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Private Placement - Analyst (Senior Associate)

ExperiencedVisa sponsorship available
Guggenheim Partners logo

at Guggenheim Partners

Investment Banking

Posted 13 days ago

No clicks

**Private Placement - Analyst (Senior Associate) at Guggenheim Investments** Drive private placement transactions, from origination to monitoring. Collaborate cross-functionally to analyze credit, equity, and fund deals. Key responsibilities include reviewing new issue transactions, conducting secondary trading analysis, and overseeing monthly pricing processes. Required skills encompass financial modeling, structuring, and interpersonal skills for platform-wide collaboration. Seek a senior-level professional with 4-5 years in asset management, strong technical and communication skills, and proficiency in Excel. New York City-based, full-time role offers a base salary of $145,000 - $150,000 annually.

Compensation
$145,000 – $150,000 USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

Position Summary

Guggenheim Investments is seeking a Private Placement analyst to join a high performing team reporting to the head of Private Placement. The Private Placement team is responsible for originating, underwriting, and monitoring private placement credit, equity, funds, and other illiquid transactions. This position is collaborative and cross-functional, but highly demanding and requires technical skills such as financial modeling and structuring. In addition to investment acumen, a successful candidate will have interpersonal skills facilitating collaboration with broker-dealers, portfolio managers, operations, and accounting. This position is in our New York City Office, full-time.

Responsibilities

Essential Job Functions

  • Support review and execution of private placement new issue transactions with a focus on fundamental credit and relative value analysis
  • Provide support in secondary trading execution of private placement bonds and analysis related to market liquidity, pricing, and primary supply activity
  • Maintain and develop surveillance materials related to originations, market activity, performance monitoring, risk exposures, valuations, among other topics
  • Assist analysis and evaluation of transaction amendments and waivers by developing an understanding of covenants and transaction structures
  • Work with primary credit research analysts to monitor individual and sector credit positions
  • Work with senior team members to diligence private equity and alternative investment opportunities
  • Develop and maintain business relationships with sell-side counterparts including all sales, trading, and syndicate functions
  • Oversee monthly pricing process for private placement bond holdings in accordance to internal policies and procedures
  • Conduct and oversee ad hoc analysis to support PM, management, client, and desk-directed inquiries

Qualifications

Basic Qualifications

  • 4-5 years of experience in asset management, investment management or investment banking

  • BA/BS degree

Preferred Qualifications:

  • CFA or interest in pursuing CFA designation
  • Asset Management experience: infrastructure, real assets exposure or experience
  • Strong credit, finance, economic, business, analytical, and technical skills
  • Strong written and verbal communication skills, attention to detail, and problem-solving ability
  • Ability to multi-task across analytical, administrative, and research activities in a detail oriented and timely manner
  • Advanced Excel proficiency
  • Strong commitment to performance and accuracy of work product
  • Team oriented individual with ability to work well independently and with diverse and geographically dispersed groups

We are not seeking agency assistance for this role

We are unable to consider candidates who require current or future visa sponsorship for employment in the United States.  Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.

Salary Range

Annual base salary between

$145,000.00-$150,000.00

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.

Private Placement - Analyst (Senior Associate)

Compensation

$145,000 – $150,000 USD

City: New York City

Country: United States

Guggenheim Partners logo
Investment Banking

13 days ago

No clicks

at Guggenheim Partners

ExperiencedVisa sponsorship available

**Private Placement - Analyst (Senior Associate) at Guggenheim Investments** Drive private placement transactions, from origination to monitoring. Collaborate cross-functionally to analyze credit, equity, and fund deals. Key responsibilities include reviewing new issue transactions, conducting secondary trading analysis, and overseeing monthly pricing processes. Required skills encompass financial modeling, structuring, and interpersonal skills for platform-wide collaboration. Seek a senior-level professional with 4-5 years in asset management, strong technical and communication skills, and proficiency in Excel. New York City-based, full-time role offers a base salary of $145,000 - $150,000 annually.

Full Job Description

Position Summary

Guggenheim Investments is seeking a Private Placement analyst to join a high performing team reporting to the head of Private Placement. The Private Placement team is responsible for originating, underwriting, and monitoring private placement credit, equity, funds, and other illiquid transactions. This position is collaborative and cross-functional, but highly demanding and requires technical skills such as financial modeling and structuring. In addition to investment acumen, a successful candidate will have interpersonal skills facilitating collaboration with broker-dealers, portfolio managers, operations, and accounting. This position is in our New York City Office, full-time.

Responsibilities

Essential Job Functions

  • Support review and execution of private placement new issue transactions with a focus on fundamental credit and relative value analysis
  • Provide support in secondary trading execution of private placement bonds and analysis related to market liquidity, pricing, and primary supply activity
  • Maintain and develop surveillance materials related to originations, market activity, performance monitoring, risk exposures, valuations, among other topics
  • Assist analysis and evaluation of transaction amendments and waivers by developing an understanding of covenants and transaction structures
  • Work with primary credit research analysts to monitor individual and sector credit positions
  • Work with senior team members to diligence private equity and alternative investment opportunities
  • Develop and maintain business relationships with sell-side counterparts including all sales, trading, and syndicate functions
  • Oversee monthly pricing process for private placement bond holdings in accordance to internal policies and procedures
  • Conduct and oversee ad hoc analysis to support PM, management, client, and desk-directed inquiries

Qualifications

Basic Qualifications

  • 4-5 years of experience in asset management, investment management or investment banking

  • BA/BS degree

Preferred Qualifications:

  • CFA or interest in pursuing CFA designation
  • Asset Management experience: infrastructure, real assets exposure or experience
  • Strong credit, finance, economic, business, analytical, and technical skills
  • Strong written and verbal communication skills, attention to detail, and problem-solving ability
  • Ability to multi-task across analytical, administrative, and research activities in a detail oriented and timely manner
  • Advanced Excel proficiency
  • Strong commitment to performance and accuracy of work product
  • Team oriented individual with ability to work well independently and with diverse and geographically dispersed groups

We are not seeking agency assistance for this role

We are unable to consider candidates who require current or future visa sponsorship for employment in the United States.  Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.

Salary Range

Annual base salary between

$145,000.00-$150,000.00

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.