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Experienced Associate – Investment Banking, Global Services
Guggenheim SecuritiesAssociate providing advisory services to private equity firms and corporate clients in Investment Banking Global Services team, focusing on high growth segments.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- IB Analyst promotes to Associate or MBA hires with 1-2 years of relevant experience
- Commitment to meet the demands of high volume and high-end client services
- Capable of balancing and managing multiple priorities simultaneously
- Effective communicator – verbal, written and virtual
- Highly organized project manager capable of thriving in high velocity environments
- Agile leader that can exercise sound judgement under pressure
- Curious and resourceful businessperson with strong understanding of accounting and finance
- Mature teammate with the ability to develop relationships with senior-level colleagues and clients
- Player-Coach mentality with strong desire to mentor and train junior teammates
- Demonstrable proficiency with Microsoft Excel, PowerPoint and Outlook
- Bachelor’s Degree required
- 4+ years of professional experience
- 1-3 years of prior investment banking or equivalent M&A experience
- Sell-side advisory experience a plus
- SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment.
Benefits
Comp & perks- best-in-class Investment Banking training—formal and hands-on
- M&A process management
- business acumen
- financial analysis
- data analysis
- soft-selling and presentation skills
- professional communication (verbal, written and virtual)
- negotiations
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisinvestment bankingM&A experiencesell-side advisoryproject managementaccountingfinance
Soft Skills
effective communicatorhighly organizedagile leadercuriousresourcefulmature teammateplayer-coach mentality
Certifications
SIE ExamSeries 79Series 63