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Research Associate - Security and Infrastructure Software - Job Opportunity at Oppenheimer & Co. Inc.

New York, USA
Full-time
Mid-level
Posted: February 26, 2025
On-site
USD 100,000 - 150,000 per year

Benefits

Discretionary bonus potential
Comprehensive financial sector benefits package
Professional development opportunities
Industry-standard healthcare and retirement benefits

Key Responsibilities

Lead financial modeling and maintenance of integrated income statements, balance sheets, and cash flow statements
Author comprehensive equity research reports and company initiations
Develop and present marketing materials to internal and external stakeholders
Conduct in-depth analysis of software sector companies and market trends
Support senior analyst in client communications and market intelligence gathering

Requirements

Education

MBA, CFA, BBA or comparable graduate degree preferred

Experience

Prior equity research experience required

Required Skills

Strong financial modeling and accounting skills Advanced Excel proficiency Proficiency with Word, PowerPoint, Bloomberg and FactSet Creative writing and communication abilities Independent project management Multi-tasking capabilities Strong analytical thinking

Certifications

FINRA Registrations (SIE Securities Exam/7/63/86/87)
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Sauge AI Market Intelligence

Industry Trends

The security and infrastructure software sector is experiencing accelerated growth driven by cloud adoption and cybersecurity concerns, creating increased demand for specialized equity research coverage Digital transformation initiatives across industries are expanding the addressable market for software companies, requiring deeper analytical expertise The convergence of AI and security software is creating new valuation paradigms that demand sophisticated modeling approaches

Salary Evaluation

The offered salary range of $100,000-150,000 is competitive for mid-level research associates in New York, particularly with bonus potential. Top performers in similar roles at peer firms can expect total compensation reaching $200,000+ including bonus

Role Significance

Three-person team structure indicates high visibility and substantial individual responsibility within a focused coverage universe
Mid-level position with significant autonomy and direct impact on investment recommendations and client relationships

Key Projects

Lead authorship on company initiation reports that drive investment decisions Development of proprietary financial models for software company valuation Creation of thematic research pieces on emerging software industry trends Client-facing presentations and investment thesis communication

Success Factors

Deep understanding of software business models and industry dynamics Ability to blend quantitative analysis with narrative storytelling Strong project management skills and attention to detail Capacity to work independently while maintaining team alignment

Market Demand

High demand with growing competition for qualified candidates due to the specialized nature of software sector coverage and required technical expertise combined with financial acumen

Important Skills

Critical Skills

Financial modeling expertise is essential for developing and maintaining complex valuation models Communication skills are crucial for translating technical analysis into actionable investment recommendations Industry knowledge enables accurate interpretation of software company metrics and trends

Beneficial Skills

Programming skills for automated data analysis Understanding of cloud computing and cybersecurity technologies Knowledge of software industry accounting standards and metrics

Unique Aspects

Combination of traditional equity research skills with modern software industry expertise
Direct exposure to both buy-side and sell-side perspectives
Opportunity to shape investment narratives in a rapidly evolving sector

Career Growth

Typical progression to senior roles within 2-3 years based on performance and market conditions

Potential Next Roles

Senior Research Associate Lead Analyst Investment Banking Associate Portfolio Manager

Company Overview

Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. is a well-established middle-market investment bank with a strong reputation in financial services since 1881

Leading position in middle-market investment banking with full-service capabilities across trading, research, and advisory services
Strong New York presence with established institutional client relationships
Fast-paced, entrepreneurial environment with emphasis on individual initiative and direct client interaction
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