Investment Analyst (Buy Side)

Position Summary

The Investment Analyst position is a full-time position for current undergraduate students who anticipate graduation by the Summer of 2023. 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 Summer 2023.

Essential Job Functions

• Perform due diligence on Investment issuers and managers via third party research, meetings and conference participation, which may require occasional domestic travel
• Identify and evaluate securities for potential investment or sale
• Progress toward CFA charter is required by some teams. Successful candidates should demonstrate progress toward CFA within 18 months of hire
• Prepare timely and accurate periodic and ad-hoc exposure and performance reports for management
• Effectively communicate with investment professionals across Guggenheim Partners’ various investment groups
• Build applications to meet the risk management and portfolio construction needs of the broader organization
• 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
• Interact with marketing, investor relations, client valuation teams and trade settlement groups
• Develop competency in various fixed income and equity concepts and products

Preferred Qualifications

• 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
• Record of success as part of a team or group effort
• Strong technical skills
• Demonstrated ability to succeed with limited supervision
• Understanding of accounting via basic coursework or experience
• Excellent written and oral communication skills
• Excellent analytical skills and attention to detail

Basic Qualifications

• Limited travel may be required
• Expected undergraduate graduation date of December 2022 - June 2023
• Proficient in Microsoft Excel and PowerPoint. Bloomberg or programming experience a plus

Salary Details

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

About Us

Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients.

Guggenheim 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 GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs.