Investment Banking Associate / Vice President – Consumer, Retail and Restaurant

About the role

Guggenheim Securities (“GS”) is seeking experienced Vice Presidents and Associates to join its Consumer, Retail & Restaurant Investment Banking Group in New York. The Consumer, Retail, and Restaurant Group at Guggenheim Securities is one of the leading practices on Wall Street with significant opportunities to continue growing the group.

Responsibilities

• Lead day-to-day project management and oversee execution on a range of advisory and financing transactions
• Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities
• 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
• Develop and monitor the development of complex financial models for a broad range of corporate finance alternatives
• Analyze and supervise the analysis of current and past accounting and financial records in order to advise management through financial projections preparation
• 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 business model and forecasts
• 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 and industry knowledge
• Generate potential ideas and new business opportunities to clients to help solve problems
• Share relevant deal/client context with the junior team and provide motivation and guidance for the team

Qualifications

• Significant level of maturity and the ability to work as a team interfacing 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
• 4 - 7+ years of investment banking experience OR MBA degree and 3+ years of investment banking or equivalent experience in either a coverage group or relevant product group (Consumer / Retail exposure preferred)
• SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment