Entry Level Investment Solutions Representative Jobs
New grad investment solutions representative jobs are open to recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or client-facing coursework can matter more than a long resume. Most openings are on-site roles across Investment & Asset Management, Banking & Financial Services, and Fintech, with employers like JPMorganChase, Truist, and Alantra hiring at this level now.
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Showing 5 of 166+ Entry Level Investment Solutions Representative jobs
Position Summary
Guggenheim Securities (“GS”) is seeking an exceptional Analyst to join its Infrastructure Investment Banking group located in New York.
Analysts will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives.
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.
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. Candidates must be focused on earning a promotion to Associate upon completion of the Analyst program and becoming a top performer with the intention of developing a long-term banking career.
Essential Job Functions
- Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
- Assist in the design and development of complex financial models and valuation analysis
- Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks
- Perform client due diligence, prepare information memoranda and other transaction-related documentation
- Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm
- Conduct competitive research, including identifying sector and industry trends
- Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership
Preferred Qualifications
- 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 work with limited supervision
- Excellent analytical skills and attention to detail
- Strong written and oral communication skills
- Effective process management abilities
Basic Qualifications
- Requires a minimum of a Bachelor's degree
- Core modeling and valuation experience in professional setting
- SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment
Work Location
- Currently, this role is expected to be in the New York office at least 4 days per week.
Salary
- Annual base salary of $110,000.
- The base salary 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.
About us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
Position Summary
Guggenheim Securities (“GS”) is seeking an exceptional Analyst to join its Infrastructure Investment Banking group located in New York.
Analysts will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives.
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.
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. Candidates must be focused on earning a promotion to Associate upon completion of the Analyst program and becoming a top performer with the intention of developing a long-term banking career.
Essential Job Functions
- Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
- Assist in the design and development of complex financial models and valuation analysis
- Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks
- Perform client due diligence, prepare information memoranda and other transaction-related documentation
- Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm
- Conduct competitive research, including identifying sector and industry trends
- Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership
Preferred Qualifications
- 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 work with limited supervision
- Excellent analytical skills and attention to detail
- Strong written and oral communication skills
- Effective process management abilities
Basic Qualifications
- Requires a minimum of a Bachelor's degree
- Core modeling and valuation experience in professional setting
- SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment
Work Location
- Currently, this role is expected to be in the New York office at least 4 days per week.
Salary
- Annual base salary of $110,000.
- The base salary 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.
About us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
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Find JobsEntry Level Investment Solutions Representative Job Market
Who's Hiring
- JPMorganChase75
- Truist7
- Alantra5
- Northwestern Mutual5
- MUFG4
Top Industries Hiring
- Investment & Asset Management93
- Banking & Financial Services85
- Fintech51
- Insurance6
- Law & Legal Services4
Entry Level Investment Solutions Representative Jobs: Frequently Asked Questions
How do I get an entry level investment solutions representative job?
Start by building familiarity with investment products, financial planning basics, and client service skills, since entry level employers value communication ability and a genuine interest in finance over years of experience. Internships at banks, brokerages, or wealth management firms give you a real edge. Certifications like the SIE exam signal commitment and are increasingly common among competitive candidates at this stage.
Which companies hire entry level investment solutions representatives?
Companies hiring entry level investment solutions representatives right now include JPMorganChase, Truist, and Alantra, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes from a wide range of employers, including national banks, regional credit unions, independent broker-dealers, and insurance-affiliated financial services firms that run structured entry level development programs.
Are there remote entry level investment solutions representative jobs?
Yes, though most openings at this level are still on-site or hybrid. About 15% of entry level investment solutions representative openings are remote or hybrid as of November 2026, reflecting employer preference for in-person client interaction and mentorship during early career development. Remote roles do exist, often in phone-based or digital advisory capacities.
Are these new grad investment solutions representative jobs?
Yes, many of these postings are new grad and junior roles designed for recent graduates and candidates early in their careers. A new grad friendly posting typically welcomes zero to two years of experience and counts internships, part-time client service work, or a relevant coursework portfolio toward the requirement. Look for language like "training provided" or "no prior financial sales experience required" as strong signals.
Which industries hire the most entry level investment solutions representatives?
Entry Level investment solutions representative roles concentrate in Investment & Asset Management, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent hiring at the entry level because they rely on large client-facing workforces and regularly backfill roles through new graduate and junior candidate pipelines.