4+ years of prior investment banking or equivalent M&A experience
Must obtain SIE Exam, Series 79 and Series 63 within 150 days of employment
Strong understanding of accounting and finance
Responsibilities
Lead project management and execution on advisory and financing transactions
Drive client relationship development through effective communication
Oversee financial and accounting analyses and identify M&A opportunities
Facilitate client meetings and develop transaction documentation
Analyze market trends and competitive landscapes for client solutions
Mentor junior team members and ensure compliance with firm policies
Generate new business ideas and potential client opportunities
Benefits
Work closely with senior bankers and client executives
Opportunity to be part of a growing and critical strategic team
Dynamic work environment that values creativity and initiative
Experience in managing high-velocity processes
Chance to effectively mentor and guide junior professionals
Full Job Description
Job Description:
Position Summary
Guggenheim Securities ("GS") is seeking an experienced Vice President to join its Healthcare Services team in New York.
The Healthcare Services Group at Guggenheim Securities is a rapidly growing and a critically important strategic initiative for the firm. We provide coverage across various sub-verticals including payors, providers, HCIT, pharma services and animal health.
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.
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
Drive long-term client relationship development through effective dialogue with client leadership teams
Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities
Lead client meetings and drafting sessions
Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities
Maintain working knowledge of multiple client sectors, monitor key industry drivers, and assemble insights to support and enhance advisory services and new business development initiatives
Identify improvements to processes and propose solutions to complete group tasks more efficiently
Demonstrate understanding of macro factors related to client sectors and investment banking and potential implications
Act as lead "on the job" trainer for Associates and Analysts, articulating roles and objectives for junior team members and providing constructive feedback
Act as financial and strategic advisor for clients of core accounts in conjunction with senior bankers
Ensure all activity is compliant with Guggenheim Securities' applicable rules, regulations, policies, and procedures
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
Generate potential ideas and new business opportunities to clients to help solve problems whether using advisory or capital market solutions
Share relevant deal/client context with the junior team and provide motivation and guidance for the team
Preferred Qualifications
Significant level of maturity and the 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 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.
