Senior Associate, M&A Advisory — Chicago

Guggenheim Partners; Chicago (IL); On-site; USD 140,000 - 210,000; Full time

Job summary

Guggenheim Securities in Chicago is seeking an Associate to join its Commercial Services investment banking team. The role supports senior professionals in financial analyses, advisory transactions, and client relationship development.

You will oversee sector analysis, contribute to marketing memoranda, diligence exhibits, and transaction artifacts, while training junior staff and ensuring compliant processes.

Qualifications

• Requires a Bachelor’s degree.
• 4 years of experience or an MBA with a minimum of 1+ years of experience in IBS.
• SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment.
• Work Location currently in the Chicago office at least 4 days per week.

Responsibilities

• Work with senior professionals to support financial analyses, advisory transactions and highlight key takeaways.
• Oversee working knowledge of multiple client sectors, monitor key industry drivers and assemble insights to support and enhance advisory services and new business development initiatives.
• Review diligence, research, analysis and documentation of potential and live transactions.
• Lead development of relevant marketing memoranda, diligence exhibits and transaction artifacts.
• Identify improvements to processes and propose solutions to complete group tasks more efficiently.

Skills

Effective communicator

Organized project manager

Mentor and trainer

Ability to handle multiple priorities

Detail-oriented

Strong accounting and finance

Education

Bachelor’s degree

MBA with 1+ years IBS experience

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

Guggenheim Securities in Chicago is seeking an Associate to join its Commercial Services investment banking team. The role supports senior professionals in financial analyses, advisory transactions, and client relationship development.

You will oversee sector analysis, contribute to marketing memoranda, diligence exhibits, and transaction artifacts, while training junior staff and ensuring compliant processes.