Experienced Analyst – Investment Banking, Financial Institutions Group (FIG)

Guggenheim Securities; New York (NY); On-site; USD 110,000 - 135,000; Full time

Job summary

Guggenheim Securities in New York is seeking an experienced Analyst to join the Financial Institutions Group (FIG) Investment Banking team. You will work on banks, specialty finance, FinTech and asset management clients, supporting transactions with senior bankers and clients.

Ideal candidates have prior IB/PE/valuation experience, strong analytical and communication skills, and are comfortable in an unstructured environment that rewards initiative and learning.

Qualifications

• Current or prior investment banking, private equity, in-house M&A or valuation advisory experience is required.
• Maturity and ability to work with top executives and senior management.
• Highly organized, with 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.

Responsibilities

• Perform financial analyses to support M&A advisory transactions and highlight key takeaways.
• Research client sectors, determine industry drivers and assemble insights to support and enhance advisory services and new business development initiatives.
• Conduct diligence, research, analysis and documentation of potential and live transactions.
• Analyze, structure and execute transactions on behalf of corporate clients with a focus on Financial Institutions, including Banks, Specialty Finance (consumer and commercial), FinTech, and Asset Management companies.
• Create relevant marketing memoranda, diligence exhibits and transaction artifacts.
• Contribute to the creation of strategic frameworks, tools and intellectual property to aid business development activities of the firm.
• Lead administrative workstreams in transactions (e.g., data room, scheduling, etc.).
• Participate in and memorialize takeaways from client meetings and drafting sessions.
• Identify improvements to processes and propose solutions to complete group tasks more efficiently.
• Employ databases including Bloomberg, Thomson Eikon, SNL and FactSet to perform comparable company and precedent transactions analyses.
• Actively participate in recruiting and training activities.
• Additional responsibilities as requested.

Skills

Analytical skills

Team collaboration

Communication

Education

Bachelor's degree

Tools

Bloomberg

Thomson Eikon

SNL

FactSet

Job description

Job Description

Position Summary

Guggenheim Securities（“GS”）is seeking exceptional experienced Analyst to join its Financial Institutions Group（“FIG”）Investment Banking team in New York. The FIG group is a rapidly growing and a critically important strategic initiative for GS. We provide coverage across various sub-verticals including Banks, Specialty Finance, FinTech and Asset Management. Our Analysts play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond.

GS FIG 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 an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.

Essential Job Functions

• Perform financial analyses to support M&A advisory transactions and highlight key takeaways
• Research client sectors, determine key industry drivers and assemble insights to support and enhance advisory services and new business development initiatives
• Conduct diligence, research, analysis and documentation of potential and live transactions
• Analyze, structure and execute transactions on behalf of corporate clients with a focus on Financial Institutions, including Banks, Specialty Finance (consumer and commercial), FinTech, and Asset Management companies
• Create relevant marketing memoranda, diligence exhibits and transaction artifacts
• Contribute to the creation of strategic frameworks, tools and intellectual property to aid business development activities of the firm
• Lead administrative workstreams in transactions (e.g., data room, scheduling, etc.)
• Participate in and memorialize takeaways from client meetings and drafting sessions
• Identify improvements to processes and propose solutions to complete group tasks more efficiently
• Employ databases including Bloomberg, Thomson Eikon, SNL and FactSet to perform comparable company and precedent transactions analyses
• Actively participate in recruiting and training activities
• Additional responsibilities as requested

Preferred Qualifications

• Current or prior investment banking, private equity, in-house M&A or valuation advisory experience is required
• 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

Basic Qualifications

• Requires a minimum of a Bachelor's degree
• Core modeling and valuation experience

Work Location

• Currently, this role is expected to be in the New York office at least 4 days per week

Salary

• Annual base salary between $110,000 and $135,000.
• The base salary range represents the low and high end of the anticipated base salary range 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.