Associate - Investment Banking, Industrials

Guggenheim Partners; Chicago (IL); On-site; USD 149,000 - 201,000; Full time

Job summary

Guggenheim Partners is seeking an experienced Associate for its Chicago office in the Global Industrials Group. You will lead day-to-day project management on advisory and financing transactions, develop cash flow and valuation analyses, and build complex financial models.

You will present strategic ideas to clients, perform due diligence, and support deal pitches with senior bankers. The role emphasizes collaboration with top executives, strong analytical skills, and the ability to generate new

Qualifications

• Bachelor's degree and 3+ years of investment banking experience or an MBA degree.
• Core modeling and valuation experience in a professional setting.
• SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment.

Responsibilities

• Lead day-to-day project management and oversee execution on advisory and financing transactions.
• Develop and oversee financial and accounting analyses and identify M&A opportunities.
• Analyze market trends, competitive landscapes, and company financials for client solutions.
• Build and monitor complex financial models for corporate finance alternatives.
• Perform financial and valuation analyses using standard and proprietary models.
• Supervise analysis of accounting records to inform projections and strategy.
• Integrate strategy ideas into presentations for stakeholders.
• Conduct due diligence on client companies and assess business models and forecasts.
• Prepare marketing materials and assist in deal pitches.
• Act as advisor for core accounts alongside senior bankers.
• Develop client relationships through ongoing engagement and industry knowledge.
• Generate ideas and new business opportunities for clients.

Skills

Investment banking

Financial modeling

M&A analysis

Communication skills

Education

Bachelor's degree

MBA degree

Job description

Position Summary

The Global Industrials Group in Chicago is a rapidly growing and critically important strategic initiative for Guggenheim Securities (“GS”). Our Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Associates benefit tremendously from the experience and partnership they have with our Senior Managing Directors, Managing Directors, Vice Presidents, and Analysts. We pride ourselves on the dedication we give to our Associates development, which in turn helps assist in supporting and cultivating our growing team of Analysts. We work to constantly assist in developing our Associates marketing, sales, analytical, and communication skills. GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.

Essential Job Functions

• Lead day-to-day project management and oversee execution on a range of advisory and financing transactions
• Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities
• Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities
• Develop and monitor the development of complex financial models for a broad range of corporate finance alternatives
• Perform financial and valuation analysis using both industry standard and proprietary models
• Analyze and supervise the analysis of current and past accounting and financial records to advise management through financial projections preparation
• Integrate strategy ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders
• Conduct due diligence investigations of client companies to ascertain the soundness of their business model and forecasts
• Transaction evaluation, preparation, due diligence, and execution of transactions; and managing the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation
• Help lead deal pitches including idea generation
• Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers
• Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
• Generate potential ideas and new business opportunities for clients to help solve problems

Preferred Qualifications

• Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
• Highly organized, with the initiative and ability to work with limited supervision
• Excellent analytical skills and attention to detail
• Strong written and oral communication skills
• Effective process management abilities
• Sell-side advisory experience is a plus

Basic Qualifications

• Requires a minimum of a Bachelor's degree and 3+ years of investment banking experience or an MBA degree
• Core modeling and valuation experience in professional setting
• SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment

Work Location

Currently, this role is expected to be in the Chicago office at least 4 days per week.

Salary

Annual base salary of $175,000. The base salary represents the anticipated base salary for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

About Us

Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at [e-mail] or 212.518.9200. Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission. Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. We offer services in Advisory, Financing, Sales and Trading, and Research. Discover what it is like to work with us through the stories of our colleagues. We are headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, Houston, and in London, UK. For more information, please email GS Lateral Recruiting or call +1 212.518.9200