Experienced Associate – Investment Banking, Financial Institutions Group (FIG)
Guggenheim Partners · NY, US
10 days agoImpress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Experienced Associate – Investment Banking, Financial Institutions Group (FIG) role.
Rezi rewrites your resume against Guggenheim Partners's job description. Free.

Tailor your resume to this Experienced Associate – Investment Banking, Financial Institutions Group (FIG) role.
Rezi rewrites your resume against Guggenheim Partners's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Experienced Associate – Investment Banking, Financial Institutions Group (FIG) posting at Guggenheim Partners — free, in seconds.

Don't guess if your resume is good enough.
See how it scores against the Experienced Associate – Investment Banking, Financial Institutions Group (FIG) posting at Guggenheim Partners — free, in seconds.
About the Role
The Financial Institutions Group provides coverage across Banks, Specialty Finance, FinTech, and Insurance. Associates play an integral role in evolving and enhancing client relationships and are active participants throughout the life of a transaction. This role offers an unparalleled opportunity to work on major strategic and financing assignments with meaningful exposure to senior bankers and client representatives.
Responsibilities
- Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities.
- Help prepare and contribute to deal pitches, including idea generation and identifying, researching, and analyzing M&A and financing opportunities.
- Integrate strategic ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders.
- Analyze, structure, and execute transactions on behalf of corporate clients with a focus on Financial Institutions.
- Lead day-to-day project management and execution on a broad range 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 transactions, including M&A and equity and debt financings.
- Perform due-diligence on Financial Institution companies, including generating and managing financial and operational diligence requests, discussing diligence requests with management and employees, and performing detailed analyses on private financial information.
- Manage deal execution, including preparation of marketing materials, teasers, confidential information memorandums; conducting due diligence processes; and drafting non-disclosure agreements and other legal documents with lawyers and potential buyers.
- Present to clients on topics such as strategic alternatives, industry updates, capital markets activities, and corporate governance issues.
- Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge.
- Employ databases including Bloomberg, Thomson Eikon, SNL, and FactSet to perform comparable company and precedent transactions analyses.
- Mentor and guide junior staff across multiple projects at one time.
Requirements
- IB Analyst promotes to Associate or MBA hires with 1-2 years of relevant investment banking experience.
- Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management.
- Highly organized, with the 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.
- Requires a minimum of a Bachelor's degree.
- Core modeling and valuation experience in a professional setting.
Skills
- Financial modeling
- Valuation
- M&A analysis
- Financing analysis
- Due diligence
- Financial analysis
- Market trend analysis
- Competitive landscape analysis
- Bloomberg
- Thomson Eikon
- SNL
- FactSet
- Project management
- Client relationship building
- Presentation skills
- Written communication
- Oral communication
Location
- New York
Work Type
- Hybrid
Experience Level
- Associate
- 1-2 years of relevant investment banking experience
Education Level
- Bachelor's degree
- MBA
Salary/Compensations
- $175,000 - $225,000
About the Company
- Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm.
- Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research.
- Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
Equal Opportunity
- GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.