Performance Services Associate

Guggenheim Investments • Chicago, IL

1d • $95,000 - $100,000 • Onsite

About The Position

Guggenheim is seeking an organized and detail-oriented candidate to join its Performance and Attribution Team. This person will be part of Guggenheim Investments middle office responsible for investment performance reporting processes for diverse portfolio strategies including fixed income, equity, and derivative assets. They will also provide investment performance analysis and support to Portfolio Management, Marketing, Distribution as well as internal consultants and other business partners. We seek a candidate who is very self-motivated, able to think critically to solve problems, understand and articulate the drivers of performance internally and externally. Hands-on experience with investment performance systems (Bi-Sam B-One, PORT, Aladdin Explore, Eagle, Factset PA, etc) and knowledge of a wide range of asset classes across credit and equity is a plus. The role requires a detailed individual who thrives in a deadline driven environment, team-oriented and collaborative to deliver on work projects, and can work cross-functionally as the needs of the team change. 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.

Requirements

• Bachelor’s degree required
• 2+ years of investment performance and/or investment accounting experience preferred
• Advanced Excel skills are required
• Ability to operate in a deadline driven environment while still maintaining a strict attention to detail and accuracy, 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
• Excellent time management skills

Nice To Haves

• Pursuing CFA and/or CIPM designation preferred
• Sound understanding of fixed income securities is a plus
• Knowledge of GIPS standards and procedures is a plus
• Middle office or accounting/finance experience preferred
• Familiarity with Python, Excel VBA or other programming languages is a plus

Responsibilities

• Calculate/compile performance and characteristics information required to populate consultant marketing databases and client reporting
• Prepare and compile data for marketing presentations and requests for proposals (RFPs) in support of the Distribution and Marketing teams
• Contribute to the resolution of upstream issues associated with performance returns by working closely with peers and other members of Operations
• Prepare and analyze daily performance reports for senior management
• Work closely with other members of Operations to resolve upstream issues associated with performance returns
• Respond to internal/external ad hoc requests
• Produce composite reporting based on the requirements and recommendations of the Global Investment Performance Standards GIPS®

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level