Guggenheim Services, LLC

Investment Banking Associate - Technology Menlo Park

Job Locations US-CA-Menlo Park
Posted Date 7 months ago(5/12/2023 10:58 AM)
Job Category
Investment Banking Jobs
Position Type

Position Summary

The Technology team is a rapidly growing and critically important strategic initiative for Guggenheim Securities (“GS”). The Menlo Park-based team is a key part of Guggenheim's TMT practice and leads the coverage and execution of transactions for technology companies. Guggenheim is seeking an Experienced Associate (1+ year of investment banking experience at the Associate level) to work as a key part of lean deal teams on M&A and other strategic assignments providing immediate and meaningful exposure to senior bankers and senior client executives. Our Associates are expected to play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. We offer 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 an unstructured environment where initiative creativity maturity and enthusiasm for learning are highly valued.

Essential Job Functions

  • 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
  • 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/service, economic, company and industry research and analysis
  • Analyze and supervise the analysis of current and past accounting and financial records in order to advise clients through financial projections preparation; prepare, review and participate in client presentations
  • Integrate strategic ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders
  • Conduct due diligence investigations of companies to ascertain the soundness of their current and forecasted financial situation
  • Underwrite transaction evaluation, preparation, due diligence and execution of transactions; and lead the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation
  • Help prepare and contribute to deal pitches including idea generation and identify, research, and analyze M&A and financing opportunities
  • 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
  • Manage and develop junior staff

Preferred Qualifications

  • IB Analyst to Associate promotes or MBA hires with 1-2 years of relevant experience
  • Experience in the technology industry is preferred, but not required
  • 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 perform under pressure and tight deadlines
  • Comfortable reading and interpreting financial statements
  • Excellent analytical skills and attention to detail
  • Strong written and oral communication skills
  • Interest in developing a career in Technology Investment Banking

Basic Qualifications

  • Bachelor's degree
  • Core modeling and valuation experience in professional setting

Salary Details

  • Annual base salary between $175,000 and $225,000.
  • 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 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.
  • Currently, this role is expected to be in the Menlo Park office at least 4 days per week.

About Us

Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients.

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. Learn more at, and follow us on LinkedIn and Twitter @GuggenheimPtnrs.


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