience in financial institutions, strong...Financial
- TwinThread is looking for a highly skilled Investment Banking Analyst to join its Financial Institutions Group in New York. This role involves executing high-profile transactions, supporting due diligence, and developing complex financial models. As part of a dynamic team...Financial
$110k - $135k
A leading financial institution in New York is seeking an Analyst in Investment Banking. This position involves conducting specialized financial analysis, supporting due diligence efforts, and working within a deal team. The ideal candidate will have a relevant undergraduate...Financial- JPMorgan Chase & Co. in New York seeks a highly capable Analyst for the Strategic Investment Group within Investment Banking. You will contribute to high-profile transactions and growth within a leading financial institution. You will work on M&A execution and capital...Financial
- The Investment Banking Analyst at Citi is an intermediate-level role supporting capital-raising and... ...advisory work in collaboration with the Institutional Banking team. You will assist in... ...work, and live deals, contributing to financial analyses and model-building....Financial
- CIBC US is seeking an Analyst II / Associate I in Investment Banking to support corporate clients with strategic advice. You will work with financial institutions across various sectors and play a key role in deal execution and client relationship management. The ideal...Financial
$145k - $185k
Overview Job title: Financial Institutions Analyst Company: Initio Capital Employment type: Full-time, Part-time, Contract, Temporary, Internship... ...qualifications typically associated with early-career investment and sector-focused financial analysis roles within the Financial...FinancialFull timeContract workTemporary workPart timeCasual workInternship- A leading financial institution is seeking an Investment Banking Analyst to join their Financial Institutions Group in New York City. This role involves supporting high-profile transactions through due diligence, financial modeling, and communication with senior professionals...Financial
- A leading financial institution in New York is seeking a skilled Investment Banking Analyst to play a key role in executing high-profile transactions. You will support due diligence, build complex financial models, and draft important materials for M&A and capital markets...Financial
- Citi in New York is seeking an Investment Banking Analyst to assist senior bankers in raising capital... ...acquisitions. The role supports the Institutional Banking team and acts as an... ...Responsibilities include organizing financial data, preparing recommendations, and...Financial
- TwinThread is seeking a highly skilled Analyst for its Strategic Investment Group team in New York, NY. The role offers an exceptional opportunity... ...to high-profile transactions at a leading financial institution. As an Analyst, you will execute transactions, build...Financial
- A leading financial institution in New York is looking for an experienced Investment Banking Analyst to join its Financial Institutions Group. This role involves supporting due diligence, preparing documents, and executing transactions. Ideal candidates have at least 1...Financial
- J.P. Morgan is seeking an Investment Banking Analyst to join their Financial Institutions Group (FIG) team in New York. The role involves executing transactions, supporting due diligence, and developing strong functional skills in investment banking. This analyst position...Financial
- A leading financial institution is seeking an Analyst for their Strategic Investment Group in New York. This role involves executing transactions, building financial models... ...at least 1 year of experience in investment banking, combined with strong quantitative and...Financial
- # Investment Banking Analyst, Private Capital AdvisoryMoelis & CompanyAnalystPrivate EquityOn-siteLocationNew York, United StatesDate... ...on the Secondary Advisory team. The team advises financial sponsors and institutional investors on strategic liquidity solutions across...Financial
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