Experienced Vice President – Investment Banking, Financial Institutions Group/FIG

3 weeks ago

Boston, United States Guggenheim Partners Full time

Guggenheim Partners is seeking an Experienced Vice President for its Investment Banking Financial Institutions Group in New York. The role involves analyzing market trends, preparing deal pitches, and executing transactions for clients in sectors like banks, fintech, and insurance. Responsibilities include project management, conducting due diligence, and presenting to clients. Candidates should be top performers with strong analytical skills, creativity, and a willingness to collaborate closely with senior bankers in a dynamic environment.


Position: Experienced Vice President – Investment Banking, Financial Institutions Group (FIG)

The Financial Institutions Group based in New York is a growing and critically important strategic initiative for Guggenheim Securities (“GS”). We provide coverage across various sub-verticals including Banks, Specialty Finance, Fin Tech, and Insurance.


Our Associates and 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 Associates and Vice Presidents benefit tremendously from the experience and partnership they have with our Senior Managing Directors and Managing Directors.


GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.


Essential Job Functions
  1. 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.
  2. Help prepare and contribute to deal pitches including idea generation and identify, research, and analyze M&A and financing opportunities.
  3. Integrate strategic ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders.
  4. Analyze, structure and execute transactions on behalf of corporate clients with a focus on Financial Institutions, including Banks, Specialty Finance (consumer and commercial), Fin Tech, and Insurance companies.
  5. 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.
  6. Perform and review pro forma transaction impact analyses for potential and live transactions including M&A and equity and debt financings.
  7. 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.
  8. Manage deal execution, including preparation of marketing materials, teasers, confidential information memorandums; conducting due diligence processes; drafting non-disclosure agreements and other legal documents with lawyers and potential buyers.
  9. Present to clients, including top executives, on topics such as strategic alternatives, industry updates, capital markets activities, and corporate governance issues.
  10. Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge.
  11. Employ databases including Bloomberg, Thomson Eikon, SNL, and Fact Set to perform comparable company and precedent transactions analyses.
  12. Mentor and guide junior staff across multiple projects at one time.

Preferred Qualifications
  1. 5 - 8 years of relevant investment banking experience.
  2. Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management.
  3. Highly organized, with the initiative and ability to work with limited supervision.
  4. Excellent analytical skills and attention to detail.
  5. Strong written and oral communication skills.
  6. Effective process management abilities.

Basic Qualifications
  1. Requires a minimum of a Bachelor's degree.
  2. Core modeling and valuation experience in a professional setting.

Work Location

Currently, this role is expected to be in the New York office at least 4 days per week.


Salary

Annual base salary between $175,000 and $275,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on...

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