Guggenheim Partners

Equity Research Associate/Vice President - Consumer & Retail

Guggenheim Partners • $140K — $175K *
New York, NY 10025In-Person
Retail & Consumer Goods
Less than 5 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • BA/BS Degree required
  • 3-7 years of relevant experience
  • Fluency in financial modeling and analysis
  • Proficient in Microsoft Office Suite
  • Ability to obtain FINRA licenses within 6 months

Responsibilities

  • Analyze public and private retail & consumer companies and industry trends
  • Conduct primary research and due diligence
  • Draft investment theme reports and notes on current events
  • Build and maintain detailed financial models
  • Prepare comprehensive written research reports
  • Support Senior Analyst(s) with fundamental analysis
  • Organize investor calls and related events

Benefits

  • Opportunities for professional growth and development
  • Collaborative team environment
  • Access to a variety of research resources
  • Engagement with institutional sales force and investor clients
  • Dynamic work location in New York office
Full Job Description
Job Description:

Position Summary

Guggenheim Securities ("GS") is seeking an experienced sell-side Equity Research Associate/Vice President to join its Consumer & Retail Equity Research team. This person will be responsible for following the progress of public and private retail & consumer companies and supporting the Senior Research Analyst(s). In addition to excellent writing skills, financial modeling and communication skills, the ideal candidate will demonstrate high aptitude for gathering and synthesizing relevant primary market data. Candidate must be able to demonstrate a willingness to conduct ongoing independent market research and related industry networking. The ability to convey an investment message through a written research report is key to the success of this hire.

Essential Job Functions
  • Analyze individual retail & consumer companies and market trends
  • Conduct primary research, including but not limited to financial analysis, due diligence on industry trends, company management, and strategies
  • Draft reports/notes on relevant investment themes, events, and breaking news
  • Build and maintain detailed financial models
  • Prepare regular written research reports that summarize the findings of analysis, including estimates of expected current year business results
  • Provide support to the Senior Analyst(s) through fundamental analysis with an emphasis on original research in the retail & consumer sector
  • Contribute to building valuation models
  • Update analyst marketing handout regularly
  • Organize calls for investors and investor events
  • Interact with the Firm's institutional sales force and investor clients
  • Respond to client and internal inquiries regarding research findings and directives


Preferred Qualifications
  • Fluency in modeling financial statements
  • Comfortable with large data sets and reporting
  • Understanding of capital markets and stock markets, and a passion for investing
  • Excellent written and oral communication skills to successfully convey investment messages, ideas, or nuances to team members, salespeople, and/or traders
  • Outstanding analytical skills: ability to conduct deep primary research, analysis, and draw conclusions from information
  • Strong interpersonal relationship skills and style conducive to building relationships
  • Ability to thrive in a fast- paced, deadline-driven environment; self-starter with a proven commitment to producing high quality work
  • Team oriented, unquestionable honesty and integrity, intellectual curiosity, and dedication to providing clients with the best research and service
  • Ability to deliver under pressure and meet deadlines effectively


Basic Qualifications
  • BA/BS Degree
  • 3-7 years of experience
  • Proficient in Microsoft Office, Excel, PowerPoint, and Word
  • Must have or obtain FINRA licenses within 6 months of hire: Securities Industry Essentials exam; Series 86, 87 and 63.


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


Salary
  • Annual base salary is between $140,000 and $175,000.
  • 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 Guggenheim Partners

Guggenheim Partners is a global investment and advisory firm with more than $310 billion in assets under management. The firm provides expertise in investment management, investment banking, and insurance services to institutions, governments, and individuals. Guggenheim Partners is headquartered in New York City and has offices in more than 25 cities worldwide. The firm was founded in 1999 by a group of senior executives from Salomon Brothers.
Learn more about Guggenheim Partners
Size
2,000 employees
Industry
Finance & Insurance
* Ladders Estimates

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