Full-Time
Senior Research Associate
Semiconductors
Oppenheimer & Co. Inc.
Global wealth management and investment bank
Compensation Overview
$100k - $150k/yr
New York, NY, USA
In Person
 Finance & Banking (1) |
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- Must have at least two years of Equity Research experience, Semiconductors preferred.
- Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated income statement, balance sheet, and cash flow models.
- Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations.
- Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism are important.
- Ability to work independently and initiate and accomplish projects with minimal supervision. Self-starters with a strong work ethic are highly desirable.
- Ability to organize, prioritize and manage multiple projects simultaneously.
- PC skills: strong Excel skills and a fair command of Word, PowerPoint, Bloomberg and FactSet.
- Support the Semiconductors team; work in conjunction with and support the senior research analyst in all aspects of developing and marketing equity research products, including company research reports, models, and industry analysis on the Semiconductor supply chain.
- The research associate will work in conjunction with and support the senior research analyst in all aspects of developing and marketing equity research products, including company research reports, models, and industry analysis on the Semiconductor supply chain.
- A passion for the stock market, the technology industry, and equity research.
- Exposure to the financial markets and equity research, and an understanding of the day-to-day responsibilities of an equity research associate; highly advantageous.
Oppenheimer & Co. Inc. is a global financial services firm serving clients since 1881, offering wealth management, capital markets, and investment banking. Services include financial planning, equities and fixed income trading and research, and M&A and capital-raising advisory for institutions and mid-market companies. What sets Oppenheimer apart is pairing over a century of experience with tailored, research-driven strategies for individuals and institutions alike. The goal is to help clients grow and protect wealth across market conditions.
Company Size
N/A
Company Stage
IPO
Headquarters
Minneapolis, Minnesota
Founded
1881
Simplify's Take
What believers are saying
- Q2 2026 revenue rose 21.9% to $454.9 million, driven by banking.
- Investment banking revenue jumped 93.7% in Q2 2026, signaling stronger fee momentum.
- Record AUM and advisor development support recurring wealth-management growth into 2027.
What critics are saying
- FINRA fined Oppenheimer $250,000 on May 4, 2026 for misleading CMO statements.
- Control failures invite larger exams, customer arbitration, and expensive remediation through 2027.
- Institutional clients choose bigger banks for derivatives breadth, threatening a slow relevance decline.
What makes Oppenheimer & Co. Inc. unique
- July 2026 hired seven Guggenheim derivatives veterans, deepening institutional coverage fast.
- August 2026 Next-Gen Forum trains advisors managing $7.2 billion and $41 million revenue.
- Wealth management and capital markets both matter, reducing dependence on one franchise.
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Benefits
Performance Bonus
Company News
Oppenheimer hosts fifth annual Next-Gen peer-to-peer forum. Oppenheimer & Co. Inc. August 19, 2026 Approximately 60 Financial Advisors representing $7.2 billion in client assets gather in New York City. Annual program reflects Oppenheimer's continued investment in the development and long-term success of its next generation of advisors. NEW YORK, August 19, 2026 - Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager and subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), recently hosted its fifth annual Next-Gen Peer-to-Peer Forum in New York City, bringing together approximately 60 Financial Advisors from across the country. Held at One World Trade Center overlooking Lower Manhattan, the program gave attendees an opportunity to exchange ideas, discuss common challenges and learn from one another. Collectively, the participating advisors represent approximately $7.2 billion in assets under management and $41 million in annual revenue. "Now in its fifth year, the Next-Gen Peer-to-Peer Forum reflects Oppenheimer's commitment to investing the time and resources into developing the next generation of advisors," said Ed Harrington, Executive Vice President and Head of Oppenheimer's Private Client Division. "The event brings together advisors who are building substantial businesses but at the same time navigating similar challenges. By giving them a setting to speak candidly and share practical insights, we help them strengthen how they serve clients and continue growing their practices." "Now in its fifth year, the Next-Gen Peer-to-Peer Forum reflects Oppenheimer's commitment to investing the time and resources into developing the next generation of advisors" Ed Harrington, Executive Vice President and Head of Oppenheimer's Private Client Division Oppenheimer developed the Next-Gen Peer-to-Peer Forum to help emerging leaders develop the skills, relationships and perspective required to build successful careers. The program forms part of the firm's broader investment in the long-term success of its advisor workforce. Discussions throughout the program focused on the issues shaping the future of the wealth management industry and the decisions that will influence the growth of attendees' businesses. Topics included building scalable practices, developing effective teams, incorporating artificial intelligence and other technologies to improve efficiency, differentiating investment advice and positioning practices to meet the evolving expectations of future generations of clients. The Forum also encouraged attendees to challenge conventional thinking and offer candid perspectives on what it takes to compete in a rapidly changing industry. Their engagement, thoughtfulness and willingness to contribute underscored the strength of Oppenheimer's next generation of advisors. "The Peer-to-Peer Forum works because the advisors drive the conversation," said Nicholas Siconolfi, Managing Director and Head of National Sales for Oppenheimer's Private Client Division. "Each of our Next Gen advisors brings a unique perspective, but they all share a common goal of continuously enhancing the client experience while building practices designed to endure and adapt. The ideas exchanged throughout the forum help shape the future of our firm. Our advisors learn from one another, and as leaders, we gain invaluable firsthand insight into what they need to succeed. Every year, this event reinforces that the future of our firm is in very capable hands." "Oppenheimer is an ideal place for advisors to build and grow their careers over time," Harrington added. "We are committed to giving talented advisors the tools, resources and support they need to succeed, and the Next-Gen Peer-to-Peer Forum is an important part of that commitment. It helps emerging leaders strengthen their professional networks, develop as business owners and play a meaningful role in the future of the firm. We believe the most important investment we can make is in our people. The firms that endure are those that develop talent, not simply acquire it. By bringing together advisors who are committed to building exceptional practices, we are helping to develop the next generation of leaders while strengthening the long-term future of Oppenheimer and the clients we serve." About Oppenheimer & Co. Inc. Oppenheimer & Co. Inc., a major subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), is a leading middle-market investment bank and full-service broker-dealer. The firm provides a broad range of investment banking, securities brokerage and wealth management services to corporations, institutions and high-net-worth individuals.
Oppenheimer Asset Management Inc. bought a new position in shares of Honeywell Aerospace (NASDAQ:HONA - Free Report) during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund bought 39,847 shares of the company's stock, valued at approximately $8,809,000. Sev
Oppenheimer Asset Management Inc. bought a new stake in shares of CoStar Group, Inc. (NASDAQ:CSGP – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 265,401 shares of the technology company’s stock, valued at approximately $7,516,000. […]
US investment banking revenues grew in H1, despite mixed M&A activity in Q2. Banking revenues were driven by underwriting growth in Q2, while M&A activity remained mixed across the upper and middle markets. MadeMarket Insights * US investment banking revenues rose 31 percent year over year in the first half of 2026, driven by strong Q1 M&A advisory and Q2 underwriting growth at Wall Street banks. * In H1, Oppenheimer led advisory revenue growth with $121 million in fees, up 150 percent year over year, followed by Morgan Stanley with $1.78 billion, up 66 percent. * Average H1 total revenue growth was 36 percent for upper-market banks, 51 percent in the middle market and 10 percent for boutiques. US investment banking revenue increased 31 percent in the first half of 2026, driven by stronger M&A advisory activity in Q1 that waned in Q2, as underwriting revenue expanded at Wall St banks, according to the earnings reports of major US banks. The same slowdown in M&A advisory was visible among boutique firms. Total revenue at boutique banks, where M&A advisory accounts for a larger share of investment banking activity, declined from the first quarter by 8 percent even while it rose by 10 percent during the first half. Middle-market firms showed a similar pattern. Advisory-specific and total revenues increased just 2% from the first quarter, even while both were up 56 percent and 51 percent in the first half from a year earlier respectively. These data are consistent with a deal market in which activity has become concentrated among larger transactions and a booming stock market. In the US, there were 4,653 deals worth $1.2 trillion announced in the first five months of 2026, compared with 4,851 deals worth $603 billion during the same period a year earlier, according to PwC. Thirty-nine transactions valued at $5 billion or more were announced during that period, more than 50% above year-earlier levels, while their combined value nearly tripled to $957 billion from $325 billion. PwC said roughly a quarter of megadeals in both 2025 and 2026 were related to artificial intelligence, including transactions tied to the broader AI ecosystem such as data center construction and supply. Globally, announced deal value reached about $3.5 trillion in the first half, with both the first and second quarters exceeding roughly $1.65 trillion, according to Bloomberg data. Deal count, however, fell 16% from the second half of 2025. While public earnings reports suggest some strength among middle-market banks, they capture only a slice of the market. Earnings data exclude many smaller private banks that serve lower- and middle-market clients, where activity has been more exposed to a deal environment dominated by fewer, larger transactions. PwC and others have noted that middle-market activity remained relatively sluggish in the first half despite some notable bright spots highlighted in earnings reports, with private equity firms struggling to exit companies acquired at peak valuations and strategic buyers remaining relatively more cautious about the economic outlook. Looking more closely at earnings, during the first half of the year, investment banking advisory revenues at leading American firms in the upper and middle markets were up an average of 50 percent year-over-year. Meanwhile, total revenues were up 31 percent reaching a total of $36 billion during the same period. During that period, Oppenheimer and Morgan Stanley led the market in advisory-specific revenue growth. Oppenheimer reported $121 million in advisory fees with a year-over-year gain of 150 percent and Morgan Stanley reported $1.78 billion with a year-over-year gain of 66 percent. Meanwhile, among leading boutique firms, which often focus on M&A advisory across the upper and middle market, Evercore saw the largest growth year-over-year during the same period at 62 percent with $2.17 billion. Overall, Oppenheimer reported the highest year-over-year growth in total investment banking revenues for the same period among all banks surveyed. On average, total revenue growth came in at 36 percent for upper-market banks, 51 percent in the middle market, and 10 percent at boutique firms. The second quarter. In the quarter ending on Jun. 30, Oppenheimer and Bank of America led the market in year-over-year advisory revenue growth. Oppenheimer reported $58 million in advisory revenues with a year-over-year gain of 159 percent and Bank of America reported $558 million with a gain of 68 percent. During the same period, Oppenheimer and Morgan Stanley led the market in total revenue growth year-over-year at 88 percent and 58 percent with $82 million and $2.34 billion, respectively. Among leading boutique firms, Evercore and PJT Partners led in total revenue growth, both reporting year-over-year gains of 20 percent with $873 million and $486 million respectively. Across the upper and middle markets, average total year-over-year growth in advisory revenues was 47 percent and average total growth in overall investment banking revenues, including boutique firms, was 33 percent for the same period. On average, total revenue growth came in at 45 percent for upper-market banks, 51 percent in the middle market, and 5 percent for boutique firms. Quarter-over-quarter, total fees in the upper market grew at 16 percent, 2 percent in the middle market, and dropped 8 percent among boutiques, while advisory revenues at upper and middle-market banks dropped 14 percent and remained relatively flat at 2 percent, respectively. Upper-Market banks. In the upper market, Morgan Stanley and Bank of America led in advisory revenue growth for the first half, reporting year-over-year gains of 66 percent and 55 percent respectively, while Citigroup ranked at the bottom with 7 percent. For the second quarter, Bank of America and Morgan Stanley led in advisory revenue growth, reporting year-over-year gains of 68 percent and 57 percent respectively, while Citigroup ranked furthest behind with a 4 percent drop. Quarter-over-quarter, Bank of America and Goldman Sachs led in advisory revenue growth during a weak quarter, reporting gains and the lowest losses of 1 percent and -8 percent respectively, while Citigroup ranked lowest with losses of 23 percent. Middle-Market banks. In the middle market, Oppenheimer and Stifel led in advisory revenue growth for the first half, reporting year-over-year gains of 150 percent and 42 percent respectively, while Raymond James ranked at the bottom with 24 percent. For the second quarter, Oppenheimer and Jefferies led in advisory revenue growth, reporting year-over-year gains of 159 percent and 47 percent respectively, while Stifel ranked furthest behind with 24 percent. Quarter-over-quarter, Jefferies and Piper Sandler led in advisory revenue growth, reporting 28 percent and 9 percent respectively, while Stifel ranked lowest with -28 percent. Boutique banks. Among boutiques, Evercore and PJT Partners led in total revenue growth for the first half, reporting year-over-year gains of 62 percent and 24 percent respectively, while Perella Weinberg ranked at the bottom with -17 percent. For the second quarter, Evercore and PJT Partners again led in total revenue growth, both reporting year-over-year gains of 20 percent, while Houlihan Lokey ranked lowest with -16 percent. Quarter-over-quarter, Moelis and PJT Partners led in total revenue growth, reporting gains of 28 percent and 16 percent respectively, while Lazard ranked at the bottom with -41 percent.
Oppenheimer has raised its price target for Snowflake to $400 from $295, citing stronger consumption trends and growing adoption of AI coding agent CoCo. The firm expects product revenue of roughly $1.469 billion, approximately 3% to 4% above consensus, while maintaining its Outperform rating. Analysts said channel checks showed strength across regions and industries, including larger deals and faster migrations. CoCo is helping customers build AI applications whilst encouraging migration of traditional analytics workloads onto Snowflake's platform. In its fiscal first quarter, Snowflake's product revenue grew 34% to $1.33 billion. The company had 779 customers generating over $1 million in trailing-12-month product revenue. Snowflake reports second-quarter results on 2 September.