Full-Time
Sales Associate
Confirmed live in the last 24 hours
Guggenheim
1,001-5,000 employees
Invests in late-stage growth companies
No salary listed
Mid
Company Does Not Provide H1B Sponsorship
Chicago, IL, USA
- College degree
- Enhanced problem-solving abilities, analytical abilities, and familiarity with investment strategies and concepts
- Excellent oral, written and interpersonal communications skills
- Informed and conversant across a broad range of topics
- Energetic, self-motivated, positive attitude, goal-oriented
- Initiate sales calls to identify new sales opportunities; provide financial intermediaries with sales ideas; product information, performance data
- Respond to incoming calls/questions/requests from financial intermediaries in a timely and accurate manner
- Partner with external wholesalers to provide scheduling and sales support; execute on territory plan to ensure achievement of assigned sales goal
- Follow-up on external wholesaler appointments, conference leads and referrals of qualified representatives
- Maintain activity and profile data in the CRM
- Assist financial intermediary in analyzing client portfolios to help recommend appropriate investment strategies, including running product hypotheticals and performance comparisons
- Keep current and adhere to compliance and regulatory policies specific to licensing requirements, continuing education and firm-mandated training (license requirements FINRA 7, 63)
- Responsible for keeping current on company’s products, initiatives and marketing campaigns
- Bachelor’s Degree (preferably in Finance or Business)
- MBA, CIMA, CPWM, CAIA or CFA preferred
- Minimum 2 years of experience within a financial brokerage or investment management environment in a sales capacity
- Current FINRA Registrations (Series 7, 63, 65, and/or 66)
Guggenheim focuses on investing between $5 million and $10 million in late growth stage and mature stage companies. These companies typically have between 1,001 and 5,000 employees and are located in various regions including the United Arab Emirates, India, Hong Kong, Chicago, New York, Dubai, London, and Mumbai. Guggenheim differentiates itself from competitors by targeting a specific range of company sizes and stages, allowing for a more tailored investment approach. The goal of Guggenheim is to support the growth and development of established companies in key global markets.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$2.1B
Headquarters
Chicago, Illinois
Founded
1999
Simplify's Take
What believers are saying
- Expansion in healthcare investment banking could increase deal flow in the sector.
- Issuing digital commercial paper on Ethereum shows strategic blockchain integration.
- Collaboration with Wokelo enhances M&A efficiency with AI-driven due diligence.
What critics are saying
- AI-driven due diligence competition may impact Guggenheim's investment banking operations.
- Involvement in Azul's bid for Gol exposes Guggenheim to airline industry volatility.
- Issuing digital commercial paper on Ethereum may lead to cryptocurrency-related risks.
What makes Guggenheim unique
- Guggenheim invests in late growth stage companies across multiple global locations.
- The firm integrates blockchain technology in financial operations, enhancing transparency and efficiency.
- Guggenheim collaborates with AI-driven platforms for efficient M&A due diligence.
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Benefits
Performance Bonus
Company News
Mr. Hepper will join Guggenheim with more than two decades of investment banking experience, having most recently served as a Managing Director in the Healthcare & Life Sciences Investment Banking group at Harris Williams, where he led the outsourced pharmaceuticals services practice.
The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.
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