Guggenheim Services, LLC

Equity Research Associate - Diagnostics & Life Science Tools

Job Locations US-MA-Boston
Posted Date 1 month ago(8/24/2023 4:14 PM)
Job Category
Equities Sales, Trading & Research Jobs
Position Type

Position Summary

The Associate will be responsible for assisting in all aspects of the franchise, including modeling, note writing, and helping to create differentiated research analyses. As the Associate develops, responsibilities will expand to include communicating with clients and sales/traders and participating in the creative process. The role requires accuracy, attention to detail, and a great deal of critical thinking. Strong writing, modeling, Excel, and PowerPoint skills are required. Experience in equity research, investment banking, public accounting, or consulting is preferred.


Boston office preferred.

Essential Job Functions

  • Demonstrated ability to generate ideas: work closely and communicate effectively in a time-sensitive environment, ability to balance multiple priorities and meet deadlines, strong organizational skills, client service minded, and strong writing skills.
  • Creative thinker with strong problem-solving skills: working with large data sets in Excel/Access, and ability to source and process information independently
  • Strong communication skills: particularly an ability to write efficiently and concisely
  • Technical skills: Bloomberg and FactSet skills helpful, advanced Excel (macros, pivot tables, conditional formatting, shortcuts), and statistics (regression, variance, covariance, and correlations)
  • Use mastery of Excel functions: shortcuts, developing complex logic formulas, mastery of reference formulas, ability to integrate graphics/data tables, formatting, and basic programming.

Preferred Qualifications

  • 1-3 years of experience in sell-side research (preferably on a MedTech/ LS Tools & Dx team), on the buy-side, investment banking, public accounting, consulting, or industry experience preferred
  • Comfortable working 10+ hour workdays and some weekends
  • Advanced understanding of financial modeling, experience building and maintaining 3-statement models
  • Excellent written and verbal communication skills
  • Eager to work in a fast-paced environment both independently and collaboratively
  • MBA, CPA, or CFA a plus
  • Demonstrated academic ability with a minimum 3.5 GPA

Basic Qualifications

  • Bachelor's Degree or higher from an accredited college or university, concentration in Finance, Accounting, Math, or Statistics preferred
  • Fully licensed with Series 7, 63, 86 & 87 preferred or expected to be completed within the first 12 months

Salary Details

  • Annual base salary between $100,000 and $130,000.
  • 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 ­­­­Boston 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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