Experienced Vice President - Investment Banking, Industrials
At a glance
VP-level Investment & Corporate Development role at Guggenheim Securities. New York · full-time · $250,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Oversee financial and accounting work, then use it to assess M&A and financing opportunities
- Run daily execution across advisory and financing deals, coordinating the work through each transaction stage
- Build and review valuation models, company and industry research, and analyses of market trends and public-company finances
- Turn forecasts, business plans, and research into client presentations, while reviewing transaction and marketing documents
- Advise core-account clients with senior coverage officers, develop relationships, and bring forward advisory or capital-markets ideas
What you bring
- A bachelor’s degree and at least seven years of professional experience
- At least four years in investment banking or comparable M&A work
- SIE, Series 79, and Series 63 credentials, to be completed within 150 days of starting
Who this fits
This role suits an experienced investment banker ready to lead deal execution, advise senior clients, and coach junior teammates. You’ll work from the New York office at least four days each week.
From the employer
Job Description:
Position Summary
The Global Industrials Group is rapidly growing and one of the largest and most important industry groups at Guggenheim Securities. Our Vice Presidents play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Vice Presidents benefit tremendously from the experience and partnership they have with our Senior Managing Directors and Managing Directors. We pride ourselves on the dedication we give to our Vice Presidents’ development, which in turn helps assist in supporting and cultivating our growing team of junior bankers. We continually assist in developing our Vice Presidents’ managerial, marketing, sales, analytical, presentation and communication skills.
Essential Job Functions
- Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities
- Lead day-to-day project management and oversee execution on a range of advisory and financing transactions
- Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials in order to identify potential client solutions and new market opportunities
- Conduct and review product, economic, company and industry research and analysis
- Develop and monitor the development of complex financial models for a broad range of corporate finance alternatives
- Perform financial and valuation analysis using both industry standard and proprietary models and accurately reflecting differences between various accounting standard
- Analyze and supervise the analysis of current and past accounting and financial records in order to advise management through financial projections preparation; preparing, reviewing and participating in client presentations
- Integrate strategy ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders
- Conduct due diligence investigations of client companies to ascertain the soundness of their current and forecasted financial situation; leading the financing structuring
- Underwrite transaction evaluation, preparation, due diligence and execution of transactions; and managing the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation.
- Help lead deal pitches including idea generation
- Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers
- Build and develop relationships with clients through ongoing engagement and demonstration of financial knowledge
- Generate potential ideas and new business opportunities to clients to help solve problems whether using advisory or capital market solutions
Preferred Qualifications
- Ability to work as a team interfacing with top company executives and senior management
- Highly organized project captain capable of managing high velocity processes
- Effective communicator – verbal, written, and virtual
- Agile leader that can exercise sound judgment under pressure
- Curious and resourceful business person with strong understanding of accounting and finance
- Mature teammate with the ability to develop relationships with senior-level colleagues and clients
- Teaching orientation with strong desire to mentor and train junior teammates – ability to be player-coach as needed
- Excellent analytical skills and attention to detail
- Sell-side advisory experience is a plus
Basic Qualifications
- Minimum of a Bachelor’s degree required
- 7+ years of professional experience
- 4+ years of prior investment banking or equivalent M&A experience
- SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment
Work Location
- Currently, this role is expected to be in the New York office at least 4 days per week.
Salary
- Annual base salary of $250,000.
- The base salary represents the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
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.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. 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.