Guggenheim Securities · 15 hours ago
Equity Research VP – IT, Payments and Business Information Services
New York, NY
Full-time
Onsite
Mid, Senior Level
$179K/yr - $195K/yr
6+ years expGuggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. They are seeking a Vice President for Equity Research focused on IT, Payments, and Business Information Services, responsible for conducting quantitative analyses, fundamental research, and generating actionable investment ideas.
Financial Services
Responsibilities
Conduct quantitative analyses of information involving financial data of public institutions, including valuation of businesses
Conduct fundamental bottom-up research, including but not limited to, analyzing disclosures and financial reports of public companies, and conducting due diligence on companies’ products, sales and marketing models, and competitive landscape
Aggregate and synthesize data on IT Services, Payments and Business Information Services industry trends
Actively monitor market news, macro trends, and stock performance of covered companies
Regularly draft reports recapping companies’ earnings results, relevant investment themes, events, and breaking news
Build and maintain detailed financial models, including discounted cash flow, SOTP, and comparable company analysis models
Interact with the Firm’s institutional sales force and investor clients and respond to inquiries regarding research findings and directives
Regularly update analyst marketing decks
Periodically assist with survey design and collection, web-scraping, due diligence calls, and channel checks
Attend industry events, represent the Firm in a professional manner, and recap event highlights in timely fashion
Assist with investor outreach, research distribution lists, occasional firm-hosted events, and contribute to collectively managed team calendar
Collate differentiated data points through primary research (e.g., with industry experts)
Generate actionable investment ideas within relevant covered sectors
Cultivate and maintain relationships with investor clients and corporate management teams
Qualification
Required
Bachelor's in Business Administration, Accounting, or a related field
Six (6) years of experience as an Equity Research VP or a related investment banking occupation with a specific focus on equity research in the IT, payments, or business information services sector
Six (6) years working with large data sets and reporting by leveraging statistics and advanced analytics platforms (Tableau, PowerBI, or Alteryx) to generate insights
Six (6) years utilizing Microsoft Excel, PowerPoint, Word, FactSet, and Bloomberg
Five (5) years modeling companies using GAAP, adjusted or IFRS regulatory accounting figures to produce multi-year financial forecasts, including quarterly cash flows, balance sheets, and income statements
Five (5) years performing due diligence on companies, including generating and managing financial and operational diligence requests, leading site visits of company premises and operations, discussing diligence questions with management and employees, and performing detailed analysis of financial and regulatory information
Three (3) years researching and analyzing operating subsidiary and parent holding companies' overall situations, financial performance, capital structure, credit strength, and liquidity conditions by using databases including Bloomberg and FactSet
Securities Industry Essentials (SIE)
Series 63 (Uniform Securities Agent State Law Examination)
Series 86 (Research Analyst)
Series 87 (Research Analyst)
Company
Guggenheim Securities
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners. It is a sub-organization of Guggenheim Partners.
1001-5000 employees
H1B Sponsorship
Guggenheim Securities has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (10)
2023 (10)
2022 (13)
2021 (18)
2020 (13)
Funding
Current Stage
Late StageLeadership Team
Mark Van Lith
Chief Executive Officer
Recent News
2026-01-07
2025-12-17
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