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Investment Grade - Analyst

ExperiencedNo visa sponsorship
Guggenheim Partners logo

at Guggenheim Partners

Investment Banking

Posted 10 days ago

No clicks

**Investment Grade Analyst** at Guggenheim Investments. This entry-level role (0-2 years) demands robust credit, financial, and business acumen. Key responsibilities include market coverage, security analysis, portfolio evaluations, and investment recommendations. Tasks involve automating reports and dashboards, ensuring firm policy adherence. Proven experience in credit research, trading, or structuring, proficiency in Bloomberg, BRS, Yieldbook, Intex, and advanced Excel skills are required. Strong academic background and interest in pursuing CFA designation are preferred. Work full-time in Santa Monica, maintaining east coast hours.

Compensation
$110,000 – $120,000 USD

Currency: $ (USD)

City
Los Angeles
Country
United States

Full Job Description

Position Summary

Guggenheim Investments is seeking an Analyst for our Investment Grade Trading Team. The Analyst is responsible for maintaining market coverage, conducting security and portfolio-level analysis, and sourcing and reviewing investments. This position is collaborative and may be cross-functional across credit sectors and portfolio management in response to market conditions. The employee is responsible for intermediating, aggregating, and disseminating market information to credit sector teams, portfolio managers, and senior investment professionals. The employee will report to the Investment Grade Trader and Team Lead. The employee will work in the firms Santa Monica, California office, full time and maintain east coast time zone working hours.

Responsibilities

Key Responsibilities

  • Assist in the analysis of new issue and secondary market municipal credits to create reports, analyses, and recommendations
  • Track market/credit developments and update the team and client groups as needed
  • Automate reports and dashboards to improve team processes
  • Assist in the development automated templates used for holdings analysis, relative value assessment, peer group comparison, and financial statement analysis.
  • Assist in the production of material used to provide senior management, portfolio managers, and risk with ongoing information about market sentiment, liquidity, volatility, and other market information about the sector
  • Ensure adherence with firm policies and procedures with respect to investment underwriting, compliance, trading

Qualifications

Basic Qualifications

  • Analyst (0-2 years) experience in credit research, analysis, trading, or structuring
  • Must have professional internship, project, or proven work product in an investment capacity
  • Undergraduate degree with strong academic performance is required
  • Interest in pursuing the CFA designation
  • Experience with industry standard tools such as Bloomberg, BRS, Yieldbook, Intex
  • Strong credit, finance, economic, business, and technical skills
  • Advanced Excel skills are required
  • Strong written and verbal communication skills
  • Ability to multi-task across analytical, administrative, and research activities in a detail oriented and timely manner.
  • Strong commitment to performance and accuracy of work product
  • Team oriented individual with ability to work independently and work well with diverse groups in a market-paced environment

Preferred Qualifications:

  • CFA designation or progress toward CFA
  • Internship experience in alternative investments, private equity, or asset management highly desirable
  • Strong interest in markets, trading, fixed income, and investments
  • .SQL, Python skills are a plus

Salary Range

Annual base salary between

$110,000.00-$120,000.00

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.

Investment Grade - Analyst

Compensation

$110,000 – $120,000 USD

City: Los Angeles

Country: United States

Guggenheim Partners logo
Investment Banking

10 days ago

No clicks

at Guggenheim Partners

ExperiencedNo visa sponsorship

**Investment Grade Analyst** at Guggenheim Investments. This entry-level role (0-2 years) demands robust credit, financial, and business acumen. Key responsibilities include market coverage, security analysis, portfolio evaluations, and investment recommendations. Tasks involve automating reports and dashboards, ensuring firm policy adherence. Proven experience in credit research, trading, or structuring, proficiency in Bloomberg, BRS, Yieldbook, Intex, and advanced Excel skills are required. Strong academic background and interest in pursuing CFA designation are preferred. Work full-time in Santa Monica, maintaining east coast hours.

Full Job Description

Position Summary

Guggenheim Investments is seeking an Analyst for our Investment Grade Trading Team. The Analyst is responsible for maintaining market coverage, conducting security and portfolio-level analysis, and sourcing and reviewing investments. This position is collaborative and may be cross-functional across credit sectors and portfolio management in response to market conditions. The employee is responsible for intermediating, aggregating, and disseminating market information to credit sector teams, portfolio managers, and senior investment professionals. The employee will report to the Investment Grade Trader and Team Lead. The employee will work in the firms Santa Monica, California office, full time and maintain east coast time zone working hours.

Responsibilities

Key Responsibilities

  • Assist in the analysis of new issue and secondary market municipal credits to create reports, analyses, and recommendations
  • Track market/credit developments and update the team and client groups as needed
  • Automate reports and dashboards to improve team processes
  • Assist in the development automated templates used for holdings analysis, relative value assessment, peer group comparison, and financial statement analysis.
  • Assist in the production of material used to provide senior management, portfolio managers, and risk with ongoing information about market sentiment, liquidity, volatility, and other market information about the sector
  • Ensure adherence with firm policies and procedures with respect to investment underwriting, compliance, trading

Qualifications

Basic Qualifications

  • Analyst (0-2 years) experience in credit research, analysis, trading, or structuring
  • Must have professional internship, project, or proven work product in an investment capacity
  • Undergraduate degree with strong academic performance is required
  • Interest in pursuing the CFA designation
  • Experience with industry standard tools such as Bloomberg, BRS, Yieldbook, Intex
  • Strong credit, finance, economic, business, and technical skills
  • Advanced Excel skills are required
  • Strong written and verbal communication skills
  • Ability to multi-task across analytical, administrative, and research activities in a detail oriented and timely manner.
  • Strong commitment to performance and accuracy of work product
  • Team oriented individual with ability to work independently and work well with diverse groups in a market-paced environment

Preferred Qualifications:

  • CFA designation or progress toward CFA
  • Internship experience in alternative investments, private equity, or asset management highly desirable
  • Strong interest in markets, trading, fixed income, and investments
  • .SQL, Python skills are a plus

Salary Range

Annual base salary between

$110,000.00-$120,000.00

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.