Guggenheim Securities

Financial Planning and Analysis

• Perform financial analyses to support advisory transactions and highlight key takeaways
• Carefully review and provide guidance to Analyst teammates
• Develop working knowledge of multiple client sectors, monitor key industry drivers and assemble insights to support and enhance advisory services and new business development initiatives
• Lead diligence, research, analysis and documentation of potential and live transactions
• Lead development of relevant marketing memoranda, diligence exhibits and transaction artifacts
• Anticipate potential deal challenges and elevate concerns through to team members in real time
• Drive creation of strategic frameworks, tools and intellectual property to aid business development activities of the firm
• Actively participate in client meetings and drafting sessions
• Identify improvements to processes and propose solutions to complete group tasks more efficiently
• Lean into client relationships through C-Suite level exposure
• Apply understanding of macro factors related to client sectors and investment banking
• Conduct “on the job” training, providing continuous, constructive feedback with goal of improving quality of analyst and intern work product
• Actively participate in recruiting and training activities

Experienced Associate – Investment Banking, Global Services

• Perform financial analyses to support advisory transactions and highlight key takeaways
• Develop working knowledge of multiple client sectors, monitor key industry drivers and assemble insights to support and enhance advisory services and new business development initiatives
• Lead diligence, research, analysis and documentation of potential and live transactions
• Lead development of relevant marketing memoranda, diligence exhibits and transaction artifacts
• Anticipate potential deal challenges and elevate concerns through to team members in real time
• Drive creation of strategic frameworks, tools and intellectual property to aid business development activities of the firm
• Actively participate in client meetings and drafting sessions
• Identify improvements to processes and propose solutions to complete group tasks more efficiently
• Lean into client relationships through C-Suite level exposure
• Apply understanding of macro factors related to client sectors and investment banking
• Conduct “on the job” training, providing continuous, constructive feedback with goal of improving quality of analyst and intern work product
• Actively participate in recruiting and training activities

Experienced Associate – Investment Banking, Global Services

Experienced Analyst – Investment Banking, Global Services