Oppenheimer & Co. Inc. · 2 weeks ago
Research Associate - Industrial Innovation: Power Technology, Advanced Materials, & Physical AI
New York, NY
Full-time
Onsite
New Grad, Entry Level
$100K/yr - $150K/yrOppenheimer & 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.
Financial Services
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
Qualification
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 FactSet
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)
Benefits
Discretionary bonus
Company
Oppenheimer & Co. Inc.
Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.
Founded in 1881
1001-5000 employees
H1B Sponsorship
Oppenheimer & Co. Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (7)
2023 (6)
2022 (1)
2021 (6)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-09-05IPO
Leadership Team
Craig Schneider
Managing Director - Regional Director
Douglas Siegel
Managing Director, Chief Compliance Officer
Recent News
2026-01-08
2026-01-07
Company data provided by crunchbase