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Interview Guides/Oppenheimer Holdings
O
Oppenheimer HoldingsCompany guide
Updated weekly · Reviewed by the Dataford team

Oppenheimer Holdings interview process & guide 2026

Interview difficulty 4.5 / 10Based on 141 interview reports

Everything we know about interviewing at Oppenheimer Holdings: what each round tests and compensation by level.

Investment Banking AnalystEquity Research AnalystFinancial Analyst

At a glance

4.5/ 10
Interview difficulty 4.5 / 10
Rated by candidates who reported interviewing here. Harder than 45% of companies we track.
3
Role guides
141
Interview reports
12
Topics tracked
$117k
Median total comp
01 · Difficulty and outcomes

How hard is the Oppenheimer Holdings interview?

Aggregated from 141 interview experiences
Difficulty mix
Easy29%
Medium61%
Hard10%
Most loops land in the middle: hard enough to prep for, rarely brutal.
Offer rate
62%about 1 in 2

About 1 in 2 candidates with a known outcome convert.

87 offers across 141 reports with a stated outcome.
Experience sentiment
64%positive
Positive 64%Neutral 27%Negative 9%
Reports by year
10
14
15
15
4
20222023202420252026
By interview date. The current year is partial.
02 · Topic breakdown

What Oppenheimer Holdings actually tests for

How prominent each skill is across reported loops
100%
Three-Statement Financial Model (Income Statement, Balance Sheet, Cash Flow)
100%
Equity Research Stock Pitch (Buy/Sell Thesis)
100%
Stock Pitch (Equity Storytelling)
96%
Equity Research Modeling Test (Timed Updates)
96%
Behavioral Interviewing (Fit / Motivations)
93%
DCF Valuation (Discounted Cash Flow)
93%
Financial Statement Linking / Mechanics
93%
Excel Modeling (Formula Rigor, Model Hygiene)
93%
Investment Valuation Approaches
90%
WACC & Discount Rate Assumptions in DCF
90%
Investment Outlook / Market Views
34%
Working Capital Concepts
Tested less
Tested more
03 · Role guides

Find the guide for your role

This is your next step: open the guide for the role you are interviewing for. Each one carries the questions Oppenheimer Holdings interviewers actually ask that position, the loop structure, and pay by level.

Showing 3 of 3 role guides
Equity Research Analyst
Questions and loop structure
Open guide
Financial Analyst
$115k-$130k
Open guide
Investment Banking Analyst
$94k-$129k
Open guide
04 · Compensation

What Oppenheimer Holdings pays, by level

Estimated total compensation: base salary plus stock and annual cash bonus.

Median $117k
Level$50kTotal comp range$150kTotal
All levels
Base $95k-$130k
$94k-$130k
Ranges blend verified compensation data points. Base + stock + annual bonus shown. Estimates only.
05 · FAQ

Oppenheimer Holdings interview FAQ

Answered from real candidate and workplace data
How hard is the Oppenheimer Holdings interview?

Candidates most commonly rate Oppenheimer Holdings interviews as medium, based on 141 reported interviews. About 62% of candidates who interview go on to receive an offer.

How much does Oppenheimer Holdings pay?

Reported total comp across roles at Oppenheimer Holdings ranges from roughly $94k to $130k per year, varying by level, team, and location.

What topics does Oppenheimer Holdings test in interviews?

Oppenheimer Holdings interviews most often cover DCF Valuation (Discounted Cash Flow), Working Capital Concepts, Three-Statement Financial Model (Income Statement, Balance Sheet, Cash Flow), Equity Research Stock Pitch (Buy/Sell Thesis), and Stock Pitch (Equity Storytelling). The exact emphasis depends on the specific role you apply for.

What roles can I prepare for at Oppenheimer Holdings?

Dataford has interview guides for 3 roles at Oppenheimer Holdings, including Equity Research Analyst, Financial Analyst, and Investment Banking Analyst.

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How hard is it?What Oppenheimer Holdings evaluatesQuestions and role guidesCompensation by levelFAQ
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Roles at Oppenheimer Holdings
Oppenheimer Holdings Equity Research AnalystOppenheimer Holdings Financial AnalystOppenheimer Holdings Investment Banking AnalystAll 3 roles
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