Guggenheim Investments
Performance Services Associate
Guggenheim Investments, Chicago, Illinois, United States, 60290
Overview
Performance Services Associate role at Guggenheim Investments. This position is part of the middle office and focuses on investment performance reporting across diverse portfolio strategies including fixed income, equity, and derivative assets. The role provides investment performance analysis and support to Portfolio Management, Marketing, Distribution, internal consultants, and other business partners. We seek a self-motivated, detail-oriented candidate who can think critically to solve problems and articulate 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 are a plus. The role requires a deadline-driven, team-oriented individual capable of cross-functional collaboration. Excellent communication skills are required to interact with various departments and levels of management. Candidates with middle office operations or fund accounting experience are encouraged to apply. The position is located in the Chicago office. 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) Qualifications Preferred Qualifications Pursuing CFA and/or CIPM designation preferred Sound understanding of fixed income securities is a plus Advanced Excel skills are required Knowledge of GIPS standards and procedures is a plus Middle office or accounting/finance experience preferred Excellent time management skills Ability to operate in a deadline-driven environment while maintaining attention to detail and accuracy, and ability to prioritize issues appropriately Demonstrate initiative and critical analysis of processes toward constant improvement Hands-on and willing to roll up sleeves to perform any required responsibilities Familiarity with Python, Excel VBA or other programming languages is a plus Basic Qualifications Bachelor’s degree required 2+ years of investment performance and/or investment accounting experience preferred Salary Details: Actual base salaries may vary depending on factors such as location and experience. Currently, this role is expected to be in the Chicago office at least 4 days per week. Seniority level Entry level Employment type Full-time Job function Other Note: Referrals increase your chances of interviewing at Guggenheim Investments. This description preserves the essential requirements and expectations without extraneous boilerplate.
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Performance Services Associate role at Guggenheim Investments. This position is part of the middle office and focuses on investment performance reporting across diverse portfolio strategies including fixed income, equity, and derivative assets. The role provides investment performance analysis and support to Portfolio Management, Marketing, Distribution, internal consultants, and other business partners. We seek a self-motivated, detail-oriented candidate who can think critically to solve problems and articulate 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 are a plus. The role requires a deadline-driven, team-oriented individual capable of cross-functional collaboration. Excellent communication skills are required to interact with various departments and levels of management. Candidates with middle office operations or fund accounting experience are encouraged to apply. The position is located in the Chicago office. 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) Qualifications Preferred Qualifications Pursuing CFA and/or CIPM designation preferred Sound understanding of fixed income securities is a plus Advanced Excel skills are required Knowledge of GIPS standards and procedures is a plus Middle office or accounting/finance experience preferred Excellent time management skills Ability to operate in a deadline-driven environment while maintaining attention to detail and accuracy, and ability to prioritize issues appropriately Demonstrate initiative and critical analysis of processes toward constant improvement Hands-on and willing to roll up sleeves to perform any required responsibilities Familiarity with Python, Excel VBA or other programming languages is a plus Basic Qualifications Bachelor’s degree required 2+ years of investment performance and/or investment accounting experience preferred Salary Details: Actual base salaries may vary depending on factors such as location and experience. Currently, this role is expected to be in the Chicago office at least 4 days per week. Seniority level Entry level Employment type Full-time Job function Other Note: Referrals increase your chances of interviewing at Guggenheim Investments. This description preserves the essential requirements and expectations without extraneous boilerplate.
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