Experienced Vice President - Investment Banking, Industrials

Guggenheim Partners; New York (NY); On-site; USD 225,000 - 275,000; Full time

Job summary

Guggenheim Securities in New York seeks a senior-level Vice President to lead advisory and financing transactions. You will develop analyses, manage deal processes, and advise clients with senior bankers. The role emphasizes execution, modeling, due diligence, and presenting strategic recommendations.

You will build relationships with clients, identify new business opportunities, and mentor junior bankers while coordinating with senior investment teams in a fast-paced environment.

Qualifications

• Bachelor’s degree required.
• 7+ years of professional experience.
• 4+ years of investment banking or equivalent M&A experience.
• SIE, Series 79 and Series 63 within 150 days of employment.

Responsibilities

• Develop and oversee financial analyses and identify M&A and financing opportunities.
• Lead day-to-day project management and oversee execution on advisory and financing transactions.
• Analyze market trends, competitive landscapes and public company financials for client solutions.
• Conduct and review product, economic, company and industry research and analysis.
• Develop and monitor complex financial models for various corporate finance options.
• Prepare financial projections and client presentations for management and stakeholders.
• Integrate strategy ideas into presentations for different audiences and due diligence teams.
• Lead deal pitches and act as financial/strategic advisor to core accounts.

Skills

Team collaboration

Project management

Effective communication

Agile leadership

Mentoring

Analytical thinking

Relationship building

Financial acumen

Education

Bachelor’s degree

Job description

Job Description

Position Summary The Global Industrials Group is rapidly growing and one of the largest and most important industry groups at Guggenheim Securities. Our Vice Presidents play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Vice Presidents benefit tremendously from the experience and partnership they have with our Senior Managing Directors and Managing Directors. We pride ourselves on the dedication we give to our Vice Presidents’ development, which in turn helps assist in supporting and cultivating our growing team of junior bankers. We continually assist in developing our Vice Presidents’ managerial, marketing, sales, analytical, presentation and communication skills.

Essential Job Functions

• Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities
• Lead day-to-day project management and oversee execution on a range of advisory and financing transactions
• Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials in order to identify potential client solutions and new market opportunities
• Conduct and review product, economic, company and industry research and analysis
• 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 and accurately reflecting differences between various accounting standard
• Analyze and supervise the analysis of current and past accounting and financial records in order to advise management through financial projections preparation; preparing, reviewing and participating in client presentations
• 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 current and forecasted financial situation; leading the financing structuring
• Underwrite 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 knowledge
• Generate potential ideas and new business opportunities to clients to help solve problems whether using advisory or capital market solutions

Preferred Qualifications

• Ability to work as a team interfacing with top company executives and senior management
• Highly organized project captain capable of managing high velocity processes
• Effective communicator - verbal, written, and virtual
• Agile leader that can exercise sound judgment under pressure
• Curious and resourceful business person with strong understanding of accounting and finance
• Mature teammate with the ability to develop relationships with senior-level colleagues and clients
• Teaching orientation with strong desire to mentor and train junior teammates - ability to be player-coach as needed
• Excellent analytical skills and attention to detail
• Sell-side advisory experience is a plus

Basic Qualifications

• Minimum of a Bachelor’s degree required
• 7+ years of professional experience
• 4+ years of prior investment banking or equivalent M&A experience
• 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 $250,000. The base salary represents 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. We offer services in Advisory, Financing, Sales and Trading, and Research.