Position Summary
Guggenheim Investments is seeking an organized and detail-oriented candidate to join its Performance and Attribution Team. This person will be part of the middle office responsible for performance reporting processes for diverse portfolio strategies. They will also provide investment performance analysis and cross functional support to Portfolio Management, Marketing, Distribution as well as internal consultants and other business partners. This person will get exposure to a wide variety of asset classes including fixed income, equity, derivatives in public and private markets.
We seek a candidate who is very self-motivated and able to think critically to solve problems. The role requires a detailed individual who thrives in a deadline driven environment and is team-oriented and collaborative to deliver on work projects. Excellent communications skills are required as this candidate will be interacting with various departments and levels of management throughout the Firm.
The position is located in the Chicago office.
Essential Job Functions
- Provide investment performance reporting for clients, portfolio management, distribution, portfolio construction and other business partners across Guggenheim Investments
- Calculate and compile investment performance and risk statistics required for consultants, Distribution, and client reports
- Review all reports for reasonability. Become comfortable digging into security level returns and troubleshoot any large outliers, and explain the drivers of performance to portfolio managers and/or clients service representatives
- Prepare and analyze daily performance reports for portfolios containing diverse asset classes for senior management
- Work closely with other members of Operations to create efficiencies, improvements and resolve upstream issues associated with performance returns
- Reconcile data between the accounting and performance systems to ensure completeness
- Respond to internal/external ad hoc requests
Preferred Qualifications
- Pursuing CFA and/or CIPM designation preferred
- Sound understanding of fixed income securities desired
- Middle office or accounting/finance experience preferred
- Advanced Excel skills required
- Knowledge of GIPS standards and procedures is a plus
- Familiarity with FactSet, BI-SAM/B-One, or other performance measurement tools is a plus
- Excellent time management skills
- Ability to operate in a deadline driven environment while still maintaining a strict attention to detail and ability to prioritize issues appropriately
- Demonstrate an ability to take initiative and critically analyze processes and procedures in a push toward constant improvement
- Must be hands-on and be willing to roll up their sleeves to perform any and all responsibilities needed to ensure success
- Familiarity with Python or other programming languages is a plus
Basic Qualifications
- Bachelor’s degree required
- 3+ years of investment performance and/or investment accounting experience preferred
Salary Details
Actual base salaries may vary depending on factors such as location and experience.
Currently, this role is expected to be in the Chicago office at least 4 days per week.
About Us
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with expertise in fixed income, equity, and alternative strategies. We focus on the return and risk needs of our diverse client base that includes insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high net worth investors.
#GuggenheimInvestments 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 GuggenheimInvestments.com and follow us on LinkedIn.
