Experienced Vice President – Investment Banking, Financial Institutions Group (FIG)

Guggenheim Partners•New York, NY

1d•$250,000 - $275,000•Hybrid

About The Position

The Financial Institutions Group (FIG) at Guggenheim Securities is a growing strategic initiative based in New York, covering Banks, Specialty Finance, FinTech, and Insurance. Vice Presidents help evolve and enhance client relationships and participate throughout transactions and beyond, working closely with Senior Managing Directors and Managing Directors. The role offers the opportunity to work on small client teams on major strategic and financing assignments, with exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in a dynamic environment that values initiative, creativity, maturity, and enthusiasm for learning. The role analyzes and executes advisory and financing transactions for financial institution clients. It includes leading day-to-day project management, developing and reviewing financial analyses, conducting due diligence, preparing client and transaction materials, presenting to senior client executives, and developing client relationships. The position is expected to be based in the New York office at least four days per week.

Requirements

Minimum of a bachelor's degree.
Core modeling and valuation experience in a professional setting.
6–9 years of relevant investment banking experience.
Significant maturity and ability to work as part of a team while interfacing with top company executives and senior management.
Highly organized, with initiative and ability to work with limited supervision.
Excellent analytical skills and attention to detail.
Strong written and oral communication skills.
Effective process management abilities.

Responsibilities

Analyze and manage analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and market opportunities.
Help prepare deal pitches, generate ideas, and identify, research, and analyze M&A and financing opportunities.
Integrate strategic ideas from analyses, forecasts, business plans, and research into presentations for stakeholders.
Analyze, structure, and execute transactions for corporate clients, with a focus on Banks, Specialty Finance, FinTech, and Insurance companies.
Lead day-to-day project management and execution of advisory and financing transactions, including developing and overseeing detailed financial and accounting analyses.
Perform and review pro forma transaction-impact analyses for potential and live M&A transactions and equity and debt financings.
Conduct due diligence on financial institution companies, including generating and managing financial and operational diligence requests, discussing requests with management and employees, and analyzing private financial information.
Manage deal execution, including preparing marketing materials, teasers, and confidential information memorandums; conducting due diligence; and drafting non-disclosure agreements and other legal documents with lawyers and potential buyers.
Present to clients, including top executives, on strategic alternatives, industry updates, capital markets activities, and corporate governance issues.
Build and develop client relationships through ongoing engagement and demonstration of financial and industry knowledge.
Use Bloomberg, Thomson Eikon, SNL, and FactSet to perform comparable-company and precedent-transaction analyses.
Mentor and guide junior staff across multiple projects.