Guggenheim Services, LLC

2023 Guggenheim Securities Investment Banking Associate (Menlo Park, TMT)

Job Locations US-CA-Menlo Park
Posted Date 1 week ago(5/23/2023 10:02 AM)
Job Category
Investment Banking Jobs
Position Type

Position Summary

We are seeking exceptional Associates to join our Investment Banking Technology, Media and Telecom (TMT) team in Menlo Park.  The TMT team advises clients in the technology, media and telecom sectors on various financial transactions, including mergers and acquisitions, equity/equity-linked and debt financings, joint ventures, restructurings, and financial investments. Key sub-sectors covered in the Menlo Park office include Security Software, Infrastructure Software, Data and Analytics, Application Software, Vertical Software, Enterprise Infrastructure and Systems. The team is a rapidly growing and critically important strategic initiative for Guggenheim Securities.  Associates will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with a strong emphasis on sell-side advisory engagements.

Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic 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.

We aspire to continuously refresh and cultivate a culture of innovation, diversity, and inclusion. 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 junior talent development is critical to our strategy and this role is seen as a career-track position.

We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start the next phase of their career through hands-on training and experience at a growing firm.

Essential Job Functions

  • Managing and assisting in the execution of corporate finance transactions
  • Developing and maintaining complex financial models
  • Completing and reviewing valuation analysis
  • Researching company information and industry trends
  • Performing client due diligence
  • Preparing information memoranda and other transaction-related documentation
  • Preparing and contributing to delivery of client presentations and interacting with senior bankers, clients, lawyers, and accountants
  • Managing and developing junior staff qualifications

Preferred Qualifications

  • Commitment to meet the demands of high volume and high-end client services
  • Effective communicator – distinguished written and oral communications skills
  • Must have a combination of strong quantitative/analytical skills, attention to detail and client focus
  • Strong interest in problem solving and client services
  • Resourcefulness, intellectual curiosity, enthusiasm, and a genuine interest in finance
  • Desire to join a rapidly growing, entrepreneurial platform
  • Demonstrable experience with Microsoft Excel, PowerPoint, and Outlook
  • Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management
  • Highly organized, with the initiative and ability to multitask and work with limited supervision on a team

Basic Qualifications

  • Must have graduated with a Masters degree in December 2022 or Spring 2023

Salary Details

  • A salary based on an annual rate of $175,000 per year.
  • The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

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.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed