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Guggenheim

Late-growth, mature-stage global investor

Associate – Investment Banking - Industrials

Investment BankingUpdated on Nov 15
Full-timeNew York, NY, USA

About the Job

Requirements

  • Requires a minimum of a bachelor's degree and 3+ years of investment banking experience, or an MBA degree.
  • Requires core modeling and valuation experience in a professional setting.
  • Must acquire the SIE Exam, Series 79, and Series 63 within 150 days of employment.
  • Must have the ability to work effectively with senior executives and management, take initiative, and work with limited supervision.
  • Must have strong analytical skills and attention to detail, effective process management abilities, and strong written and oral communication skills.

Responsibilities

  • Lead day-to-day project management and oversee execution on advisory and financing transactions.
  • Develop and oversee financial and accounting analyses, and help identify, research, and analyze M&A and financing opportunities.
  • Analyze market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities; oversee related analysis.
  • Develop and monitor complex financial models for a broad range of corporate finance alternatives.
  • Perform financial and valuation analysis using industry-standard and proprietary models.
  • Analyze and supervise analysis of current and past accounting and financial records to advise management through preparation of financial projections.
  • Integrate strategy ideas from analyses, forecasts, business plans, and research into presentations for stakeholders.
  • Conduct due diligence investigations of client companies to assess the soundness of their business models and forecasts.
  • Evaluate, prepare, conduct due diligence for, and execute transactions; manage preparation of marketing materials, including teasers, information memoranda, and related transaction documentation.
  • Help lead deal pitches, including idea generation.
  • Act as financial and strategic advisor for core-account clients in conjunction with senior coverage officers.
  • Build and develop client relationships through ongoing engagement and demonstration of financial and industry knowledge.
  • Generate ideas and new business opportunities to help solve client problems.

Desired Qualifications

  • Sell-side advisory experience is a plus.

About the Company

Guggenheim

Late-growth, mature-stage global investor

Guggenheim provides growth capital by investing $5–$10 million in late-stage companies with 1,001–5,000 employees. It targets internationally active firms across markets including the UAE, India, Hong Kong, the UK, and major U.S. and European cities, delivering a single mid-to-large investment per deal to support expansion, with possible follow-on support. The firm focuses on a narrow band of growth-stage companies, rather than startups or very large enterprises, to balance risk and growth potential. Its goal is to help growing companies scale operations and market presence while aiming for attractive returns for its investors.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$1.8B
Headquarters
Chicago, IL
Founded
1999

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