Associate - Investment Banking, Industrials

Guggenheim Securities; Chicago (IL); On-site; USD 150,000 - 210,000; Full time

Job summary

Guggenheim Securities seeks an experienced Associate to join the Global Industrials Group in Chicago. You will lead day-to-day project management, build financial models, and participate across the transaction lifecycle from initial research to marketing materials.

You will work closely with senior bankers to develop client solutions and strategic recommendations. The role emphasizes rigorous financial analysis, market research, and cross-functional collaboration, with a focus on executing

Qualifications

• Requires a Bachelor’s degree and 3+ years of investment banking experience or an MBA.
• Core modeling and valuation experience in a professional setting.
• SIE exam and Series 79 & 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 and financing opportunities.
• Analyze market trends, competitor landscapes, and company financials to identify client solutions and new market opportunities.
• Develop and monitor complex financial models for corporate finance alternatives.
• Perform financial and valuation analyses using standard and proprietary models.
• Integrate analyses and forecasts into presentations for stakeholders.
• Conduct due diligence investigations of client companies to assess business models and forecasts.
• Prepare transaction materials and assist in deal pitches with senior staff.

Skills

Financial modeling

Valuation

Analytical skills

Communication skills

Education

Bachelor’s degree

MBA degree

Tools

SIE

Series 79

Series 63

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.

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.