What are the responsibilities and job description for the Experienced Associate – Investment Banking, Energy position at Guggenheim Partners?
Job Description:
Position Summary
Guggenheim Securities, the Investment Banking division of Guggenheim Partners, is seeking an Associate to join our Houston Energy Investment Banking team to focus on midstream and upstream. The team is a rapidly growing and critically important strategic initiative for Guggenheim Securities. This role has the opportunity to gain exposure across multiple sub-sectors of Energy including energy transition, upstream, midstream and oil services.
Our Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Associates benefit tremendously from the experience and partnership they have with our Senior Managing Directors, Managing Directors, Vice Presidents, and Analysts. We pride ourselves on the dedication we give to our Associates development, which in turn helps assist in supporting and cultivating our growing team of Analysts. We work to constantly assist in developing our Associates marketing, sales, analytical, and communication skills.
In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training—formal and hands-on—as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We believe Associate development is critical to our strategy, and this role is seen as a career-track position.
Essential Job Functions
- 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 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
- Perform financial and valuation analysis using both industry standard and proprietary models
- Analyze and supervise the analysis of current and past accounting and financial records 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
Preferred Qualifications
- 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
- Sell-side advisory experience is a plus
Basic Qualifications
- Requires minimum of a Bachelor's degree and 3 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
- Core modeling and valuation experience in professional setting
- 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 Houston office at least 4 days per week.
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.
Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
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