Experienced Associate - Investment Banking, Industrials

Guggenheim Securities; New York (NY); On-site; USD 158,000 - 193,000; Full time

Job summary

Guggenheim Securities, the investment banking and capital markets arm of Guggenheim Partners, is seeking an experienced Associate for the Global Industrials Group in New York. The role focuses on leading day-to-day project management, developing financial analyses, and identifying strategic growth opportunities across advisory and financing transactions.

You will work closely with senior bankers on deal execution, financial modeling, due diligence, and client presentations, while developing

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 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 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 to clients to help solve problems.

Skills

Analytical skills

Communication skills

M&A analysis

Financial modeling

Team collaboration

Deal execution

Education

Bachelor’s degree or MBA

Tools

SIE

Series 79

Series 63

Job description

Job Description:

Position Summary

The Global Industrials Group in New York 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 to 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 New York office at least 4 days per week.

Salary

• Annual base salary of $175,000.
• The base salary represents the anticipated 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.