Position Summary

The Investment Analyst position is a full-time position for current undergraduate students who anticipate graduation by June 2024.

Candidates should be top performers who are willing to work hard in an entrepreneurial environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. This position begins July 2024.

Guggenheim Investments is seeking a candidate that is interested in joining the Macroeconomic Research team.

Essential Job Functions

Specific Responsibilities Vary by Team, but Include:

• Identify and evaluate securities for potential investment or sale
• Develop competency in various fixed income and equity concepts and products
• Research current market themes and credit trends within sectors and maintain relevant statistical data as necessary
• Prepare credit memoranda on potential purchases and existing investments
• Effectively communicate with investment professionals across Guggenheim Partners’ various investment groups
• Perform due diligence on Investment issuers and managers via third party research, meetings, and conference participation, which may require occasional domestic travel
• Build applications to meet the risk management and portfolio construction needs of the broader organization
• Interact with marketing, investor relations, client valuation teams and trade settlement groups
• Prepare timely and accurate periodic and ad-hoc exposure and performance reports for management
• Progress toward CFA charter is required. Successful candidates should complete CFA Level 1 within 18 months of their start date.

Preferred Qualifications

• Excellent analytical skills and attention to detail
• Excellent written and oral communication skills
• Demonstrated ability to succeed with limited supervision
• Record of success as part of a team or group effort
• Must be able to operate in a stressful, deadline driven environment while still maintaining a strict attention to detail and ability to prioritize issues appropriately
• Understanding of accounting via basic coursework or experience
• Strong technical skills

Basic Qualifications

• Expected undergraduate graduation date of May - June 2024
• Proficient in Microsoft Excel and PowerPoint. Bloomberg or programming experience a plus
• Limited travel may be required

Salary Details

The annual base salary for this role is between $100,000 to $105,000. 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

Guggenheim Partners is a global investment and advisory firm with more than $320 billion in assets under management.* We have a track record of delivering results through innovative solutions across our two primary businesses of investment management and investment banking.

Our Heritage

Our history stems from Guggenheim Brothers, the Guggenheim family business dating back to the late 1800s. Guggenheim Partners began with the mission of creating exceptional value for our clients by applying the principles that made the Guggenheim family one of the most successful innovators, investors, and business managers in American history. These principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise.

Investing involves risk, including the possible loss of principal.

Assets under management are as of 3.31.2024 and include consulting services for clients whose assets are valued at approximately $92bn.