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Investment Banking, Software Technology Director/VP/Associate (San Francisco)

Company: Knewin
Location: San Francisco
Posted on: February 10, 2024

Job Description:

Who We Are: Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv. 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 Technology, Media and Communications, Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Restructuring and Special Situations Advisory. 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. Position available for immediate hire. Job Description Our Technology, Media and Communications team is actively looking for a software focused Associate or Director/VP for our San Francisco office. The candidate will work closely with senior members of the group to actively manage business development opportunities and oversee client pitch presentations, idea generation and deal execution. Responsibilities:

  • Lead day-to-day transaction execution with direction and support of Managing Directors
  • Lead pitch drafting as well as transaction marketing documents
  • Assist in thoughtfully identifying appropriate investors and/or strategic and financial buyers
  • Develop an in-depth understanding of our sectors
  • Manage and execute on buyer interaction, transaction due diligence, etc.
  • Review and oversee development of financial models, valuation analyses and research
  • Maintain strong relationships with client personnel at appropriate levels
  • Support new business and marketing initiatives as appropriate, including new client outreach and pipeline building
  • Demonstrate a commitment to the group's success on new opportunities, mandates and overall growth
  • Management, training and stewardship of junior team members Qualifications:
    • Bachelor's Degree required
    • 3 - 6+ years of technology investment banking, active software transaction execution experience, or relevant equity research experience
    • Confident interpersonal skills to interact/manage clients and team members
    • Demonstrated aptitude for quantitative and qualitative analysis
    • Exceptional communication skills and executive presence, both verbal and written
    • Elevated attention to detail and consistency in work product
    • High degree of maturity, integrity, demonstrated leadership skills and work ethic
    • Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work
    • SIE 7, 79, 63 licenses required at time of hiring or shortly thereafter Compensation: For job postings in California, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California 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 $160,000.00 - $200,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. #LI-KG1

Keywords: Knewin, San Francisco , Investment Banking, Software Technology Director/VP/Associate (San Francisco), Accounting, Auditing , San Francisco, California

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