Equity Research Analyst or Associate – Aerospace & Defense Tech

Guggenheim Partners•New York, NY

1d•Hybrid

About The Position

The Analyst or Associate will be responsible for assisting in all aspects of the franchise, including modeling, note writing, data analysis, and helping to create differentiated research analyses. As the Analyst or Associate develops, responsibilities will expand to include communicating with clients, management teams, and sales/traders and participating in the creative process. The role requires accuracy, attention to detail, and a great deal of critical thinking, a strong desire to learn more and have an interest in the commercial aerospace, space, and defense sector. Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm, offering services in Advisory, Financing, Sales and Trading, and Research.

Requirements

Accuracy, attention to detail, and a great deal of critical thinking
Strong desire to learn more and have an interest in the commercial aerospace, space, and defense sector
Strong writing, modeling, Excel, and PowerPoint skills
Strong organizational skills
Client service minded
Creative thinker with strong problem-solving skills
Strong communication skills, particularly an ability to write efficiently and concisely
Advanced Excel skills (macros, pivot tables, conditional formatting, shortcuts)
Statistics skills (regression, variance, covariance, and correlations)
Bachelor's Degree or higher from an accredited college or university
Fully licensed with Series 7, 63, 86 & 87 or expected to be completed within the first 12 months

Nice To Haves

Experience in equity research, investment banking, public accounting, or consulting
1-5 years of experience in sell-side research (preferably on an A&D team), on the buy-side, investment banking, public accounting, consulting, or industry experience
Comfortable working 10+ hour workdays and some weekends
Advanced understanding of financial modeling, experience building and maintaining 3-statement models
Excellent written and verbal communication skills
Eager to work in a fast-paced environment both independently and collaboratively
CPA, or CFA
Demonstrated academic ability with a minimum 3.5 GPA
Bloomberg and FactSet skills
Concentration in Finance, Accounting, Math, or Statistics

Responsibilities

Assisting in all aspects of the franchise, including modeling, note writing, data analysis, and helping to create differentiated research analyses
Communicating with clients, management teams, and sales/traders (as responsibilities expand)
Participating in the creative process (as responsibilities expand)
Generate ideas
Work closely and communicate effectively in a time-sensitive environment
Balance multiple priorities and meet deadlines
Work with large data sets in Excel/Access
Source and process information independently
Write industry and company research reports, including all aspects of initiation reports
Use mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting, and basic programming