Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Banking Associate - Financial Institutions

$150k - $160k

Oppenheimer & Co

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 creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. 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 DescriptionOur Financial Institutions team is actively looking for an experienced Associate 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 requiredTransaction execution involving direct client interaction and communicationManaging client due diligence processesConducting extensive financial modeling and valuationAssessing industry research and trendsQualifications:At least 2 years of experience in investment banking, primarily Financial Institutions relatedStrong Microsoft Excel skills essentialStrong verbal and written communication skillsElevated attention to detail and consistency in work product Strong work ethic and team playerOrganized and proactive Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferredSeries 63, 79 FINRA licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafterCompensation: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 $150,000.00 - $160,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.Location: New York, NY Type of Hire: Experienced Hires Division: Investment Banking

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Investment Banking Associate - Financial Institutions in New York, NY vacancy
  • $175k - $225k

     ...The Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds...  ...mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior... 
    Financial
    Full time

    Citi

    New York, NY
    2 days ago
  • We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Financial Institutions Group, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.Job SummaryAs... 
    Financial
    Work experience placement

    JP Morgan Chase

    New York, NY
    5 days ago
  • $175k - $225k

     ...TD Bank is seeking an Associate in the Investment Banking - Financial Institutions Group based in New York, New York. In this role, you will support senior team members with transaction structuring, research, and client engagement. Ideal candidates will have an undergraduate... 
    Financial

    TD Bank

    New York, NY
    1 day ago
  • A leading investment bank is seeking an experienced Associate for its New York office to work with senior team members in financial institutions. Key responsibilities include preparing client presentations, managing due diligence processes, and conducting financial modeling... 
    Financial
    Work at office

    Oppenheimer & Co. Inc.

    New York, NY
    5 days ago
  • A leading investment bank is seeking an experienced Investment Banking Associate to join their Financial Institutions Group. Responsibilities include developing client presentations, guiding detailed financial analyses, and mentoring junior team members. Candidates should... 
    Financial
    Work experience placement

    J.P. Morgan

    New York, NY
    5 days ago
  • $275k

     ...Job Description: Job Title: Investment Banking & Capital Markets – Banker – Financial Institutions Group Corporate Title: Vice President Location: New York Overview: Our Investment Banking & Capital Markets business provides the full range of investment... 
    Financial
    Full time
    Work experience placement
    Work at office

    Deutsche Bank

    New York, NY
    2 days ago
  • $250k - $275k

     ...acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The VP Banker also...  ...to our clients by formulating investment strategies and raising capital...  ...being performed by analysts & associates assigned to projects... 
    Financial
    Full time

    Citigroup Inc.

    New York, NY
    2 days ago
  • $200k - $300k

    The Financial Institutions Group (“FIG”) Corporate Banking Director is a senior level position responsible for delivering credit & corporate finance solutions...  ...as: underwriting credit, lending, accessing the investment grade and leveraged finance capital markets, providing... 
    Financial
    Full time

    Citi

    New York, NY
    3 days ago
  • $170k - $190k

     ...is a leading middle-market investment bank and full service broker-dealer...  ...range of activities in the financial services industry,...  ...retail securities brokerage, institutional sales and trading, investment...  ...is actively looking for an Associate for our New York office. The... 
    Financial
    Work at office

    Oppenheimer & Co

    New York, NY
    5 days ago
  • $175k - $225k

     ...0.00 - $225,000.00Category: Banking & International, Investment BankingCompany: CitiThe Investment Banking Senior Associate is an intermediate level position...  ...and other types of financial transactions in coordination with the Institutional Banking team. The Investment... 
    Financial
    Full time

    Citigroup

    New York, NY
    2 days ago
  • $225k

     ...Piper Sandler & Co., New York, NY seeks Investment Banking Associate 3 - Collaborating with senior team...  .... Developing comprehensive financial models using Excel and PowerPoint to...  ...client relations and interacting with institutional investors by providing up-to-date insights... 
    Financial
    Full time
    Shift work

    Piper Sandler Companies

    New York, NY
    3 days ago
  • $175k - $225k

    Business Unit:Corporate FinanceIndustry:Financial Institutions OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent...  ...mortgage and related services.Job Description Associates are primarily responsible for the... 
    Financial
    Full time

    Houlihan Lokey

    New York, NY
    5 days ago
  • $150k - $170k

     ...is a leading middle-market investment bank and full service broker-dealer...  ...range of activities in the financial services industry,...  ...retail securities brokerage, institutional sales and trading, investment...  ...for a candidate to fill an Associate position in our Global Fund... 
    Financial

    Oppenheimer & Co

    New York, NY
    2 days ago
  • $200k - $225k

     ...Corporate Title: Associate Department: Investment Banking Location: New York The pay range for this...  ...Overview: Nomura is a global financial services group with an integrated...  ...services the needs of individuals, institutions, corporates and governments through... 
    Financial
    Full time
    Immediate start
    Relocation package

    Nomura Holdings, inc.

    New York, NY
    2 days ago
  • We are seeking a talented Associate to join our dynamic Healthcare...  ...in our Healthcare Investment Banking team, you will be a key player...  ...reviewing and formulating financial analysis, preparing and presenting...  ...a top tier educational institution.Strong financial modelling... 
    Financial
    Work experience placement

    JP Morgan Chase

    New York, NY
    5 days ago
  • $175k - $225k

     ...:We are looking to hire an Associate to join our Vertical Software, Data and Analytics Investment Banking team in New York. The Associate...  ...and analyzes clients' financial situations, industry and market...  ...updates regarding institutional/retail demand and remaining... 
    Financial
    Full time
    Local area
    Work from home
    Flexible hours

    TD Bank

    New York, NY
    2 days ago
  • $170k - $210k

     ...Purpose: BTIG seeks an investment banking professional to join the...  ...Banking team in New York. Associates are involved in all facets...  ...transactions Build detailed financial models and valuation...  ...services firm specializing in institutional trading, investment banking... 
    Financial
    Full time

    BTIG

    New York, NY
    1 day ago
  • $175k - $225k

     ...0 - $225,000.00Category: Banking & International, Investment BankingCompany: CitiCiti...  ...Investment Banking Senior Associate to join its Healthcare Investment...  .... Working within Citi's Institutional Banking group, you will...  ...strategic insight and financial expertise to high-profile... 
    Financial
    Full time
    Work at office
    Remote work

    Citigroup

    New York, NY
    1 day ago
  • $175k

     ...providing client relationship management and investment banking services including strategic advisory...  ...sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom.... 
    Financial
    Full time
    Part time
    Bank staff
    Shift work
    Day shift

    Truist

    New York, NY
    2 days ago
  • $110k - $225k

     ...a driven and analytically minded Investment Banking Senior Analyst or Associate to join its Debt Capital Markets...  ...directly to transactions that shape the financial strategies of leading...  ...--------- Job Family Group: Institutional Banking -------------------------... 
    Financial
    Full time

    Citi

    New York, NY
    3 days ago
  • $150k - $200k

     ...Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management...  ...entities and not-for-profit institutions in the United States. The...  ...Primary Responsibilities As an Associate in the Public Finance... 
    Financial
    Temporary work
    Worldwide

    Morgan Stanley

    New York, NY
    5 days ago
  • $175k - $225k

    Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions...  ...international corporations, financial institutions and public sector entities in...  ...& Corporate Banking Associates are directly involved in the design... 
    Financial
    Full time
    H1b

    Mizuho Financial Group

    New York, NY
    4 days ago
  • $150k - $300k

     ...Description Job Description Institutional Equities – Sales Trader D...  ..., a leading full-service financial services firm with...  ...and evaluate market trends, investment ideas and business opportunities...  ...capital markets, investment banking, award- winning research, CD... 
    Financial
    Work experience placement

    D.A. Davidson

    New York, NY
    20 days ago
  • $200k - $225k

     ...York, United StatesCategory: Investment BankingCompany:...  ...Inc. seeks an Investment Banking Senior Associate for its New York, New York...  ...Develop various types of financial models to value debt and equity...  ...services / professional services institution. Alternatively, employer... 
    Financial
    Full time
    Remote work

    Citigroup

    New York, NY
    22 hours ago
  • We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Small Cap Investment Banking team, offering...  ...M&A transactions and drive growth within a leading financial institution. About Small Cap Investment BankingFounded in 2026, the... 
    Financial
    Work experience placement

    JP Morgan Chase

    New York, NY
    7 days ago
  •  ...the global economy. Our investment bankers are focused on long...  ...help our government, institutional, and corporate clients grow...  ...a 2027 Global Investment Banking Full-time Associate within Investment Banking...  ...analyze market data, build financial models, and prepare... 
    Financial
    Full time
    Flexible hours

    JP Morgan Chase

    New York, NY
    4 days ago
  • $175k - $225k

     ...Greenhill’s New York based Investment Banking group is seeking an experienced Investment Banking Associate to join its M&A team. This...  ...corporate finance, securities, financial markets and risk & pricing...  ..., partnerships, institutions and governments globally. It... 
    Financial
    Full time
    H1b

    Mizuho Financial Group

    New York, NY
    5 days ago
  • $130k - $180k

     ...is a leading middle-market investment bank and full service broker-dealer...  ...range of activities in the financial services industry,...  ...retail securities brokerage, institutional sales and trading, investment...  ...candidate to fill a Sr. Analyst / Associate position in our Debt... 
    Financial
    Work at office

    Oppenheimer & Co

    New York, NY
    1 day ago
  • $175k - $225k

     ...UsRothschild & Co is a leading global financial services group with seven...  ....Overview of RoleThis Associate level role will be for the...  ...independent advisory investment bank in the world. The Healthcare...  ...similar) from a leading academic institution.MBA or equivalent graduate... 
    Financial
    Full time
    Work at office

    Rothschild & Co

    New York, NY
    5 days ago
  • $170k - $190k

     ...is a leading middle-market investment bank and full service broker-dealer...  ...range of activities in the financial services industry,...  ...retail securities brokerage, institutional sales and trading, investment...  ...is seeking an experienced Associate to join our New York office... 
    Financial
    Immediate start

    Oppenheimer & Co

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Banking Associate - Financial Institutions. Be the first to apply!