Bachelor's degree required; MBA or relevant investment banking experience preferred.
1-2 years of investment banking experience, ideally as an Analyst or Associate.
Strong analytical skills with attention to detail.
Excellent written and oral communication skills.
Ability to work independently and manage processes effectively.
Maturity and capability to interface with senior executives.
Responsibilities
Analyze market trends and financials to identify client solutions.
Contribute to deal pitches and research M&A opportunities.
Integrate strategic ideas into presentations for stakeholders.
Execute transactions for corporate clients in Financial Institutions.
Manage day-to-day project execution on advisory and financing transactions.
Perform due diligence and financial analyses on Financial Institution companies.
Present strategic insights and updates to clients, including executives.
Benefits
Opportunity to work closely with senior bankers and clients.
Exposure to a variety of financial sectors including FinTech and Insurance.
Engagement in a dynamic and unstructured work environment.
Mentorship opportunities for junior staff.
Access to advanced financial databases for analysis.
Full Job Description
Job Description:
Position Summary
The Financial Institutions Group based in New York is a growing and critically important strategic initiative for Guggenheim Securities ("GS"). We provide coverage across various sub-verticals including Banks, Specialty Finance, FinTech and Insurance. 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.
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
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
Help prepare and contribute to deal pitches including idea generation and identify, research, and analyze M&A and financing opportunities
Integrate strategic ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders
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 Insurance companies
Lead day-to-day project management and execution on a broad range of advisory and financing transactions, including developing and overseeing detailed financial and accounting analyses
Perform and review pro forma transaction impact analyses for potential and live transactions including M&A and equity and debt financings
Perform due-diligence on Financial Institution companies, including generating and managing financial and operational diligence requests, discussing diligence requests with management and employees, and performing detailed analyses on private financial information
Manage deal execution, including preparation of marketing materials, teasers, confidential information memorandums; conducting due diligence processes; drafting non-disclosure agreements and other legal documents with lawyers and potential buyers
Present to clients, including top-executives, on topics such as strategic alternatives, industry updates, capital markets activities, and corporate governance issues
Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
Employ databases including Bloomberg, Thomson Eikon, SNL and FactSet to perform comparable company and precedent transactions analyses
Mentor and guide junior staff across multiple projects at one time
Preferred Qualifications
IB Analyst promotes to Associate or MBA hires with 1-2 years of relevant investment banking experience
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 in a professional setting
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 $175,000 and $225,000.
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.
