Experienced Vice President – Investment Banking, Healthcare Services
Position Summary
Guggenheim Securities (“GS”) is seeking an experienced Vice President to join its Healthcare Services team in New York. The Healthcare Services Group at Guggenheim Securities is a rapidly growing and critically important strategic initiative for the firm.
About the Role
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.
Essential Job Functions
- Lead day-to-day project management and oversee execution on a range of advisory and financing transactions
- Drive long-term client relationship development through effective dialogue with client leadership teams
- Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities
- Lead client meetings and drafting sessions
- Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities
- Maintain working knowledge of multiple client sectors, monitor key industry drivers, and assemble insights to support and enhance advisory services and new business development initiatives
- Identify improvements to processes and propose solutions to complete group tasks more efficiently
- Demonstrate understanding of macro factors related to client sectors and investment banking and potential implications
- Act as lead “on the job” trainer for Associates and Analysts, articulating roles and objectives for junior team members and providing constructive feedback
- Act as financial and strategic advisor for clients of core accounts in conjunction with senior bankers
- Ensure all activity is compliant with Guggenheim Securities’ applicable rules, regulations, policies, and procedures
- 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
- Generate potential ideas and new business opportunities to clients to help solve problems whether using advisory or capital market solutions
- Share relevant deal/client context with the junior team and provide motivation and guidance for the team
Preferred Qualifications
- Significant level of maturity and the 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.
Pay
Annual base salary of $250,000. The base salary represents the anticipated base for this position. Actual base salaries may vary depending on factors such as location and experience.
Schedule
N/A
Benefits
N/A