Experienced Associate – Investment Banking (Global Services, Chicago)

Guggenheim Partners•Chicago, IL

About The Position

Guggenheim Securities Position Summary Guggenheim Securities ("GS") is seeking experienced Associates to join our Investment Banking Global Services team in Chicago. The Associate will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with a strong emphasis on sell-side advisory engagements. The team focuses on high growth segments of the market. Associates will have the opportunity work across our sell-side M&A team, including with colleagues in Atlanta, Boston, London, and New York. Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic 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. We aspire to continuously refresh and cultivate a culture of Innovation, Diversity, and Inclusion. In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training—formal and hands-on—as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We believe junior talent development is critical to our strategy and this role is seen as a career-track position.

Requirements

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

Nice To Haves

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
Desire to join a rapidly growing, entrepreneurial platform
Demonstrable proficiency with Microsoft Excel, PowerPoint and Outlook

Responsibilities

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
Additional responsibilities as requested